How to check-out a Document

Checking-out a document allows the user to modify the document.

Note

It is not possible for any other user to check-out the document until it has been checked back in first.

  1. Log in to the HTML5 client.

  2. Select the Documents sub-tab available in:

    1. The Project Card, Library Items tab, if documents are managed at the Project level.

    2. The Work Package Work management workspace, if documents are managed at the Work Package level.

  3. In the spreadsheet, select the Document you want to check-out.

  4. Click on the Check-out (download22_md.png) button.

  5. In the Document Checkout popup:

    1. Enter a check-out reason if necessary.

    2. Tick the Don't get local copy option if needed.