...
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
YOU MUST CONTACT INSULA TO GET THEM TO ENABLE DOCUMENT CHECK-IN / CHECK-OUT ON YOUR PORTAL
Article Index
Table of Contents |
---|
Setup for DMS users to allow Check-in / Check-out
Log into the DMS as a System Administrator and go to Contacts and locate the contact who you want to allow to check documents in and out. Providing Check-in / Check-out is configured for your DMS you will see a new accordion Document Check In / Out Settings.
...
When you click Edit you can set the Working Folder, Default Site, Check Out Site for the user
...
When you have added the details click on Create Working Folder
...
Then place ticks in the Document Structure that you are allowed to check in/out from
...