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YOU MUST CONTACT INSULA TO ENABLE DOCUMENT CHECK-IN / CHECK-OUT ON YOUR PORTAL
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Adding Check Out details to the Document Structure
You must specify the location where checked out documents will be placed when they are checked out.
Log into the DMS as a System Administrator and go to Document Structures, locate the required structure and view the Applicable Sites accordion
Click on the Site hyperlink and enter the Lan path details for the Documents Check Out LAN Path.
Working folder for users
For each user that is required to check out documents, you must specify their working folder settings.
Log into the DMS as a System Administrator and go to Contacts and locate the contact who you want to allow to check documents out and in. Providing that, Check in / Check out, is configured for your DMS you will see a new accordion Document Check In / Out Settings.
Set Working Folder
When you check out a document it is placed in a working folder in one of your local sites.
When you click Edit you can set the Working Folder, Default Site, Check Out Site for the user
Create Working Folder
When you have added the details click on Create Working Folder
Set Document Structures
Then place ticks in the Document Structure that you are allowed to check in/out from
Access the proxy
Prior to checking out documents, you need to ensure you can access the proxy server. In a browser enter the proxy server URL and check you see a screen similar to the one below.
