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You must contact Insula to enable the Check Out / Check In functionality within your portal. |
The DMS provides the option for users to check documents out so that they can work on them and then they can check them back in again.
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Documents that have been eSigned cannot be checked out. |
This article provides links to the pages that outline how to set up and use the Document Check-Out \ Check-In functionality.
Setup to allow a user to check out documents.
Viewing what documents have been checked out.
Checking Out a document
Checking In a document