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When you have selected a document that you want to work with, you will have several options available to you;
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Below is a description of the available actions;
Edit
When you select Edit, you can change the following areas;
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When you click on Versions, you are shown the version history of the document.
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If you hover over a version, you get 2 two additional options
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Preview.
Download.
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If you want to make one of the previous versions the current one, you can click on the revert option on the right-hand side.
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When you click on Preview, you will be shown the document.
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When you click on Download, the document will be downloaded.
Checking Out a document
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Documents that have been eSigned cannot be checked out. |
If Check out is enabled for your portal, you will see a new option on the Document screen.
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When you select Check Out, you will see a message;
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The action buttons will change to show;
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If you click Undo Check Out, the following message is displayed;
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When you have finished making the changes, you can check the document back in. When you click on Check In, you will see the following message;
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When you click Continue, you can then enter the reason you have changed the document.
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