Articles in this section are for general users of the DMS system. | DMS Administration | DMS FAQ | DMS Release Information | DMS Resource Centre |
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YOU MUST CONTACT INSULA TO GET THEM TO ENABLE DOCUMENT CHECK-IN / CHECK-OUT ON YOUR PORTAL
Article Index
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