Articles in this section are for general users of the DMS system. DMS Administration DMS FAQ DMS Release Information DMS Resource Centre
Articles in this section may be useful to technical staff maintaining the infrastructure of the DMS.
Articles in this section provide answers to frequently asked questions on the DMS appliance.
Articles in this section give release notes and links to see the product roadmap.
DMS Ideas Portal
Perspective Platform Resource Centre
YOU MUST CONTACT INSULA TO ENABLE DOCUMENT CHECK-IN / CHECK-OUT ON YOUR PORTAL
Article Index
Adding Check Out details to Document Structure
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.
Select user
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.
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