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Document Check Out and Check In
Document Check Out and Check In
- Matthew Garrett
Owned by Matthew Garrett
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.
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
, multiple selections available,
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