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Check In\Check Out Process - Knowledgebase / X-Docs - Life Science

Check In\Check Out Process

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This article will cover the recommended way to Check In/Out documents

Recommended Check In/Check Out process X-docs

(Formpipe recommends Internet Explorer and Edge Browsers)

If clicking on the Document link downloads rather than opening in Word then commonly the issue is the File Associations for example '.docx' isn't set to Office Word on your PC. Alternatively please try Edit Document on the Sharepoint Files ribbon. 

1. Open the document using the document name link (won't work on Effective documents).

Clicking on the link

Edit Document option


2. Choose Open/Öppna

 


3. The document should open in an Microsoft Office application. Click the Check Out option within Microsoft Office



4.  When your edits are completed then close the document using X in top right corner.



5.  You will be will be asked to save the document


6.  After saving the next question will appear. Choose Yes to initiate the final step.

7. Check In as Minor version (Draft)

8. Edits are now saved and the document should be checked back in.

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