To edit an infoRouter document, you must first check it out.
When you check out a document, infoRouter locks the document to you but still allows others to view the document.
You can easily spot Checked Out documents because they appear RED in color in the document list.

To check a document out, perform the following:
  1. Select the document(s) you wish to Check Out by clicking on the check boxes located next to documents.
  2. Once you make your selection, click on the "Check Out" menu item in the "Edit" menu

    Or
  3. Click on the "Check Out" icon located in the "Action" column to check out a single document.

TIP!
A document can only be Checked Out to one user at a time. To edit a document, you must have at least "Change" rights to the document or be the owner of the document.
More on this issue in Document Security


Now that the document is check out to you, click on the document to download it to your workstation.

Once you make the desired changes to the document, you must "Check In" this document into infoRouter. Checking In a document will release the document lock and create a new version of the document. This is how version control is accomplished in infoRouter.

To check a document back in:
  1. Click on the "Check In" icon located in the "Action" column or select the document by clicking on the checkbox, then choose the "Check In" menu item from the "Edit" menu.
  2. At the "Check In" window, click on the "Browse" button to navigate to the path where you downloaded your local copy and made your changes.
  3. Enter your comments (optional)
  4. Enter "Update Instructions". This information is included in the email notification that goes out to the subscribers of this document (optional).
  5. Update the "Percent Complete" information or set a "Completion Date" if you have completed this document. Note: marking a document as complete will disallow further edits to this document until the completion date is reset or the percent complete information is set to something other than 100% (optional).
  6. If you wish to release a new version of this document but continue to work on it, click on the check box labeled "Keep checked out" (optional).
  7. Click on the "Check In" button
Notice that by default, the "Send Mail to Subscribers" is checked. If you feel that you have more work to do with this document and would not like to notify users just yet, then check the "Interim release, Do Not send mail" box.
Force "Check In" :
Force "Check In" is a special right that allows a user to undo a check out performed by another user. This action unlocks the checked out document, allowing other users to check this document out and make changes.

In order to be able to Force "Check In" a document, you must be the owner of the document, have "Full Control" rights, or be either the System Administrator or a Library Manager.

To Force "Check In" a document:
  • Select a checked out document
  • Click on the ""Check In"" icon located in the "Action" column

TIP!
Document ownership overrides all other security. Even though you may get an "Access Denied" message, as the owner of a document, you can always access the document security and give yourself FULL CONTROL. However, the System Administrator can change a document's ownership.

Next Topic is Checking In Documents





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