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Jansen 2018

Check Out a Document (Edit Files)

This page describes how to check out a document from SPF for the purpose of editing.
When a document is checked out its version number is automatically incremented by 1, and it is not available for editing by others,
This page assumes you have searched for and located the document you want to check out. Refer to Search for Documents.

References

Determine who has a Document Checked Out

Check Out a Document (Edit Files)

Verify Document Org.

Verify the document organization (org.).
You must be a member of the same organization in order to check out a document.
If you are not a member of the same organization, the Edit option will not be displayed in subsequent steps.

Open Actions Menu

Select the Actions menu button, located left of the Doc. Number.
The document Actions menu opens on the left side of screen.

Select >Edit

Inside the document Actions menu, Select > Edit
Edit Files dropdown list opens.

Select Edit Files

Inside the document Actions menu, select Edit Files

Select Files

If there is more than one file attached, the Select Files to Download window opens.
Use the check boxes to select files to download.
If there is only one (1) file attached, the Select Files to Download window will not open. Proceed directly to step 7.

Select OK

The message Download Started appears.
The message Selected Files are checked out appears.