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)
 
1

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.
2

Open Actions Menu

2. 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.                 
3

Select  >Edit

 
  • Inside the document Actions menu, Select > Edit             
  • Edit Files dropdown list opens.
4

Select Edit Files

 
Inside the document Actions menu, select Edit Files
5

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.
6

Select OK

6. Select OK
  •  The message Download Started appears.
  •  The message Selected Files are checked out appears.