Getting Information about Check In/Check Out Document Status

Click here for a video demonstration of working with documents in Enhanced Document Management.

From the Checked Out Documents Browse

The Checked Out Documents Browse lists all checked out documents.

From the Name/Matter window's Docs tab

Do any of the following to determine check in/check out document status from the Docs tab:

• At a visual glance, checked out documents are shaded blue on both the List and Folder views.
  
  
  
  

• Hover over the document and a pop-up information window appears.

• Highlight the document and click Edit OR right-click the document and click Edit Document Detail. The Document Details window appears. Check in/check out status is displayed to the right of the Check In/Check Out button.

From the Document Manager

Do any of the following to determine check in/check out document status from the Document Manager:

• At a visual glance, checked out documents are shaded blue.
  
  

• Hover over the document and a pop-up information window appears.

• Highlight the document and click Edit. The Document Details window appears. Check in/check out status is displayed to the right of the Check In/Check Out button.