Checking Out Documents to the EDM Briefcase - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Premier
Standard

You may check out documents from OnBase and work on them even after you have logged out of OnBase. For example, you may check out a document and save it to your briefcase for overnight editing. Documents can be checked back in during the next OnBase session.

Before you can check out documents from your system, ensure that you have the Check In/Check Out Prerequisites in place.

Check out a document from OnBase as follows:

  1. Retrieve a document such as Word, Excel or PowerPoint.
  2. From the document list, right-click on the document.
  3. Select Briefcase | Check Out Document. The Document Check Out dialog box displays.
    Note:

    If the Check Out option is not available, verify that you have all needed prerequisites.

  4. The location for document storage defaults to the path you saved in your standalone briefcase.
  5. Enter an optional Check Out Comment and click OK.

See the EDM Services online help or Module Reference Guide for additional information regarding EDM Services and the EDM Briefcase.