You may check out the latest revision of documents from OnBase and work on them after you have logged out. For example, you may check out a document to your Standalone Briefcase for overnight editing. Documents can be checked back in during the next OnBase session.
You can check out a document from a Document Search Results list, a folder, or from an open document. If you select multiple documents for check-out, only options that apply to all selected documents are available from the Briefcase right-click menu.
Text documents brought in to OnBase via a COLD process should not be checked out because they are not subject to revisions. When checking out image documents for editing, users should have software installed on their workstation that will allow them to modify the image. Image documents should not be checked out to add image markups, because the OnBase viewer will not display markups added to the documents.
To check out documents from OnBase:
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Right-click and select Briefcase | Check Out Document.
To check out an open document, select Document | Briefcase | Check Out Document.
Note:If the Check Out option is not available, verify that all selected documents meet the prerequisites for document check-out. You may only be able to add some documents to the Reference Documents tab of the EDM Briefcase. See Prerequisites for a list of check-out prerequisites.
The Document Check Out dialog box is displayed.
