Viewing Checked Out Documents - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

The View Checked Out Document(s) dialog box provides another way to view, check-in, and undo checkout on checked out documents.

To access this dialog box:

  1. Select File | View Checked Out Document(s). The View Checked Out Document(s) dialog box is displayed, listing all documents checked out of OnBase.
  2. Select a checked out document from the list. You can only select one document at a time.
  3. Click one of the following buttons:

    Button

    Description

    Check In

    Displays the Document Check-In dialog box.

    Undo Checkout

    Undoes the previous checkout.

    Check-Out Comments

    Displays the document's current owner, storage location, and Check Out Comments.

  4. Click OK to exit.
    Note:

    When a document is checked out, that document is locked. If another user retrieves the document, OnBase displays a read-only copy.

    Note:

    Depending on your rights, you may be able to check in or undo check out for documents checked out by other users. Ensure you are not interfering with another user's work before overriding the document check-out.