Document Check-In / Check-Out

The InEight Document Check-Out / Check-In facility is used for various reasons. For instance, a document can be checked out to place it on hold temporarily if it has been released prematurely or accidentally, or to prevent other users from downloading the document while it is being updated.

Once any changes are completed, the document can be checked in again, restoring the download ability to other users.

To Check-Out a document:

  1. From the Document Register, select the document to be checked out using the tick box.

  1. Click More then select Check-Out.

  2. Enter a Reason why you are checking out the document.

  1. If User Access to the document is to be retained while the document is checked out, un-tick the Remove User Access box.

  2. Click OK.

  3. In the document details screen, you will see a note at the bottom of the form advising that the document has been checked out.

  4. Click Close to return to the Document Register.

  • Documents can also be checked out individually from within the document details window using the Check-Out Documents option from the More menu.

  • Documents that have been checked out are displayed in the document register with the padlock icon.

  • When a document is Checked Out, the document cannot be downloaded by other users regardless of their access settings unless the “Remove User Access” box is unchecked.

To Check-In a document:

  1. Follow the steps as for Checking Out a document but select Check-In and enter the reason for checking the document back in.

Only the person who checked the document out or the Project Administrator can check a document back in.