Checking Out and Editing

Editing of a document begins with the check-out process.

  1. To check a document out, navigate to the Collaborative Workspace module and locate a document. Click on the Document Actions Menu (the three-dots icon next to a document entry) and click on Check Out, as shown in the screenshot below.

    https://tiug.trialinteractive.net/Topics/checking_out_and_editing.jpg

  2. Select from the available check-out options according to your preference: Online (Individual Online Authoring), Offline (Individual Offline Authoring outside of TI), or Team Edit (simultaneous team collaboration).

https://tiug.trialinteractive.net/Topics/checking_out_and_editing-options.jpg