Checkout and Edit

The document edit process begins with checking out a document from the Documents Library module.

To check out and edit a document, follow the steps below.

1. Within the Documents Library modal, click on the horizontal ellipsis (three-dot menu) icon of a document.
2. Select the Check Out option.
3. Select any one of the following checkout options.
   1. Online
   2. Offline
   3. Team Edit

      

4. Once a document is checked out, the document is highlighted with a lock icon with the reviewer's name.