Check out and edit using an installed application

NOTE: This option is only available when accessing the Web Client via a supported Chrome, Firefox, or Edge browsers.

To check out and edit an electronic document:

  1. On the selected record, click Check out and edit

    The document will open in its authoring application.

    NOTE: A warning may be displayed before the document is opened in its authoring application, click OK on the warning dialogue to open the file.

  2. Make the required changes to the opened document. Once all changes have been made, from the File tab, click Save. Alternatively, click Save in the Quick Access Toolbar.

  3. Close the authoring application.

The document can be checked in at this point, or it can be left checked out so further updates can be made.

To check the document back into Content Manager:

  1. If you return to the same Web Client instance and the relevant record tab is still open, click Check In . The Check In Record dialogue will open.

    Select the required Check In Record options, and then click Check In.
  2. If you have navigated away from the record that you want to check in, or have opened a new instance of the Web Client, the easiest way to locate it is in the Web Client, on the Home page, click Records in the navigation panel. On the displayed Records panel, click Checked out and a list of records you have checked out will be displayed.

    Select the record to be checked back in, click Check In . The Check in record dialogue will open.

    Select the required Check In Record options, and then click Check In. 


To leave the document checked out and to edit it again:

  1. In the Web Client, on the Home page, click Records in the navigation panel. On the displayed Records panel, click Checked out and a list of records you have checked out will be displayed.

  2. Select the record to be edited, click Edit

    The document will open in its authoring application.

    NOTE: If you don't have access to the Web Client, open the authoring application for the document, from the File tab, click Open and then the document to be edited from the list of Recent Documents.

  3. Make the required changes to the opened document. Once all changes have been made, from the File tab, click Save. Alternatively, click Save in the Quick Access Toolbar.
  4. Close the authoring application.

Again, if further edits are required, the document can be left checked out. If updates are complete, check in the document.