Checking out to OneDrive
The Check Out to OneDrive option enables you to check out an electronic document from Content Manager to your OneDrive. As a part of the check out process, you can identify other Content Manager users, or external people, the document is to be shared with so you can all view and edit the document from your OneDrive.
- Search for the record with the electronic document to get out of Content Manager
- Right-click it and select Check Out to OneDrive.
The Check Out Document to OneDrive dialogue box appears with your selected record number.
- By default, the selected OneDrive folder is Content Manager Documents. Click the KwikSelect to display the Select OneDrive Folder dialogue, and select a listed folder if you wish to change the folder the document is checked out to.
- On Check Out, the document can be shared with Content Manager Locations that have an email address, to select the Location(s), click the KwikSelect and the Select from... dialogue is displayed. Search for and select the Location(s) to share the document with from your OneDrive. You can also add a person's email address to share the document with them, click Add and the Add user to share list dialogue is displayed. Type in the email address of the person, click OK.
- If required, you can add Comments to the check out. These will be added to the email that is sent to the people you are sharing the document with.
- Once the electronic attachment has been extracted, it will be available in your OneDrive in the folder you saved it in.
Open OneDrive to view and or edit the document. The users you shared the document with will also be able to view and edit the document in your OneDrive.
See Checking in checked out electronic documents for checking in your checked out document.