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How do I check out a document from EQMS using Microsoft Office Add-Ins?

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Checking out a document enables you to lock it while you make changes. This means anyone trying to download the document while it's checked out will receive a notification that it is currently checked out; they have the option to use the existing version of the document or can choose to wait until the new version is checked back in. Only one user can check out a document at any one time, for ultimate document version control.

To check out a document:

Launch the relevant Microsoft application for the document you wish to check out.

Click ‘Check Out from EQMS’.

 

Search for the document you want to check out, select it from the list and click ‘Check Out’.

 (For more information about searching for documents)

 Watch the Help Video

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