Tech Tip: Administering Check In/Check Out
December 22nd, 2008 Comment on this articleCheck In/Check Out allows you to keep an electronic document locked for editing over the course of several hours or days, even after you have closed Laserfiche. With Check In/Check Out, you can save the document to your own computer and finish editing in as much time as you need before making the changes final and public, rather than saving changes directly to the repository. Also, if you decide not to apply the changes, you can undo the check out and the document in the repository will not be affected.
Administrators with appropriate privileges can assign users rights that will enable them to use certain Check In/Check Out processes, and can undo other users’ checkouts.
The table below describes the entry access and volume rights users will need to perform the various Check In/Check Out actions.
Tip: If you want users to always save changes as a new document or new version rather than overwriting the original document, you can deny the Modify Contents right on the document itself but allow the Create Document right on the folder.
| Check Out Process | Required Rights |
| Check Out Document | Read entry access right and Read volume right on document. |
|
Check in as New Document |
Create Documents entry access right on destination folder and Create Documents volume right on destination folder. |
| Check In as New Version | Create Documents entry access right on destination folder and Create Documents volume right on destination volume. |
| Overwrite Existing Document | Modify Contents entry access right on existing document and Modify/Delete volume right on existing document’s volume. |
| Undo Your Own Check Out | No rights required |
| Undo Another User’s Check Out | Write Entry Security entry access right on checked out document and Read volume right on checked out document’s volume, or Manage Entry Access privilege to undo the check out of any document in the repository. |
Administrators with appropriate rights or privileges can undo a check out. For example, if someone forgets to check a document back in before going on vacation, administrators can force a document check-in.
To undo a check out in the Administration Console:
- In the Checked Out Documents node, select the document.
- From the Action menu, select Undo Check Out.
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