Objective

To edit an existing document and file the new version to the repository.

Requirement

You must have filed at least one document to the ELO repository.

Step:

1. Open the Repository work area.

2. Navigate to the document that you want to edit.

3. Click the document.

Depending on the file type and settings, the document can be displayed in the viewer pane or a message appears to indicate that the document cannot be displayed.

4. Click Check out (Ribbon > Start).

The Check out dialog box appears.

5. Click Save as.

Optional: A Windows dialog box may appear. Select an option for saving the document.

Warning: You must save the document to your computer. This is necessary for uploading and checking in a new version to the repository. If you do not save the document, all changes made will be lost.

6. Open the document saved on your computer.

The document appears in the In use work area in the ELO Web Client. The document is checked out and cannot be edited by other users.

Information: The yellow arrow icon signifies that a document is currently checked out.

7. Make the desired changes.

8. Save the document.

9. Mark the original document in the ELO repository.

10. Holding down the left mouse button, click the document and drag it to the interface of the ELO Web Client.

The Check in as version for drag and drop area appears.

11. Release the left mouse button.

The Upload and check in dialog box appears.

Optional: Make the desired changes for the version, if required.

12. Confirm with OK.

Result

The dialog box closes. The document is now back in the repository. It is no longer located in the In use work area. An event notification for the new version appears in the feed.