Objective

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

Requirements

• The ELO Desktop Client is open and connected to a repository.
• A document is available for editing.

Step by step

1. Open the Repository work area.

2. Open the folder with the document that you would like to edit.

3. Click the document.

The document is selected.

4. To edit the document, click Check out and edit in the Document group on the toolbar.

The document is opened for editing in an external program. It is transferred to the In use work area and cannot be edited by other users.

In the Repository work area, documents that are checked out are indicated with a yellow arrow and the name of the editor.

In the Desktop work area, you will see that the document is in use.

5. Edit the document.

6. Save the document in an external application.

7. Close the external application.

The document is now in the In use work area.

Optional: Open the In use work area.

8. Select the document.

9. To transfer the document back to the repository, click Check in in the Document group on the toolbar.

Optional: Depending on the setting, the Version comment dialog box may now open. If this is the case, you can enter the version number and relevant comments. This dialog box can be enabled or disabled in the configuration.

Result

The document is filed to the repository as a new version. The document is removed from the In use work area and can be edited by other users.