Objective

You want to edit a document and file the new version to ELO.

Step by step

1. Open the Repository work area.

2. Click the document you want to edit.

The preview of the document is displayed in the viewer pane.

Check out

3. On the ribbon, click Document > Check out and edit.

The document is opened in the corresponding application and can be edited.

In ELO, the name of the editor is shown in square brackets before the document name. The document cannot be edited by other users as long as it is checked out.

Edit

4. Edit the document in the external application.

5. Save the document in the external application.

6. Close the external application.

Information: You can file the edited document to ELO via the Repository work area or the In use work area. Select the Check in function on the Document tab.

7. Select the document in ELO.

Check in

8. Click Check in on the Document tab to transfer the document back to ELO.

Alternatively: Right-click a document in the repository and select Check in from the context menu.

The Version information dialog box appears.

Optional: Enter a version number and version comment.

If you want to update the document date in ELO to the current date, select the Adjust document date (set to today) option.

Users with the appropriate permissions can delete versions of a version-controlled document. If you do not want your version to be deleted, select the Non-deletable version option.

9. Click OK.

Result

The document is checked back into the Repository work area with a new version number.