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6.2. Using Checking In & Checking Out

Check Out Documents

Worldox Professional

To check out a document:
  • Perform a search for the document(s) you wish to check out.
  • Highlight the files, or select them, and select the "Check Out" icon:
  • The Worldox – File > Check-Out window will appear. Select where you would like your files to be checked out:
    • To local mirror folder - a local drive onto which a selected copy of the networked repository is placed. Each document you open (or save) is copied to the mirror structure on your private mirror drive. This is usually the C: drive. By default, Worldox places the mirror structure beneath %localappdata%\Worldox\ZMS
    • To other target folder - checks the files out to a specified folder.  Browse for the folder from a folder tree
  • Click "OK"
  • The Worldox - File > Check-Out window will open.  Click "OK"
  • When a file is checked out, the status will appear below the description of the file in the Search results list.

Check In Documents

To Check Documents in, perform the following steps:

  • Click on the Check-Out icon in your system tray. 
  • This will open a list of checked out files
  • Select the files you'd like to check in and click the Check-In icon. 
  • Note:  This works well if you have multiple documents to check in.
  • Alternatively, if you have a single document, you may wish to simply select the "Check-In" button below the document:

  • Note:  This works well if you have a single document to check in.

  • Select the appropriate radio button:

    • Copy up checked-out file over on-line original. - replaces the original file with the checked out document
    • Add as a new version.  - the checked out document replaces the original file and the original file then becomes a prior version
    • Discard local mirror copy and revert to original.  - discards any changes made to the checked out document
  • The Worldox - File > Check-In window will open to confirm that the file was checked in.  Select "OK"

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