Domino.Doc 3.5 User's Guide - Lotus documentation - Lotus software

Checking out a document from the master file cabinet from a browser
142 Domino.Doc 3.5 User’s Guide
Checking out a document locks it so that other editors cannot modify the
document, and it retrieves a working copy of the document for editing.
Because a document stored in Domino.Doc must be checked out for editing,
choosing to edit a document also checks it out at the same time. You must
also check out a document to submit it for review or approval, move it,
delete it, or edit its profile or security information.
A document can only be checked out from the master file cabinet. For more
information, see “Checking out a document from a non-master file cabinet
from a browser” later in this chapter.
Procedure
To check out a document from the master file cabinet, perform the following
steps:
1. From the Site Map, open the room, file cabinet, and then the binder that
contains the document you want to check out. Alternatively, find the
document you want to check out in one of the lists on your Home Page.
Note You can search for your document if you don’t know where it is
stored.
2. To check out the document to edit it, open the document profile.
3. Choose Document from the toolbar.
4. Do one of the following:
• Click Check Out Document to check out the document, locking it
from other users.
• Click Edit Document to check out the document and launch the
application associated with it to modify the document now.
If you are just getting started with Domino.Doc and your browser,
you may get a security warning asking “What do you want to do
with this file?” Select “Open it” then deselect “Open OLE
server-in-place” in order to open the document for editing. If you do
not want to display the message again, deselect “Always ask before
opening this type of file.”
• Click Edit Profile to change the document title, type, or field attribute
values.
• Click Edit Security to change the Document Editor, Reader, Editor,
or Manager list for this document, providing you have access.
• Click Move to Binder to move the document to a different binder.
• Click Return to Library if you want to return to the library and edit
the document later.