Book Out a Document

To book a document out, click the Book Out (shown above) option from the right-click menu.

Purpose

Booking a document out allows you to download the document to your local PC to work on offline. If you need the document for a long period of time or to work on the document remotely, you should book the document out.

Booking out lets everyone else know the document is unavailable and is being worked on by you.

When working over the Extranet (public internet), you have to book the document out in order to edit it.

Operation

A comment is required by the book out process.

When booking out, you are downloading it (just like downloading information from the internet), and therefore must supply the location of the file to save into.

When the document is booked out, the document icon changes to a booked-out icon. ( )

When booking documents in and out, it is recommended that you create a reserved folder as a working area on your local computer into which documents are stored. If you are working on a number of projects at the same time, you will need to create sub folders for each project.