Checking out files

Checking out a file downloads a copy of the file to your computer where you can edit the file. Meridian Project Portal also locks the file so that other users cannot change it while it is checked out to you. The parent document is not locked. Files that are checked out to you appear in the Checked out section in the My recent items view.

Before you begin

To be able to check out files, you must have the right to add files to the document.

To check out a file from the Documents view:

1. In the documents list, click the button next to the file name that you want to check out. The File actions menu appears.
2. Select Lock and checkout. The locked icon appears at the end of the document's name in the document list, the file is downloaded to the working folder on your computer, and the file opens in the native application on your computer.

To check out a file from its parent document's property page:

1. In the navigation pane, select the parent folder of the document for which you want to check out a file.
2. In the documents list, select the document for which you want to check out a file. The document's property page appears.
3. In the Files list, the button next to the file name that you want to check out. The File actions menu appears.
4. Select Lock and checkout. The locked icon appears at the end of the document's name in the document list, the file is downloaded to the working folder on your computer, and the file opens in the native application on your computer.

Note    Your web browser will attempt to download the file to your computer. If your browser's security settings block the download, you might need to adjust the settings and retry this procedure.