PacBlue Printing's Digital Planroom

ProjectFile

Check-In Check-Out Files

One or more files can be checked out in the file thumbnail pane by users who have been granted upload/download permissions.

 

Once checked out, the files cannot be downloaded or versioned by anyone else except the person who has them checked out. The check out can be un-done by the person who checked out the document, a Project Administrator, or a System Administrator. Only the person who checked out the document, however, can check it back in by uploading a newer version of the document.

 

To check out/in a single file:

 

  1. Navigate to a project folder that contains the file you want to check out.

  2. From the file thumbnail panel, click on the check-out icon for the file.

  3. The area around the thumbnail image changes to red and the undo check-out icon is now displayed in the file details area indicating that the file is checked out and locked .

  4. Click the download icon to save a copy of the file you just checked out on your machine to make the desired updates.

  5. When you have finished editing the document and have saved your changes, click the button in the file thumbnail panel where you have the file checked out.

  6. Browse to the folder where you saved the new version and click the button. The resulting window displays the file name in blue, indicating that it has been uploaded as a revision of a current document in that folder.

  7. When viewing the uploaded file version in the thumbnail panel, the version information displays and the file is automatically checked in (the check-out icon now displays)

 

To check out/in multiple files:

 

  1. Navigate to a project folder that contains the files you want to check out.

  2. In the thumbnail panel, select the check boxes for the specific files.

  3. From the top of the panel, click on the icon to check out all selected files. Note that if one or more files you selected are already checked out, clicking this icon will undo the checkout of those files.

  4. The area around the checked out thumbnail images changes to red and the locked icon is now displayed in the file details area  for each file that is now checked out. Whenever you see this icon, moving your mouse cursor over the icon (Tool Tip) will show you the name of the person that has the file checked out.

  5. Select the check boxes for the specific files you want to download and edit.

  1. Click the download icon to save a copy of the selected files on your machine to make the desired updates.

  2. When you have finished editing the documents and have saved your changes, click the button in the file thumbnail panel where you have the files checked out.

  3. Browse to the folder where you saved the new versions and click the button. The resulting window displays the file names in blue, indicating that each has been uploaded as a revision of a current document in that folder.

  4. When viewing the uploaded file version in the thumbnail panel, the version information displays and the file is automatically checked in (the check-out icon now displays beside each file revision you uploaded)

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PacBlue Digital Imaging Inc.
380 West 2nd Avenue, 2nd Floor, Vancouver, BC, Canada V5Y 1C8
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