### Check out a document

When a document is checked out, the document's status changes to UNDER CHANGE. A new document opens with another revision number and the status UNDEFINED. Only documents with RELEASED status can be checked out. Documents with status OBSOLETE cannot be checked out.

When you check out a document, the effect on all its linked objects depends on the type of link and on the vault parameters defined for your organization by the SSA ECM administrator.

The revision number can be generated automatically, or if the Manual Revision Entry option is selected for your organization, you can enter the revision number manually.

If you check out a document to which you assigned a manual revision, you might be prompted to assign the document a new revision. If the manual revision does not conform to the mask defined for your system, SSA ECM cannot assign the next revision automatically.

The structure of the revision number depends on the mask defined for your organization. The revision number may be made up of two parts, to cater for major and minor changes. If this option is enabled by your SSA ECM administrator, a major change updates the first part of the revision number, and a minor change updates only the second part. For more information about revision numbering and masks, check with your SSA ECM administrator.

To check out a document

1. On the Documents page, select the appropriate (RELEASED) document.
2. On the Actions menu, click the appropriate check-out option:

- For a minor change, click Check Out.
- For a major change, click Check Out Major.

The new revision of the document is opened with status UNDEFINED. The status of the previous revision changes to UNDER CHANGE.

SSA ECM 8.0 SP1 User's Guide © Copyright 2004 SSA Global Technologies (Israel), Ltd.