By default, when you open an Office document (such as a Microsoft Word document) in LegalWorks it will open in read-only mode, allowing you to read the document but not make changes. Once open, you can click Edit to change to Edit Mode which allows you to make changes to the document. While in Edit mode, other users can read the document but cannot make changes to the document while you have it open in Edit mode (to avoid conflicts).
But suppose you wanted a document to be similarly locked from editing without having to keep the document open on your computer? To accomplish this, you can check the document out.
Checking a Document Out
To check a document out, click the Properties button to the right of the document, then in the top ribbon of the Properties dialogue, click Check Out
This docuent is now Checked Out, and will appear to all other LegalWorks users as such, indicated with a green arrow icon over the document icon.
Other users will be able to open the document in read-only mode, but cannot edit the document until you’ve checked it back in. This is a great way to keep other users from editing a document while you work on it over a long period of time.
Checking a Document In
When you’re done modifying the document, you can (and should) check it back in. To do this, click the Properties button to the right of the document, then in the top ribbon of the Properties dialogue, click Check In. Next you’ll be presented a dialogue confirming your check-in; in this dialogue you can also enter Version Comments.
You may optionally enter comments where prompted: A short description of the changes you made to this document. These comments will appear for that Version of the document when viewing the version history for this document. Note that this is a great way to add a summary to each document’s iteration. For more information, see: Version Management.
Once checked in, other users can open and edit this document.