Checking out and editing a file

When you check out a file, the file is locked and copied it to your checkout directory. You can access the file on your computer by navigating to your checkout directory and opening the file.

When you edit a file, the file is checked out and Webtop opens the file in an editing application.

If you are prompted to accept Documentum or Java applets, do so. Read all prompts carefully.

Note: The checkout option is enabled regardless of whether you have adequate permissions to check out a given file. However, if you do not have adequate permissions for a file, then Webtop will not let you check out that file.

Note: If your WDK-based application supports approvals, checking out sets pending approvals to cancel status. If you cancel the checkout, the cancel status resets to the pending status.

To check out a file:

  1. Navigate to the file.

  2. Do one of the following:

    • To check out a file without opening it, do one of the following:

      • On the file’s line item, click either Checkout.

      • Select the file’s checkbox. (To checkout several files at once, select each file’s checkbox). Select File>Check Out.

    • To check out and open a file, do one of the following:

      • On the file’s line item, click Edit.

      • Select the file’s checkbox. (To checkout several files at once, select each file’s checkbox). Select File>Edit.

  3. If you are prompted for any of the following, take the prescribed action:

    • If you are prompted to confirm which files to check out, do the following:

      • If you are checking out several files: confirm checkout options for each file separately by clicking Next. For the last file, click Finish. You can apply the selected checkout options to all remaining files by clicking Finish before you get to the last file.

      • If you are checking out a virtual document: select whether to check out the root file and all its descendants, or check out only the root file while also downloading the descendants as read-only, or check out only the root file without downloading descendants.

    • If you are checking out a virtual document and if you receive a warning that some files are locked and will be checked out in read-only mode, click Continue to continue the checkout.

    • If you are prompted for a checkout directory, type the path and directory.

    • If you are prompted to select which repository location to use for relative path links within a virtual document, select the location.

    • If you are prompted to install the software used for editing the file, do so.

    • Web Publisher users only: If you are prompted to choose a location for a file that is mirrored in more than one location, but if the locations are not listed, then you must set your Checkout Directory property in the Web Author tab in your preferences before you can check out this file. Cancel the checkout and set the preference. For more information on preferences, see the chapter on setting preferences.

  4. The file is locked and copied it to your checkout directory. If the file does not open upon checkout, you can open it by locating the file in your checkout directory and opening the file.