Question:
How to check who has checked out a document in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
In order to check who checks out a document, take the following steps:
- Select the document and locate the padlock next to the status.
- Roll the cursor over the padlock and it indicates who checks out the document, along with the date and time.
NOTE: The user who checked the document out and the Document Owner can check it back in. If the user or Document Owner is not available then a Vault Owner or Administrator must undo the checkout. Otherwise, the document cannot progress.
Old User Interface:
In order to check who checks out a document, take the following steps:
- Select the document and locate the padlock next to the status.
- Roll the cursor over the padlock and it indicates who checks out the document, along with the date and time.
NOTE: The user who checked the document out and the Document Owner can check it back in. If the user or Document Owner is not available then a Vault Owner or Administrator must undo the checkout. Otherwise, the document cannot progress.
Related Documentation:
Support Portal Documentation: How to Check Out/Check In a Document in PromoMats?
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