(Dansk version)

Overview

Editing a document in DocuNote involves opening the document in the appropriate editor application, then saving the changes and checking the document back in.

To edit the document:

1. Right-click the document and select Edit from the context menu.
   • Alternatively, select the document and click Edit on the ribbon bar.

1. Make changes to the document in your editor.

   <aside> 💡

   Tip:

   • From DocuNote version 26.1, it is possible to change the check-out of a document from standard location to a OneDrive for business location (see setting (794-797) Documents settings and User options). From user perspective the check-out/in experience is unchanged.
     • Standard Office documents edited via OneDrive benefit from automatic saving and the ability to share the file with colleagues directly from the Office application for simultaneous editing </aside>

2. After you have finished editing your document, close the editor.

   • If it is an Office document (Word, Excel, PowerPoint and Outlook), the Office add-in can be used for completion (see more here MS Office integration - MS Office Add-in under "End editing via MS Office Add-in"

   • Else way close the program the standard way, chose “Save” in the popup window

     <aside> ⚠️

     Please note:

     • If you are editing a PDF via Adobe, you may encounter one or more additional dialog boxes:

       • Adobe Save as box - Click on the path it suggests (Top option)

         

       • Windows Save As - Click on “Save” without making changes

         

       • Windows Confirm Save As - Choose “Yes” to replace i

         

     </aside>

3. In the following dialog box you have different options:

   

   • Minor version - creates a minor (draft) document version;
   • Major version - creates a major (published) document version;
   • Overwrite current major version - Overwrites the current version. For details about document versions, see Documents - Working with versions.
   • Status - Let you apply/change the status for this document. For details, see Documents - Assign/change status.
   • Comment Allows you to leave the comments;
   • Continue editing later and keep the document locked - The document will be locked by you. No document version will be created for now;
   • Undo edit - The changes you have applied will be ignored.

   <aside> ⚠️ Please note:

   • If closing a program doesn’t trigger the “Check in” dialog box, you must manually force check-in via the context menu to apply the saved changes.

     

   • As administrator, you can define the default options selected in the Check in dialog box. For details, see Settings for document (Documents settings).

   • The Check in dialog box can vary depending of the setting in “(637) Use Check-in metaform” (see Documents settings) </aside>

Custom design for Check-in metaform

It is possible to configure a custom design for check-in dialog box by adding necessary fields on its metaform.

By default, a check-in metaform contains Document status and Comment fields.

To configure a custom design for the check-in dialog:

1. Navigate to the Administration tab>Metaforms designer.

2. In the Form navigation tree, click Document check-in.

3. Do one of the following:

   • invoke the context menu and click Create;

   • click icon on the ribbon bar.

     

4. In the New metaform design for 'Document Check-in', add necessary fields and click Save.