Project Management Configurations › Document Templates for Activities › Check Document Templates In and Out

Check Document Templates In and Out

You can check out and (check in template files so that you or others in your organization can change the document template. When you check out a document template, the document template becomes locked and users will be unable to change it. Checking it in unlocks it.

Once you have added a document template, you can change any aspect of the template file except the file name. To change the file name, copy the document template to your desktop, delete the file from the Document Template Manager, change the file name, and add then document template to the activity.

Note: See the Common Features and Personal Options User Guide for more information.

To lock or unlock a document template

1. Select Document Templates from the Project Management menu.

   The Document Templates page appears.

2. From the list of folders, click the name of the top level folder.

   The child folders are displayed.

3. Do one of the following:
   • To lock an unlocked document template, select Check Out from the Actions drop-down next to the activity name to which you want lock.

     The document is locked.

   • To unlock a locked document template, select Check In from the Actions drop-down next to the activity name to which you want unlock.

     The document is unlocked.