Editing Documents with the new M-Files Desktop

To edit a document with the new M-Files Desktop:

  1. Right-click the document in the listing area.
  2. Select Open.
  3. Select Check out.
    This makes sure that only you can edit the document.
    To edit a document that is checked out to someone else, click the document with the secondary mouse button and select Ask object to be checked in.
  4. Make and save your changes to the document.
  5. Close the application.
  6. Click Yes when M-Files asks if you want to check in the document.
Your edits are checked in to the vault and can be seen by other users.