Site Management and Collaboration > Using Check In/Check Out > Setting up the Check In/Check Out system

 

Setting up the Check In/Check Out system

Before you can use the Check In/Check Out system, you must have associated your local site with a remote FTP or network server (see Associating a remote server with a local site). Then you must set up the following options.

To set Check In/Check Out options:

1 Choose Site > Define Sites, select a site, and click Edit.
2 In the Category list at the left, click Remote Info.
3 Do any of the following:
Select the Enable File Check In and Check Out option if you are working in a team environment (or working alone but from several different machines).
This option is useful for letting others know that you have a file checked out for editing, or for alerting yourself that you may have left a more recent version of a file on another machine. See Using Check In/Check Out.
Select the Check Out Files when Opening option if you want files to automatically be checked out when you double-click to open them from the Site window. (Using File > Open to open a file doesn't check the file out even when this option is selected.)
Enter a check-out name.
The check-out name appears in the Site window alongside any files that you have checked out, enabling other team members to locate you if you have a file that they need. If you work alone from several different machines, use a different check-out name on each machine (for example, AmyR-HomeMac and AmyR-OfficePC) so you'll know where the latest version of the file is if you forget to check it back in.
Enter an e-mail address.
If you enter an e-mail address and then check out a file, your name appears in the Site window next to that file as a clickable link (blue and underlined). If a team member clicks on the link, their default e-mail program pops up with a new message. The To field will contain the e-mail address, and the Subject field will contain the corresponding file and site name.