Managing Checked Out Documents

The Manage Checked Out Documents info area offers an overview of all documents currently checked out.

To obtain an overview of all checked out documents, select Settings > Maintenance > Manage Checked Out Documents: A list of all documents currently checked out by any rep is displayed.

You can undo the check-out of any document by selecting Undo Check Out from the record's context menu.

For information on documents in Aurea CRM.Web, see Documents.