Checking Out a File

To check out a file:

1. Navigate to: Personal OrganizerCW Desktop.
2. Click the Recent tab.
3. Select a project.
4. If you want to view a File Director document other than the displayed defaults:
   • Select the time frame criteria for which you want to list recent documents created or modified.
   • Click the Refresh button to update the displayed list of documents based on your criteria.
5. Select the File Director document on which you want to take action.
6. Click the Take Action icon.
7. Select the Check Out File(s) option from the floating menu.
   • The Check Out option is not available if the file is currently checked out.