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Checking Out a Document

You can check out a single document from the Document manager by following the procedure below. If you need to check out multiple documents refer to the Check Out Document Wizard.

  1. Right-click on the document in the Document Manager and select Check Out. The Check Out Document Wizard will appear.

  2. Follow the steps in the wizard to complete your check out.

You are now working in a checked out copy of your client file with your document checked out.

  • You can verify which file you are working in by looking at the text following your file name at the top of the Working Papers window.

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