Excel Spreadsheet fails to check back in

Modified on Thu, 21 Mar at 9:26 PM

Problem

Why do some older versions of Excel spreadsheets fail to automatically check back in to the Document Management System after editing.

Solution

This is a known issue that our developers were not able to resolve due to Microsoft constraints. After editing these spreadsheets, you need to rightclick on the folio record and select Check Out > Check In. Otherwise, you will be prompted to check them in when you log out.

Manual check in can also be done via Lawyers Toolbar > My Documents > Select the document in the ‘Checked Out Documents’ list > Right Click > Check In.

IMPORTANT

Spreadsheets with a file extension of .xls do not check in automatically whereas those with a file extension of .xlsx do.
Some other file types may also require you to check in manually after editing.
For editing purposes documents are ‘checked out’ to prevent other users from attempting to edit them at the same time. The check out process copies the document from the server to your PC and the check in process copies the edited document back to the server replacing the original