Overview

To view the records that are checked out for you, select Checked Out. The Checked Out Records page opens.

TIP: You can also create a Dashboard Chart showing your checked-out records. Refer to Creating a Dashboard chart from a filtered list.

Properties and other details

Select the  icon and then select Properties to view the following in the Details panel:

  • Properties Tab: View and, where applicable, edit information about the checked-out record.

    NOTE: If you have the rights to adjust file part property information, it'll be possible to do so directly within this panel. Any changes made are recorded and displayed in the file part timeline.

    TIP: Client and Matter information is also displayed on this tab.

  • Holds Tab: Displays information about the holds assigned to the file part. Select  to filter the holds.

  • Timeline Tab: Displays information about the any users who have modified the file part, with the date and time. Select  to filter the timeline.

  • Related Tab: Displays the related records and allows adding and removing related records.
    NOTE: To expand or collapse the file part details menu, select the Hide Details  icon.

Filters

You can filter the Check Out Records list as required. For more information, refer to Filters.

Creating a Dashboard chart from a filtered list

You can create a dashboard chart from the list of items displayed. Any filters applied to the list are retained in the chart creation dialog. Refer to Dashboard > Saving existing lists as dashboard charts.