In the Work Panel you can select single or multiple files and check out the selected version from the iManage Work Web Server. You can also select multiple checked-out files and check them in at the same time. The Checkout and Checkin options are available on the More Actions context menu that opens when you right-click any of the selected documents in the panel or select  for the document.

NOTE: For this feature to work, ensure that:

  • None of the selected document versions are checked out already or are declared as records. 

  • You have read/write or Full Access to each document.

To view a document (Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Adobe Acrobat) before you check it out, double-click the document in the list in the panel to open it in its native application. A single click opens the document on the preview page.

After you check out a document, it can be opened by only you for editing. You can access your checked-out documents by using the Checked Out Documents filter on the Documents tab. Alternatively, select the More information arrow on the iManage Work Agent, and then select the desired checked-out document to open it in the relevant application.