---
title: How do I update the Intake Spreadsheet and other documents in Document Locator?
description: "The Intake Spreadsheet is located in DL. The location is: *Document LocatorWILSDocumentsWILS Forms*. You will need to use the following instructions to check out the document from DL. - Right-click on the document and select *Check Out…*You will need to…"
url: "https://w-ils.org/docs/how-do-i-update-the-intake-spreadsheet-and-other-documents-in-document-locator/"
updated: "2025-08-15"
category: Technology / PerfectForms/Document Locator
tags:
  - dl
---

# How do I update the Intake Spreadsheet and other documents in Document Locator?

The Intake Spreadsheet is located in DL. The location is: *Document LocatorWILSDocumentsWILS Forms*. You will need to use the following instructions to check out the document from DL.

- Right-click on the document and select *Check Out…*You will need to do this every time you want to update the Intake Spreadsheet. Otherwise, DL will prompt you to save a copy on your computer.

![](https://w-ils.org/wp-content/uploads/2019/04/Intake1.png)

- The dialog box below will appear. Check *Hide this dialog in the future* and click *OK*. This dialog box will no longer appear when checking out the spreadsheet.

![](https://w-ils.org/wp-content/uploads/2019/04/Intake2.png)

- The following dialog box will appear. Click *Yes* to confirm hiding the dialog and the spreadsheet will open in Excel. Update the spreadsheet as you normally would and close it.

![](https://w-ils.org/wp-content/uploads/2019/04/Intake3.png)

- After closing the document, the dialog box below will appear. Click *OK* to check the document back in.

![](https://w-ils.org/wp-content/uploads/2019/04/Intake4.png)

\*Note – Only one person can have the document checked out at any given time. The document will have a check mark beside it when someone else has it checked out. The icon should look like this:

![](https://w-ils.org/wp-content/uploads/2019/04/Intake5.png)

Should you prefer a video of these instructions, please see the YouTube video below:

[DL - Check Intake Spreadsheet In & Out](https://www.youtube.com/embed/UEmJlK05LWo?feature=oembed)