Checking Out Documents in DL

Checking Out Documents in DL

If you need to print a document or enter information that does not need to be saved (for example, the IL Consumer Intake Form), you may double-click on it to open a read-only copy.

If you need to save data to a document which needs to be saved for others to view (for example, the Intake Spreadsheet), right-click on the document and select Check Out… When you close the document, it should save the information entered. If you need a refresher on checking documents out from DL, here is a video tutorial:

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