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

*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:

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

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