Document Manager - automatically checking a document out when being modified

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Contributing User KerriW
5 Posts
Contributing User
Australia
Contributing User

5Posts

0Kudos

0Solutions

Solved: Go to Solution

Document Manager - automatically checking a document out when being modified

We have been having an issues with some staff who have gone to modify an excel workpaper in document manager, but upon saving their changes (not completing it) the system automically checks the document out to them and the changes don't update in the system even though it is still In progress. So no one can access the document. When they check it back in, or undo checkout, all changes they made are lost.

It also seems to be an issue when that employee creates their own workpapers too.

 

This is only affecting some staff and not others. Could it be a security issue? Although one of the affected staff is a director who has full rights.

 

Any assistance would be appreciated.

 

3 REPLIES 3
Highlighted
MYOB Moderator MattN
728 Posts
MYOB Moderator
MYOB Moderator

728Posts

98Kudos

0Solutions

Re: Document Manager - automatically checking a document out when being modified

Hi @KerriW

 

Thanks for your post, and welcome to the MYOB Community Forum - we hope you find it a wealth of info!

 

It sounds like the Document Manager Toolbar may be not loading correctly - can you confirm (when Excel is opened) that the tool bar is loading and appearing correctly.

 

If its not, that will cause documents to not check out or check in correctly.

 

However, if you open a document (for example, an Excel spreadsheet) from Document Manager, it will default to checking that document out - as the assumption is made that you are going to edit the document.

 

Once you make changes and close the document, the toolbar will check the document back in.

 

So, for the users experiencing this issue, confirm whether the Document Manager tool bar is showing in excel when  they open the document.

 

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
Contributing User KerriW
5 Posts
Contributing User
Australia
Contributing User

5Posts

0Kudos

0Solutions

Re: Document Manager - automatically checking a document out when being modified

Thanks for your feedback Matt.

The tool bar appears to be loading correctly.

Our issue now seems to be that all excel spreadheets, even when In Progress, are opening in read only format so no changes can be made. Now everyone is experiencing this issue.

 

This has only happened over the last couple of weeks. prior to this we had no isues.

 

Regards

Kerri WIlkin

MYOB Moderator MattN
728 Posts
MYOB Moderator
MYOB Moderator

728Posts

98Kudos

0Solutions

Accepted Solution Solved

Re: Document Manager - automatically checking a document out when being modified

hi @KerriW

 

Thansk for the reply - and fear not - all Excel documents opening in Read Only mode is a quick and easy fix!

 

As a SuperUser, go to the Maintenance Menu > Documents > Document Manager setup then open the 'Applications' tab.

 

you will see Excel listed there, and on the right hand side is a column labelled "Open in View Mode" - make sure this is NOT ticked.  (if it has a tick, remove it).  Placing a tick in this box sets the document to be Read Only.

 

Click Next at the bottom, then click Finish and then log out and back into AE (just to be sure that all settings are picked up) and try an Excel document again.

 

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post