Re: Drag Electronic Document to Record with Existing Checked-In Document (151 Views)
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Valued Contributor
RodgerDodger
Posts: 270
Registered: ‎10-28-2009
Message 1 of 4 (205 Views)

Drag Electronic Document onto Record with Existing Checked-In Document

[ Edited ]

We are using Trim 7.1.0.1157.

 

End users want the ability to drag electronic documents onto records in Trim that have existing electronic documents attached to them.

 

However,  if the electronic document in the existing records is checked in, Trim does not allow the new electronic document to be attached.   It immediately brings up a new record dialog box.

 

According to our user type permissions, an end user does not have record administration permission.

 

If  an end user right mouse clicks on a record with an electronic document checked in,  "check in" is not an option. 

 

However, if you select "record administration" as a permission for the end user , the "check in " option appears even if the document has been checked in.

 

We certainly do not want to give our end users the "record administration" permission.   But is there a way for the end users to check in a document in a record with a document already checked in without first having to check the document out?

 

Also what is it about the "record administration" permission that allows a user to check in a new document even when the existing electronic document is currently checked in.

 

Thanks for your help.

 

RD

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Valued Contributor
Strider_1
Posts: 110
Registered: ‎04-20-2010
Message 2 of 4 (200 Views)

Re: Drag Electronic Document to Record with Existing Checked-In Document

Hi RD

 

This is pretty normal behaviour. Albeit, at times I find it quite frustrating also.

 

What you will find is that if the document is first checked out (best to use offline records) then it will allow the user to draf the new document over it as a new revision. They will be provided with a message re it already being checked out but when they press ok it will work fine and remove the document from offline records also.

 

An extra step or two but it does work ok.

 

Cheers

 

 

 

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Valued Contributor
RodgerDodger
Posts: 270
Registered: ‎10-28-2009
Message 3 of 4 (173 Views)

Re: Drag Electronic Document to Record with Existing Checked-In Document

Strider,

 

   Thanks for your reply.  Problem is people don't like that extra step.  But there is no way of getting around it.

 

Thanks.

 

RD

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Honored Contributor
Grundy
Posts: 2,845
Registered: ‎02-16-2009
Message 4 of 4 (151 Views)

Re: Drag Electronic Document to Record with Existing Checked-In Document

Only Admins can do this.

You need the Record Admin user permission.

 

 



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