KBA-01080: Getting, Checking Out and Checking In Catalog Files

Purpose & Scope:

Spitfire stores all of your uploaded and scanned files in SQL Server and it is capable of storing multiple versions of the same file so that you can have a history of that file. Files in the Catalog (and attached to Documents) can be viewed in their native applications, but when a file needs to be revised elsewhere or at a later time, you can download a copy of it onto your workstation or network. That downloaded version can then be opened and edited when you are not in Spitfire.  At some future time, you could then check in the file so that others could view the ‘latest approved‘ version of the file.  Users with enough permission can view all stored versions of a file. Note: you can also edit files seamlessly while in Spitfire.  For all your file revision options, see the Focus on Files and the Catalog Dashboard guide.

Procedure

To get and check out a file:

  1. In the Spitfire Catalog, search for your file.
  2. Click on the CheckIn/CheckOut icon to open the drop-down menu for the appropriate file.
  3. Select Get Latest.
  4. In the Get File dialog box, click the Check out the file checkbox.
  5. Click Get.
  6. Point to a location on your computer or the network where you‘d like to save a copy of this file and click Save.
  7. Close the Get Version dialog box.  You‘ll be able to open the file as usual at a later time.

To check in a file:

  1. Return to Spitfire‘s Catalog Dashboard and click the drop-down menu for the file.
  2. Select Check In.
  3. In the Check In File dialog box, click the browse button to locate your edited version of the file.
  4. Enter the Source Rev # if appropriate. (Use this field to cross-reference your customer‘s or vendor‘s version number.)
  5. Click Check in.

Additional Comments:

This procedure also applies to files that are attached to Documents.


KBA-01080;  Last updated: September 18, 2017 at 11:40 am;
Keywords:  file revision