Make Checked out workpapers available

Scenario

Cause

a user's connection to
Engagement Manager
is interrupted while they edit a file
a user has attempted to edit an email message.

Solution 1: open the file and save it back to GoFileRoom

Use one of the following methods to find the checked out file:
Open Word or Excel, select the
GoFileRoom
tab, then
Display Local Files
.
To look for Office documents, go to
C:\Users\<
username
>\AppData\Roaming\GoFileRoom\GFROffice\docs
To look for PDFs, go to
C:\Users\<
username
>\AppData\Roaming\GoFileRoom\GFRAcrobat\Docs
Double-click the Checked out file to open it.
Select
Save to GoFileRoom
.
Select
Save the document to GoFileRoom and close the document
.

Solution 2: use Undo Checkout in Engagement Manager

On the
Workpapers
tab, right-click the file and select
Administration
, then
Undo Checkout
from the context menu.

Solution 3: undo checkout with GoFileRoom ControlPanel

Open
GoFileRoom
ControlPanel.
Select the
Local Files
tab.
Tick the checkbox for the Checked out file.
Select
Options
.
Select
Undo Checkout(s)
, then
OK
.

Solution 4: override checkout with the Document Tracking Report

In
GoFileRoom
, select
Reports
, then
Document Tracking
.
Select the Drawer that contains the index of the file.
Select the
Checked Out
Status.
Select the file.
Right-click the file and select
Override Checkout
from the context menu.