When you open a document for editing, it moves into Work in Progress. Other users can see it is being edited and cannot make changes until you save or discard your version. They can still view the document.
To access Work in Progress, click Work In Progress in the ribbon.
The central view lists all documents you currently have open for editing.
Actions Available
Open: view the document without editing.
Edit: open the document for editing in its associated application.
Save: save your changes as a new version and release the document back to other users.
Discard Version: discard your changes and revert to the previous version, releasing the document.
Take: download your version to your computer to edit outside of Virtual Cabinet.
Return: upload your edited file back into Virtual Cabinet as the new version.
View Audit, Notes, Extract, Email and Print are also available from the ribbon or right-click menu.