The steps below outline how to check out a document in Equinox:

  1. Open the case the document is saved to
  2. Go to the Documents tab
  3. Click on the document that needs editing
  4. Click the ‘Edit Document’ option, the document will be downloaded on your PC

5. The document details screen will update to show that the document has been checked-out (time, date and        which user)


Note: The document will remain ‘checked out’ even if the user that checked out the document logs out of Equinox. Users can override the document check-out functionality if they have the relevant system permissions. Please see the section on ‘Overriding a document checkout’ for more information.