Documentation | User Guide

Documentation | User Guide

Borrow a file

This part of the guide explains how to borrow a file.

Step 1 - Go to the page List of Files

  1. Go to the Docs & Files module;
  2. Choose the Files menu. This action opens the List of Files page (510:2100);

Step 2 - Borrow a file

  1. Find the file you want to borrow;
  2. Click on the line of the file you want to borrow (the line becomes grey). This action refreshes the page and displays details in the lower section;
  3. Go to the Borrowing and Returning section;
  4. Click the Create button. This action opens the pop-up window Borrow & Return File;
  5. Go to the Borrow section;
  6. Fill out the required fields (identified by a red asterisk *). For example, Borrowed By, Borrowed Date, etc.;
  7. Click the Save button. This action confirms the borrowing and refreshes the List of Files page (510:2100).