PDF documents won't Check in Automatically

Problem

When closing a PDF document after opening it from LawMaster, it remains Checked out and doesn't automatically check back in.

Solution:

The Auto Check-in Non-MS Office Files checkbox is found in Menubar > Parameters > Set Parameters > Records Management > Processing Options. A greyed-out text field is displayed to show the file types supported for auto check-in, e.g., .pdf. When enabled, LawMaster will automatically check in any documents of the specified file type shown in the field below the checkbox. 

The Auto Check-in Non-MS Office Files checkbox is available in LawMaster version Canada R2 and later. On upgrade to Canada R2, the parameter will be disabled, and file type textbox will include .pdf by default

However, you must also ensure that the application you use to view the file is whitelisted. Currently these are: 

• Adobe Reader 
• Acrobat Pro 
• Foxit Reader 
• Foxit PhantomPDF Business 

All other file types, such as image files and outlook emails, must be checked in manually after you have closed the file. 

If the user closes LawMaster or if Windows crashes before closing any opened PDF files, Auto Check-In will not occur. Also, if a PDF document has password protection, you must manually check the PDF back in to LawMaster following closing.

 Please refer to Editing Folio Attachments page for more information.