Autosaving

Your changes are automatically saved every 30 seconds. You only need to save to SiteVault if you want to create a new version or share your draft in SiteVault.

Save to SiteVault/Vault

Saving to SiteVault allows other staff to view the progress you’ve made. If another user needs to edit the form, you’ll need to check in the document.

Complete the following steps to save your changes and create a new version without ending your editing session:

1. Select Save to SiteVault (PDF) or Save to Vault (DOCX).
2. If you want to include version comments, enter them in the Version Comments box (DOCX).
3. Select Save to SiteVault. A confirmation message is displayed over the Save to SiteVault and Check In buttons.

When the changes are successfully saved, the message is updated. You can select the linked version number to return to SiteVault, or you can select the X to close the notification.

Save and Exit or Check In to SiteVault

When you check in the document, a new version is created, your editing session is ended, and the document is unlocked in SiteVault so others can edit it or it can be sent for review. Only one user can edit a document at a time.

Complete the following steps to check in your document to SiteVault:

1. Select Save and Exit (PDF) or Check In (DOCX).
2. If you want to include version comments, enter them in the Version Comments box (DOCX).
3. Select Check In. When the check-in is complete, the new document version opens in SiteVault.

Cancel Your Checkout

You can cancel your checkout by selecting the option to cancel your checkout from the document’s Actions menu and confirming the cancelation in the dialog. SiteVault does not save any of the changes you made in the since you last saved your changes by clicking Save to SiteVault.

This action is only available to the user that has checked out the document.

Cancel Another User’s Checkout

You can cancel another user’s checkout by selecting Cancel Checkout from the document’s Actions menu and confirming the action in the dialog. The user that had the document checked out will receive a message that you have canceled their checkout. SiteVault does not save any changes any user made since they last saved their changes by clicking Save to SiteVault.