Quote Files can be checked out from the Dashboard.  You can use this feature when you want to be the only person editing the file; think of it as checking out a book at a library.  When a file is checked-out, RFP Builder notifies other users that you are working on the Quote File and gives them a warning when they try to open the file.   
 
The file will indicate that it is checked-out with a yes/no in the In Use column on the Dashboard (hover over the “yes” in the In Use column to see who has checked-out the file).

• In the Quote File, go to Files/Docs >> File check-outs >> Check OUT this file

 
Note:  Don’t forget to check the file back in when you are done so that other users can access the file.   

You can use this menu option if you want to view the files that you have currently checked out or to open a particular checked-out file. 
 

• In the Quote File, go to Files/Docs >> File check-outs >> View/open checked-out files 

 
Note:  You need open checked-out files from the File check-outs dialogue.  Checked-out files cannot be opened from the Dashboard without spawning a separate copy (a warning dialogue will open). 
 
Tip:  You can also open a checked-out document by going to File >> Open and selecting it from recent documents.  Just make sure you are opening the version with the file path to the correct shared location.