When working with Microsoft Office documents located on a local or remote SharePoint library we are discovering that we need to know the Check In/Out status of the document either being opened or worked on.
To do that click on the arrow that points down just to the right of the Quick Access Toolbar (Customize Quick Access Toolbar).
The command we are after is not to be found in any of the button groups after clicking More Commands…
Change the Choose commands from: list to All Commands.
Click on the first item in the commands list and hit the “S” key on the keyboard to drop down to the commands that start with that letter.
After finding Server click the Add button to get the command into the Quick Access Toolbar.
Once the Server command is on the Quick Access Toolbar we will have easy access to the needed SharePoint related information.
The problem that we were running into had to do with a document being saved and closed but for some reason not being checked back in. If the document is checked out, and someone attempts to open that document and edit it, even the same user editing it from another location, the user will run into Read Only and “Notify when available” messages.
Microsoft Small Business Specialists
Co-Author: SBS 2008 Blueprint Book