Documents and Folders › How to Manage Documents › Check Out Documents

Check Out Documents

To edit a document, you must first check it out of a folder. When you are finished, check it back in. If document versioning is enabled, this will automatically create another version of the document.

Your checked-out document cannot be edited by other users until you check it back in. The Check In option is available from the document’s Actions menu for checked-out documents.

The steps for checking out a document from a Document Manager page are similar to the steps described in this section.

To check out a document

The document must be enabled for check out before you can proceed.

1. Select Knowledge Store from the Organization menu.

   The Knowledge Store page appears.

2. Choose Check Out from the document’s Actions menu.

   The File Download windows appears.

3. Click Save to save the document to your desktop, and select a location for the file.
4. Click OK.

More information:

Work with Document Versions

Add Documents to Folders

Check In Documents