Documents and Folders › Documents › Check Out Documents

Check Out Documents

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

Other users cannot edit a checked-out document until you check it in. Enable the document for checkout before you can proceed.

Check Out

Follow these steps:

1. Open the knowledge store or the document manager page for a specific program, project, or resource.
2. Locate the document, and from the document Actions menu, click Check Out.

   The File Download windows appears.

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

Undo Checkout

Only the user who checked out the document originally can undo a checkout. Performing this action unlocks the document, allowing others to check out the document.

Select Undo Check Out from the document Actions menu to undo a document check-out status.

Check In

Click Check-in from the document Actions menu and browse for the updated copy in the location selected when you checked out the document.

More information:

Work with Document Versions

Add a Document to a Folder