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Check Out Documents

To edit a document, check it out of a folder. When you are finished, check the document back in. If the 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 check out before you can proceed.

Check Out

This procedure explains how to check out a document.

Follow these steps:

  1. Open the Knowledge Store page for a specific program or project, or the Document Manager page for a resource.
  2. Locate the document, and from the document Actions menu, click Check Out.
  3. Save the document to your desktop, and select a location for the file.
  4. Click OK.
Undo Check Out

Only the user who checked out the document originally can undo a check out. Undoing a check out 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.

Check In

Click Check In from the document Actions menu. Browse for the updated copy in the location that was selected when you checked out the document.

More information:

Add a Document to a Folder