Checking In Documents

Check in a document when you are finished with it. You must check in a document to lift the lock that a check out places on a document.

To check in a document:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a checked out document and click Check Out options Check in.
  5. In the Check In dialog box:
    1. Click Browse then browse to the document and select Open.
    2. In Comments field enter any comments you want to include with the document.
    3. Select Check In.

      Note: Cloud only. Documents are scanned for viruses on upload to the content repository. If a virus is detected, the document is removed, a notification is displayed, and the uploading user is emailed the details. If a virus is detected during check-in, only the infected version of the document is removed.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Configuring Document Details

Checking Out Documents

Sending Email about Documents

Creating Document Folders

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



Last Published Thursday, February 1, 2024