Checking In a Document

To check in a document:

  1. Locate the document you want to check in.

  2. Select Check-In from the Actions drop-down menu.

    To check in multiple documents, select their check boxes, then select Check-In from the Document Actions drop-down menu.

    The Check-In window appears.

  3. Select the Delete Local Document check box to delete your local copy after the document check-in is successful.

  4. Select one of the following options:

    • Replace checked out version – Select this option to replace the version of the document that is in the library with the version that is on your local drive.

    • Create new version – Select this option to create a new version of the document in the library using the version that is on your local drive. When you select Create new version, the Author, Entered By, and Comment fields become available.

    • Create sub-version – Selecting this option to create a new sub-version of the document in the library using the version that is on your local drive. When you select Create sub-version, the Author, Entered By, and Comment fields become available.

  5. Click the Choose File button. A native Open dialog box appears. Locate and select the checked out document and then click Open.

  6. Click Check-In And Unlock or Unlock.

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