Checking Out and Checking In Documents

The check out functionality can be used for various reasons, such as when documents need to be placed on hold if they have been released too early. This prevents other users from downloading the document while it is being updated.

After any changes are completed the document can be checked in, meaning users can download it again.

To check out a document:

1. Select the document.

2. Click Actions and select Check out.

   

3. Enter a reason for checking out the document.

4. If you want to completely remove access to the document (and while it’s checked out, select the Remove Access check box.

   
   

5. Click Check out.

6. Click Yes to confirm.

To check in a document:

1. Select the document in the Register.

2. Click Actions and select Check in.

   
   

3. Enter the reason for checking in the document.

   
   

4. Click Check in.

5. Click Yes to confirm.