Project Documents

ID #1071

Check out, check in and undo checkout tools in documents

If any team member would like to change a document, allows to do this with the Check out feature. Once any document is checked out by any team member, this document will be available in the Read-only mode to the other team members until the document is Checked in. provides version control for any document which is incorporated to the Check out or Check in action.

Undo Check out feature cancels all changes made to the document and releases the lock for that document. So, the document is unchanged and no entry is added to the document history. If a document is checked out then it is necessary to Check in otherwise it will be available in the read only mode for the other team members. Once a document is checked in, then a new version of the document will get created with modifications. 

To Check out document

  • Select the Documents module of either Business or Project workspace
  • Select the desired document to be Checked out
  • Click the Check out option


View Video Demo of How to checkout document



 To Check in document:

  • Select the Documents module of either Business workspace or Project workspace.
  • Select the desired document which is Checked out.
  • Click the Check in option.


  • Upload the desired file to be Checked in from the hard drive.
  • Enter comments in Check in form.
  • Click Check in to complete the process.

Once the document is checked in then a new version of that document will get created and you can view document versions using View Properties option.

View Video Demo of How to Check in Document


To Undo Checkout:

  • Select the Documents modules of either Business or Project workspace.
  • Select the desired Checked out document.
  • Select Undo Checkout option under Tool Box.


  • Click Yes on the confirmation popup.



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Last update: 2011-06-27 12:46
Author: Naven Kumar
Revision: 1.13

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