Checking in a draft document
- From Offline Records, right-click the draft document you want to check in and select Check In
- From the Select From Record Types window, select the appropriate document Record Type.
This is a list of Record Types that support electronic attachments.
- Click OK.
You can bypass this step if you have defined a default Record Type in your Offline Records preferences.
The New Record form for the selected Record Type appears.
- Fill in the details on the New Record form and click OK.
The document has now been checked in to Content Manager and will disappear from Offline Records.
Once checked in, you can only update this document by checking the document out of Content Manager to Offline Records, a Windows folder queue or to a local folder.