Checking in checked out documents from Content Manager Desktop
When an electronic document is checked out or extracted from Content Manager, check it back in using Content Manager Desktop:
- From Content Manager Desktop, right-click the record to check in and click Check In.
The Check In Document dialogue box appears.
Return From - select from:
- Offline Records
- Local File - activates the As File Name field.
- As File Name - enter the path to the electronic document you are checking in if it is saved somewhere outside Offline Records
- Return Type - sets the status for the document you are returning:
- Make a New Revision
- I want to retain the previous revision because... - optional - you can overwrite the default text and enter the reason for the new revision. Revision notes can be viewed in the Revision window, to display this window, right-click on the record, point to Electronic and click Revisions.
- Replace Current Revision
- Discard Any Modifications Made
NOTE: If the original document has not been modified, Content Manager will show it below this option.
- Make a New Revision
- Comments - comments will appear in the record's Notes field
- Keep document(s) checked out after check in complete - checks the document into Content Manager but will automatically check it back out to Offline Records so that you can continue working on it.
- Select the Action tab to set further check in details.
See Action tab.
- Select the Access Controls tab to set the security details of the checked in document.