Check out and check in from OneDrive

Content Manager Web Client supports checking out and checking in documents from OneDrive. When you click on a record in Web Client and the document is in OneDrive, you will see in the Actions panel.

To checkout to OneDrive:

1. Select the record you want to checkout to OneDrive.

2. Click cloud in the Actions panel.

   A pop-up message with the status is displayed.

3. Click OK.

   The document is opened in another tab for making changes.

   If you click Close in the pop-up, the document remains checkout to OneDrive. You need to check it in again using the Check In option.

4. Edit the document as required, close the tab and then check in the document.

To check in from OneDrive:

1. Click Check In

   The check in record dialog is displayed with the following options:

   • Keep checked out - checks in the updated document to Content Manager Web Client but keeps the document checked out in OneDrive.
   • Make a new revision - the updated document will be checked in with a new revision.
   • Discard any modifications made - document will be checked in discarding the changes made to it.
2. Select the options as required.

3. Added comments, if any and click Check In.

   The document is checked in to the Content Manager Web Client.