Check in and undo check out

Checking In records

To check in a record, perform the following steps:

  1. Navigate to Checked Out Documents page.

  2. Click More option and select Check in option.

  3. Select the check box of the record(s) you want to check in.

  4. Click Confirm.

    A confirmation message is displayed.

  5. Click Check in to complete the check in process.

    The record is checked in with an edit status Checked In and the revision is incremented by one.

Undo Checking Out of the record

You can undo checking out for a single record from record list or undo record(s) check out from the Checked Out Documents.

To undo the check out of a record, perform the following steps:

  1. Undo check out of a single record

    1. Navigate to the record list where the record, you want to undo the check out, is available. For example, Recent Documents or Favourites.

    2. Click More option.

    3. Based on the location of the check out, select either Undo check out or Undo OneDrive check out option from the context menu.

      The check out operation is reverted.

  2. Undo check out from Checked Out Documents

    1. Navigate to Downloaded Documents.

    2. Click More option.

    3. Select Delete option from the context menu.

    4. Tick the check box for the record(s) you want to delete from Downloaded Documents and then click Delete (top right).

      The selected record(s) is deleted/removed from the Downloaded Documents.

  1. Navigate to Checked Out Documents page.

  2. Click More option and select Undo check out option.

    For a specific record, you can access the Undo check out or Undo OneDrive check out option from the context menu of the record.

  3. Select the check box of the record(s) you want to undo the check out operation.

  4. Click Confirm.

    A confirmation message is displayed.

  5. Click Confirm to undo the check out operation.

    The changes done to the document(s) are discarded and the record(s) is deleted from the Checked Out Documents. The edit status of the record will be Checked In.