Content Manager 24.4 Content Manager

# 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:

1. 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.

2. Comments - comments will appear in the record's Notes field
3. 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.
4. Select the Action tab to set further check in details.

   See Action tab.

5. Select the Access Controls tab to set the security details of the checked in document.

   See Setting Access Controls for a record.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Checking in checked out documents from Content Manager Desktop