Content Manager 25.1 Web Client Help

# Check In

To check in an electronic document:

1. On the selected record, click Check In

   The Check In Record dialogue appears.

2. Select the required Check In Record options:

   - Keep checked out - select this option to check the document into Content Manager and leave the document checked out so you can continue to edit it.
   - Make a new revision - select this option to create a new revision of the electronic document. Clear the check box to replace the current revision with this one.

   - Discard any modifications made - select this option to check the document in without saving the changes that were made to the document. Clear the check box to check the document in and save the changes.

     NOTE: If you are checking in documents on behalf of another user, the Discard any modifications made option is selected by default and cannot be changed.

   - Comments - type any additional information about the checked in document.
   - Click Attach electronic document to navigate to the Windows location of the electronic document. Select the file and then click Open. Alternatively, you can open Windows Explorer from outside the Internet browser, navigate to the file and drag it to the Attach electronic document field on the Check In Record dialogue.
3. Click Check In.

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Check In