Content Manager 25.1 Content Manager

# Methods of checking in electronic documents

There are several methods of checking in documents and email to Content Manager:

- Check in email to Content Manager automatically using linked folders - see Checking in email automatically using Check In Style
- Further methods of checking in email - see Checking in email
- See Attaching electronic documents to records
- See Checking in documents using dragging
- Use Offline Records to check in and manage documents in use - see Offline Records
- Check in documents into Content Manager from a specified folder on a computer - see Document queues
- Send an electronic item to Content Manager from another application - see Using Send To Content Manager

NOTE: Shortcuts (*.lnk files) - when you try to check in a shortcut to Content Manager - for example, Explorer.lnk - then Content Manager will attempt to resolve the file/path name and check in the file, not the link. If the file does not exist or has moved, Content Manager will display a message. See Content Manager Desktop Add-Ins dialogue box for details about setting up desktop integration functions.

If an electronic document has multiple authors attached to it, when the document is checked into Content Manager, each Author will be added as an Author type Contact on the record. If the document is being checked in using drag and drop, if the Authors are not known Locations in Content Manager, depending on the System Options enabled by your Content Manager Administrator, you will be prompted to resolve the unknown location types, see Resolve Unknown Location Types for details.
If the Author field is on the record entry form, you can click the KwikSelect to display the Maintain Author Contacts dialogue to make changes to the Authors using the before saving the document.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Methods of checking in electronic documents