Check out a document to make changes

After a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Open the document record.

2. Select the Check Out Document related link.

1. Select Download file.

2. Click Check Out.

3. Open the file and make a small change.

4. Save the document with the same name, but a new revision number.

   For example, Policy_POL_02.txt.

Parent Topic:Managed Documents