Document Check-in/Check-out

Only project documents can be checked in/out from within project documents. Checking in/out a document attached to a risk, issue or register entry must be done from within the entry itself.

Checking out a document

If a document is not already checked out, click the ‘Check Out’ text to check out the document.

• Click Check out

This opens the following prompt to continue to Check out the document or cancel the action

When a document is checked out, the column text changes to ‘Check In’ and the type icon changes to indicate that the document is checked out.

Checking in a document

• Click ‘Check In’

This opens the check in document modal.

You must select a document with the same name as the document that was checked out.

Clicking ‘Check In’, uploads the new version of the document and checks the document back in.

To check a document back in without uploading a new version, click the Check In button without selecting a document.   

Note: A document cannot be checked in with a different name from the one that was checked out.

• Click the document name to download the document.

Note: Only project documents can be checked in/out from within project documents. Checking in/out a document attached to a risk, issue or register entry must be done from within the entry itself.