Check-In

When a user has finished editing the document, they need to check in the document.

Check-In for Online edits

To check in a document for online edits, follow the steps below.

1. Click on the horizontal ellipsis (three-dot menu) icon of a checkout document and select the Check-In option.

   

2. Otherwise, navigate to the Document View and click on the Check In button to check in the document from the Document Viewer.

   

3. On the Check In popup, select any one of the options by clicking on the radio buttons, optionally enter a comment, and click on the Save button.
   1. Major
   2. Minor
   3. No Change

      

4. If Major is selected, the document is updated to a new major version and is displayed in the document metadata panel.

   

5. If Minor is selected, the document is updated to a new minor version and is displayed in the document’s metadata panel.

   

6. If the No Changes option is selected, the edits are discarded and the document remains in its previous state and version.

   

7. Click on the refresh icon within the Grid View.

   

Check-in for Offline edits

For Offline edits, users need to upload the locally edited document in the Attachment* section by clicking on the Browse button.