Check Out and Check In Files

Files can be checked out in the file thumbnail pane by users who have been granted upload/download permissions.

Checking out a file prevents the following actions by other users:

The check-out can be cancelled by the person who checked out the document, a Project Administrator, or a System Administrator. Only the person who checked out the document can upload a newer version of the document to check it back in.

To check out/in a file:

  1. Navigate to a project folder that contains the file you want to check out.

  2. From the file thumbnail panel, click on the check-out  icon for the file.

  3. The area around the thumbnail image changes to red and the undo check-out icon is now displayed in the file details area indicating that the file is checked out and locked .

Checked-Out File

  1. Click the download icon  to save a copy of the file you just checked out on your machine to make the desired updates.

  2. When you have finished editing the document and have saved your changes (using the same file name), click the Upload Files button in the file thumbnail panel where you have the file checked out.

  3. Browse to the folder where you saved the new version and click the Upload Now button. The resulting window displays the file name in blue, indicating that it has been uploaded as a revision of a current document in that folder.

  4. When viewing the uploaded file version in the thumbnail panel, the version information display's and the file is automatically checked in (the check-out icon  now displays).

Check Out and In Multiple Files

To check out and in multiples files, select the checkbox next to all the files you want to check out or in and follow the procedures above.