Check documents in and out of a document library


The checkout process lets you collaborate with others on the same set of documents. It provides a method for controlling and tracking the changes that are made to the documents. You can check out a document if it is not already checked out by someone else. By checking out a document, you can temporarily prevent others from making changes to it.

You can make changes to a document after checking it out. When you are ready for others to view the changes that you made, you can check in your version of the document to the document library. After the document is checked in, your version of the document can be checked out by someone else.

If your organization’s document management system supports version tracking, you may have the option of adding a version description or choosing a version type, such as a major or minor version. Major versions (1.0, 2.0 and so on) can be used for making important changes in your drawing, whereas minor versions (1.1, 1.2, 1.3 and so on) can be used for making light edits. In addition, depending on how the permissions are set up in your document library, a minor version might be treated as a draft document that only certain users can access.

When you check out a document, a copy of the document is saved to your working folder. You can modify this copy of the document and save the changes locally, without sharing them with others. You can also keep working on the copy of the document when you are offline. You can repeatedly close and reopen the copy without affecting the checkout status and then check in the document when you are online again.

Undoing document checkouts

You can undo a checkout at any time. Undoing a checkout lets you discard all changes that you made to the document since you checked it out. If you choose to keep the document open after undoing a checkout, the working copy becomes a read-only version.

To check a document out of a document library

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1 Click File Document Management Open.
The document library Web page appears.
2 Browse to the location of the file that you want to check out.
3 Click the filename.
4 Click Open.
The file appears as read-only.
The checkout status of the file appears on the Document Management toolbar. The file is ready to be checked out if it is described as Checked In.
5 Click the Check out document button on the Document Management toolbar (View Toolbars Document management).

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When you check out a document, a copy of the document is saved to a working folder on your computer.

To check a document in to a document library

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1 Click the Check in document button on the Document Management toolbar.
2 In the Check in document dialog box, type a description of the changes that you made to the document in the Description of changes text box.
If minor versions are available, by default the document is checked in as a minor version. To check in the document as a major version, disable the Increment minor version check box.
If you want to check in the changes but keep working on the document, enable the Keep document checked out after checking in this version check box.

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If you copy a file to another location and make changes to the file, you will not be able to check in the changes from within CorelDRAW. Instead, you must either check in the file directly in SharePoint or copy the file to the working folder and then check the file in from within CorelDRAW.

The availability of major and minor versions depends on the settings of your organization’s document management system.

To undo a document checkout

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Click the Undo checkout button on the Document Management toolbar.

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Undoing a checkout discards all the changes you made to the document. If you want to save a copy of the document that has your changes to a local folder, click File Save As.

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