Check in Documents

Only the user who checked out the document and administrators have the ability to check in files. In the event that documents were checked out by accident, you can undo check out. There are two other ways to check in a file: by uploading the file (with the same name) into the folder it was checked out of, or by clicking the Check In button in the File Properties window. You will not be able to check in a document if its name has changed because it will be considered a new file.

To undo check out

  1. Go to the Project Documents page.
  2. Navigate to the folder where the file was checked out of.
  3. Click the file's Properties link.
  4. Click Undo Check Out.
  5. Click Save.

To ensure a successful check in, please make sure that you are checking in the exact same file name. The version number will automatically update after the file has been uploaded.

To check in a file by uploading it

  1. Go to the Project Documents page.
  2. Navigate to the folder where the file was checked out of.
  3. Click Upload.
  4. Click Select Files to navigate to and select the file you want to check in.
  5. Click Upload Now.
  6. Click OK.

    7. If document custom fields are enabled on your account, the Update Custom Fields window is displayed.

  7. Update document custom fields.
  8. Click Save.
  9. Click Close.

If a different file name is checked in, the new file name will be used, and the version number will be updated.

To check in a file via file properties

  1. Go to the Project Documents page.
  2. Navigate to the folder where the file was checked out of.
  3. Click the file's Properties link.
  4. Click Check In.
  5. On the Upload File page, click Browse.
  6. Navigate to and select the file.
  7. On the Upload File page, click Upload File.
  8. On the File Properties tab, click Save.