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File Checkin and Checkout

When you turn versioning on for a file, you are automatically given the option to Checkin and Checkout that file. There are 3 types of actions involved in file checkin/checkout:

  • Checking out a file allows a user to edit the file and save it multiple times without creating multiple versions of that file. Checking out a file also creates a lock (if the file is not already locked) on a file which prevents other users with write permission on that file from editing it. Checking out a file does not, however, prevent users with read permission from seeing the changes made to the file while it is checked out. Users will be able to see the very latest version of the file whether or not the file has been checked in.


  • Checking in a file creates a permanent version of the file that encompasses all changes made while the file was checked out. Checking in a file also removes the lock on the file.


  • Unchecking out a file not only removes the lock that was created when the file was checked out, but it also removes the temporary Version of the file that was created when the file was checked out. Unchecking out a file essentially reverses the entire checkout process. No changes made to the file while the file was checked out are kept after the file is unchecked out.

To Checkout a file (only applicable if versioning is On):

  1. Navigate to the file you wish to check out.
  2. Click on the Manage icon for the respective file.
  3. Click on the "Versions" link.
  4. Click the "Checkout" button. Automatically, a temporary version of this checked out file is created.
  5. Click "Back" to return to the Information screen.


  6. You may now edit this file as you wish and no additional versions of it will be created.

To Checkin a file (only applicable if versioning is On and the file is checked out):

  1. Navigate to the file you wish to check in.
  2. Click on the Manage icon for the respective file.
  3. Click on the "Versions" link.
  4. Click the "Checkin" button. The checked in version overwrites the temporary version that was created when the file was checked out.
  5. Click "Back" to return to the Information screen.

To Uncheckout a file (only applicable if versioning is On and the file is checked out):

  1. Navigate to the file you wish to uncheckout.
  2. Click on the Manage icon for the respective file.
  3. Click on the "Versions" link.
  4. Click the "Uncheckout" button. The temporary version that was created when the file was checked out is automatically deleted.
  5. Click "Back" to return to the Information screen.