Check out a document

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Documents in the Managed Documents application can only be revised by one user at a time. Check out the document to revise it.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    手順

    1. Navigate to the document record.
    2. Select the Check Out Document related link.
    3. Select Download file to download the current version of the document when it is checked out.
      Checkout
    4. Click Check Out.

      After checking out a document, you can edit the document and make any necessary changes.