Check out a document to make changes

  • 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

    • After a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    手順

    1. Open the document record.
    2. Select the Check Out Document related link.
      Check out a document.
    3. Select Download file.
    4. Click Check Out.
    5. Open the file and make a small change.
    6. Save the document with the same name, but a new revision number.
      For example, Policy_POL_02.txt.