Check out a document

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: document_management_admin

    or

    Role required: document_management_user

    프로시저

    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.