Check in a document after making changes

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • After making changes to a document, check the revised document into Managed Documents.

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedure

    1. Open the document record.
    2. Click the Upload/Check in Revision related link.
    3. Click Choose File, select the revised file, and click Open.
    4. Check that the Name and Revision Number contain the updated number.
    5. Ensure that the Check in option is selected.
    6. Click OK.
      The Document Revisions list updates to contain the most recent revision.