Check out a document

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

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

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedure

    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.