Check In Document

Explanation

Use this activity to check in document revisions and their attached document files to the repository. The document is automatically unreserved when it is checked in, and other users may then view or edit it. 

If the document revision does not have a connected document file, you can attach a document file to the document revision and check in the two together. A view copy can be checked in along with the document file.  These two files must reside in the same location, have the same file name, but have different file extensions. For example, the view copy is named mydoc.pdf whereas the original document file is named mydoc.doc. Other files can be checked into a document revision if they share the same file name but have different file extensions. When checking in a document, the types of documents that can be checked in are displayed in the Files of Type field in the Choose file for Check in dialog.

Prerequisites

• Edit access to the document revision is required.
• An existing document revision must be checked out, or a new document revision is created without a connected document file.
• You must be the user that checked out the document revision.
• The file type of the document to be checked in should be registered in the EDM Basic/File Types tab.

System Effects

• The document file and the view copy file (if it exists) are checked in to the repository.
• If the After Initial File Check-In, Delete Local File option is enabled in the User Settings window, the first time the document file is checked in, it will be removed from the local check-out path location. With subsequent check-ins, the file is always removed from the local check-out path.

Pages

Document Object Connections
Document Revision
Document Revisions

Activity Diagrams

Create Document
Edit Document