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 in two ways:
- If IFS Aurena Agent is installed, the view copy and the original document file 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. Additionally, when using IFS Aurena Agent, you
do not need to manually select the view copy; once you select the original file and the stated conditions are
met, it will be checked in automatically along with the original file.
- Without IFS Aurena Agent, the view copy can be located in a different folder from the original document file
and does not need to have the same file name as the original. In this case, you must specifically select the view
file in the Select File to Upload dialog and enable the Upload View
File toggle.
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.
This activity uses IFS Aurena Agent. For details on the file operations that support Aurena Agent, refer to the
Uses of Aurena Agent in Document Management.
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.