Deltek PIM 24.1 Online Help

Check in a Document

After you check a document out and make changes to it, you must check the document back in to the DMS. This ensures that people have access to the latest version of a document.

To check in a document in Smart View:

  1. On the header bar, click Information Zone.
    If Smart View is not enabled, click the Smart View toggle to enable it.
  2. Click Local File Management.
  3. On the Local File Management, click for the document that you want to check in.
  4. In the file explorer window, navigate to and select the file that you want to check in.
    This step does not apply if you are using Internet Explorer, as the file is automatically selected.
  5. On the Publish Document window, modify the document title and version number, if required.
  6. Use the following tabs to modify any of the publishing settings, as required:
    TabDescription
    Publish ToUse this tab to modify the document pools and attributes to publish the document to, if required.
    Template AttributesUse this tab to modify the document pools and attributes to publish to template to, if required. This tab only displays when you check in a template document.
    Details/CommentsUse this tab to modify the details of the document, and add version comments.
    Share WithUse this tab to share the document with colleagues after you check it in. For information, see Share Documents When You Publish Them.
    Publish Email ToUse this tab to select the document pools and attributes to publish the email to. This tab only displays when you choose to share the document after you check it in.
    ActionsUse this tab to create actions for the document after you check it in.
    Coding SchemeUse this tab to finalize the document code. This tab only displays when you select a document pool that has a coding scheme configured on it.
  7. When you are ready to check the document in, click Publish.

You can also check in files from the Local File Management dashpart in the Personal Zone.

Additionally, to check in a file without changing any publishing details, you can use the express check-in option. To do this, go to the Information Zone or the Documents tab within a project, locate the document you want, and click > Express Check-in.