Check in a Document

After you check a document out to edit 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:

  1. Navigate to the Information Zone.
    If Smart View is not enabled, use the Smart View slider to toggle it on.
  2. Click Working Files.
  3. Click for the document that you want to check in.
    Note: When you check in a document through any browser other than Internet Explorer, you are prompted to navigate to and select the file on your PC.
  4. Optional: On the Publish Document window, click Next to navigate through the wizard to modify the associated document pools, and update the details of the document, if required.
  5. When you are ready to publish the new version to the DMS, click Finish.