Check in a Document

When you have finished editing a document that you have checked out, or after you have created a new document from a template, you must check it in to the DMS to ensure users have access to the latest version.

The Local File Management component must be installed and running on your PC.

To check in a document using Local File Management:

1. To display the Local File Management page, do either of the following:
   • Navigate to the Information Zone, and then click the Local File Management tab.
   • Right-click the Deltek Local File Management icon in your system tray and choose Local File Management Page.
2. On the Local File Management page, under In PIM, click > Check-in File for the document that you want to check in.
3. On the Publish Document window, modify the document title and version number, if required.
4. Use the following tabs to modify any of the publishing settings, as required:

   Tab	Description
   Publish To	Use this tab to modify the document pools and attributes to publish the document to, if required.
   Template Attributes	Use 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/Comments	Use this tab to modify the details of the document, and add version comments.
   Share With	Use this tab to share the document with colleagues after you check it in. For information, see Share Documents When You Publish Them.
   Publish Email To	Use 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.
   Actions	Use this tab to create actions for the document after you check it in.
   Coding Scheme	Use 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.

5. When you are ready to check the document in, click Publish.