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 upload a document file to the document revision.

Limitation: View copy or extended file check in is not supported in IFS Aurena.

Prerequisites

• This activity is applicable in IFS Aurena.
• Edit access to the document revision is required.
• An existing document revision must be checked out, or the file has been deleted.
• If an existing document has been checked out, user need to remember the folder path where he saved the edited 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 in IFS Enterprise Explorer.

System Effects

• The document file is checked in to the repository and file status will be set to Checked In.

Related Window Descriptions

Document Details
Document Object Connections

Procedure

Use one of the following procedures to check in your document file.

Checking in a document file for the first time:

1. Open the Document Details page.
2. Search for a document revision without an attached document file.
3. Click Check In Document to open the dialog to select a file.
4. Select a document file and click Ok. The document file is then checked in and connected to its document revision. The File Status field on the Document Details/Main Information group will display a value of Checked In. 

Checking in a document file after editing it:

1. Open the Document Details page.
2. Search for a document revision with an attached document file that you have checked out. The File Status field on the Document Details/Main Information group displays a value of Checked Out.
3. Click Check In Document. The file is then checked in to the repository. The File Status field on the Document Details/Main Information will display a value of Checked In. 

Note: You can also Check In document file to a document in the Document Overview page. Multiple document check in is not supported. Macro settings and Name files using settings will not be considered when checking in  documents.