Checking In a Document

Once you are finished making changes to a checked-out document, you can check it in. If you check in a document that is under version control, it will automatically be checked in as a new version. If you check in a document not under version control, you can choose to overwrite your changes, place your document under version control and save as a new version, save a new member of a link group, or create a new document.

When you check in a document that is under version control, all the changes that you made while the document was checked out will be saved in a single new version in the version history. The original state of the document will be retained as the prior version in the history.

Note: The option to save as a new member of a link group will only be available if the original document is a member of a link group and is not under version control.

Tip: You can also check out or check in a document by using special shortcuts or URLs. See Shortcuts and URLs for more information.

To check in a document

  1. Select or open the document you want to check in and do one of the following:
    • In the folder browser, right-click the document, or open the Tasks menu, point to Check In/Check Out, and select Check In Documents.
    • In the document viewer, open the Tasks menu, point to Check In/Check Out, and select Check In Documents.
  2. Perform one of the following:
    • If the document is under version control, it will be checked in and your changes saved as a new version. You will be prompted to provide an optional version comment and label. See Version Comments and Labels for more information.
    • If the document is not under version control, you will be prompted to select how you want to handle the changes made to the electronic file. You can choose any of the following options. When you have made your choice, click OK to complete the check-in.
      • Save as a new version of the document. The document will be placed under version control, with the updated electronic file saved as a new version.
      • Save as a new document. A new document will be created with your changes.
      • Overwrite the existing document. The existing document will be replaced with your updated document.

To check in a document

  1. In the folder browser, select the document you want to check in.
  2. From the Tasks menu, select Check In, or right-click, point to Check In/Check Out, and select Check In. You can also select Checked out Documents from the Tasks menu, select the document you want to check in, and select Check In. This can also be done from the document viewer to check in an imaged document that you have open.
  3. If the Office Plug in is not installed, in the Check In Document dialog box, select how you want to handle the changes made to the electronic file and click Check In. Electronic documents that are already under version control are limited to the Save as new version option.
  4. If the checked-out document is under version control, in the New Version dialog box, specify a comment or label for the new version and click OK.

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