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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Check in a document

Check in the document after you revise it so other users can check out the document.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

  1. Navigate to the document record.

  2. Select the Upload/Check In Revision related link.

  3. Click Browse and navigate to the revised file.

  4. Click Open.

  5. Check the Name and Revision Number.

  6. Click OK.

Parent Topic:Create a document