Check out a document

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Documents in the Managed Documents application can only be revised by one user at a time. Check out the document to revise it.

    Vorbereitungen

    Role required: document_management_admin

    or

    Role required: document_management_user

    Prozedur

    1. Navigate to the document record.
    2. Select the Check Out Document related link.
    3. Select Download file to download the current version of the document when it is checked out.
      Checkout
    4. Click Check Out.

      After checking out a document, you can edit the document and make any necessary changes.