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Microsoft Sharepoint 2013 : Working with documents - Checking documents in and out

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1/21/2015 8:30:17 PM
Checking out a SharePoint 2013 document ensures that you are the only one making edits to it. When you’re finished making edits, check in the document so that other users can view the changes you made. Even if the document is saved, if it is still checked out, the most recent changes will not be visible to other users.

Check out a document

  1. On the Quick Launch bar or in Site Contents, select the document library with which you want to work.

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  2. Click to the left of one or more documents to select it; a check mark will indicate it’s selected. (Hover over the title to see the check mark option.)

  3. On the ribbon, click the Files tab.

  4. In the Open & Check Out group, click Check Out.

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  5. In the pop-up message box that appears, click OK.

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Tip

When a document is checked out, its icon displays an outward-pointing white arrow within a green box.

Check in a document

  1. Click to add a check mark to the left of one or more document titles that display the green checked-out icon.

  2. On the ribbon, click the Files tab.

  3. In the Open & Check Out group, click Check In.

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  4. In the Check In dialog box, click Yes or No to keep the file checked out after checking it in.

  5. In the Comments text box, enter optional comments to include in the document’s version history.

  6. Click OK.

    image with no caption

Tip

Checking in a document but retaining its Checked Out status makes it possible for others to see your recent changes while you continue to work on it.

Caution

Selecting Discard Check Out will cancel any changes that you made since your last Check In. Check In often to ensure that the changes you make are saved.

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