Check out a document to make changes After a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document. Open the document record. Select the Check Out Document related link. Select Download file. Click Check Out. Open the file and make a small change. Save the document with the same name, but a new revision number. For example, Policy_POL_02.txt.