Check out a document

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

  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.