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.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

  1. Open the document record.
  2. Select the Check Out Document related link.
    Check out a document.
  3. Select Download file.
  4. Click Check Out.
  5. Open the file and make a small change.
  6. Save the document with the same name, but a new revision number.
    For example, Policy_POL_02.txt.