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.

1. Open the document record.
2. Select the Check Out Document related link.

   

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.