Check out a document to make changes
-
- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Now Platform Capabilities
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
orRole required: document_management_user
Procedure