Check In Document
Explanation
Use this activity to check in document revisions and their attached document
files to the repository. The document is automatically unreserved when it is
checked in, and other users may then view or edit it.
If the document revision does not have a connected
document file, you can attach a document file to the document revision and check
in the two together. A view copy can be checked in along with the document file. These two files must
reside in the same location, have the same file name, but have different file extensions. For example, the view copy is named mydoc.pdf whereas the original
document file is named mydoc.doc. Other files can
be checked into a document revision if they share the same file name but have
different file extensions. When checking in a document,
the types of documents that can be checked in are displayed in the Files of
Type field in the Choose file for Check in dialog box.
Prerequisites
- Edit access to the document revision is required.
- An existing document revision must be checked out, or
a new
document revision is created without a connected document file.
- You must be the user that checked out the document
revision.
- The file type of the document to be checked in
should be registered in the EDM Basic/File
Types
tab.
System Effects
- The document file and the view copy file (if it exists) are checked in to the repository.
Please note that view copy document file is not checked in together with the
original document file when using IFS Web Client. IFS Enterprise Explorer
client must be used for this.
- If the After Initial File Check-In, Delete Local
File check box is selected in the
User Settings window, the first time the document file
is checked in, it will be removed from the local check-out path location. With
subsequent check-ins, the file is always removed from the local check-out
path.
Window
Document Object Connections
Document
Revision
Project Navigator
Related Window Descriptions
Document
Revision
Document
Revision/General
Document Object Connections
Project Navigator
Project Navigator/Project Documents
Procedure
Use one of the following procedures to check in your document file.
Checking in a document file for the first time:
- Open the Document Revision window.
- Query for a document revision without an attached
document file.
- Click Check In
to open the Choose File for Check-in dialog box.
- Select a document file and click Ok. The document file is
then checked in and connected to its document revision. The File
Status field on the
Document Revision/General tab will display a value of Checked In.
Checking in a document file after editing it:
- Open the Document Revision window.
- Query for a document revision with an attached document
file that you have checked out. The File
State field on the
Document Revision/General tab displays a value of Checked Out.
- Click Check In.
The file is then checked in to the repository. The File
Status field on the
Document Revision/General
tab will display a value of Checked In.
Note: You can also Check In document files by selecting them in the Document Revisions window and using the relevant right mouse button options. Multiple documents can be checked in by selecting multiple rows in this window. Macro settings and Name files using settings will not be considered when checking in multiple documents.