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Checking Documents In and Out

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Checking Documents In and Out

If you are working in a workgroup, there is a chance that two people might start to work on the same file at the same time, which creates a conflict. Problems occur when one or the other saves the file overwriting changes the other one might be making. To avoid this problem, the Web site administrator can enable document check-in and check-out. This locks out other people from making changes and saves a copy for possible restoration. When a file is checked out to you, a green check mark appears in the Folder List. A gray padlock means the file is checked out to someone else.

Enable Document Check-In and Check-Out

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Click the Tools menu, and then click Site Settings.

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Click the General tab.

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Select the Use Document Check-In And Check-Out check box.

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Click the option you want to check out files from a remote or local site.

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Select or clear the Prompt To Check Out File When Opening A Page check box.

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Click OK, and then click Yes to confirm the change.

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Set Document Check-In and Check-Out

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Click the View menu, and then click Folder List, or display Folders view.

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Right-click the file you want to check-in or check-out, and then click Check-In or Check-Out.

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View the Check-Out Status Report

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Open the Web site you want to view status, and then click the Reports button in Design view.

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Click the Reports button list arrow, point to Workflow, and then click Checkout Status.

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To sort choices in a report by the information in a column (Name, Title, Assign To, etc.), click the column heading.

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To filter a report by a specific column values, click the list arrow next to the column header, and then select a filter method.

  • All. Removes a filter already in place.

  • Custom. Opens the Custom AutoFilter dialog box, where you can apply a filter using two conditions.

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