Checking in documents

https://help.myob.com/wiki/x/FiHnAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Check In updates Document Manager with the document changes once editing has been completed. When you check in the document, it can be checked into Document Manager as the same document that you checked out or as a different version or as an entirely new document.

The available Document Check In options are:

Create a new version — The document will be added to Document Manager as a new version of the original document.
Create a new document — The document will be added to Document Manager as a new document.
Replace original document — The original document in Document Manager will be replaced with the copy being checked in.
Keep document checked out — A copy of the latest version of the document will be added to Document Manager but the original document will remain checked out. This option is enabled only when the Replace original document option is selected.
Delete local document file after check in — The local copy of the document will be deleted after checking it in to Document Manager.

To check in a document

On the Analyse Documents page, Find Documents page, My Checked Out Documents page or a Documents tab, select the document to be checked in. In AE, you can also select from the My Checked Out Documents page or homepage.
Click Check In on the Tasks bar.
or
Select Check In from the right-click menu. The Check In window opens with the full path of the checked out document.

The red tick beside the reference number indicates that the document is checked out by the current user. The person icon to the left of the reference number indicates that the document is checked out by another user. You can only check in documents that are checked out by you.
Select the appropriate Check In options.
Click OK. If you have chosen the option to Create a New Document, the Create Document Wizard opens (see Creating new documents).

For an open Microsoft Word, Excel or Outlook document you can also check in the document by clicking the Check In button on the application tool bar. When you close the document in Microsoft Word or Excel, it is automatically checked in.

Related topics

Checking in and checking out

Checking out documents

Unlocking checked out documents

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Integration with Microsoft Office applications

Tools and options

Using Document Manager

Searching & viewing documents

Migrating to Document Manager