Check out a document to make changes

task brazil Updated Sep 10, 2026 1 min read t_CheckOutADocumentToMakeChanges.md
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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

or

Role required: document_management_user

Procedure

  1. Open the document record.

  2. Select the Check Out Document related link.

    [Omitted image "CheckOutADocument.png"] Alt text: Check out a document.

  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.

Parent Topic:Managed Documents

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