Checking In a Document - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

You can check in a document from the Unity Client Document Viewer, or from the My Checkouts pane.

To check in a document from the Unity Client Document Viewer, click Check In Document:

To check in a document from the My Check outs pane, select the document and click Check In Document.

Click one of the following buttons:

Button

Description

Save as Revision

Saves the document as a new revision. Any text you enter in the subsequent Comment screen will be saved as a comment for the revision.

Depending on how the Document Type is configured, a comment may be required.

CAUTION:

Comments longer than 250 characters are not supported.

Save as New Document

Saves the document as a new document.

Cancel

Cancels the check in process. No new documents or revisions have been added.