Checking In Documents - 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 use the Documents Checked Out layout to check in or undo checkout on documents. The following options are available:

Option

Description

Undo Checkout

Select to undo a checkout of a document. The document becomes available for other users to check out. Any changes you made to the document while it was checked out are discarded.

Check In

Select to check in a document that has been checked out of OnBase.

To check in documents from Documents Checked Out layout:

  1. Select the document from the Documents Checked Out layout.
  2. Select Check In. Additional options are displayed.
  3. Click the Choose File button.
  4. Browse to the location where you saved the document and click Open.
  5. Enter a check in comment in the Comments field.
    CAUTION:

    Comments longer than 250 characters are not supported and will be truncated.

  6. Click the OK button. The document is checked in as a revision of the original document. When the document is successfully checked in, a confirmation message is displayed.