Checking Documents In

When a document is been added to a workspace, team members can check the document out, download it and make changes or add comments. When a team member is finished with a checked out document, they upload the document back to the workspace and check it in so other team members can work on it.

For more details about checking documents out see, Checking Documents Out.

Note: Users with administrative permissions can cancel a document check out. This is useful if, for example, a team member has forgotten to check a document in before leaving work, and other users need to work on the document. To undo a check out, click the Actions arrow next to the document name, then click Undo Check Out.

TO CHECK a DOCUMENT in:

1. Open the Documents application.
   Note: You can also check in a document from the Workspace-level Documents application.
2. Click the Actions icon next to the checked out document name, then click Check In Document.
   The Document Check In screen opens in a new window.
3. Click Browse and navigate to the document on your computer, or type the document name and full path in the Document text box. You can upload documents up to 150 MB in size.
4. From the Status list, select whether the document is a Draft or a Final version.
5. If you are uploading a compressed ZIP file containing multiple documents and want the separate documents to appear in Changepoint PPM, select Unzip all uploaded ZIP archives into individual files.
6. Type comments about the new document version in the Description box.
   This is a required field
7. In the Permissions & Notifications section, select team members you want to be able to view the document, and team members to notify that document has been checked in.
   
   To add additional members to the list, click Browse Member Directory to get a list of Changepoint PPM users. For details about using the directory to select team members, see Using the User Selector.
8. If you want to add a custom notification message, select Type Custom Notification Message and type your message in the Notification Message box. This message is included in the notification sent to users you selected to be notified.
9. Click Check In to check the document in.
   The document is uploaded from your local computer to Changepoint PPM and checked in.
   
   Note: The document may still appear as checked out on the list of documents until you refresh the browser screen.

Related Topics:

• Checking Documents Out—How to check out a document in PPM.
• Documents Overview—A general overview of the PPM Documents application.
• Managing Documents—Basic information about managing documents in PPM.

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