Document editing control

Before you edit a document, you must check out the document from the library. While a document is checked out, other content managers cannot check out and modify the same document.

After completing the changes, you must check the document into the library so that other content managers can check out and modify the document.

Checking out a document

You can cancel a checkout and discard all changes, even if you saved the changes while editing the document.
  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Locate the document to edit.
  5. If the document is not published, click Edit to check out the document.
  6. If the document is published:
    1. Select the name of the document to check out.
    2. Click Checkout.

Checking in a document

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Locate the document to check in.
  5. If the document is not published, click Edit to check out the document.
  6. If the document is published:
    1. Select the name of the document to check out.
    2. Click Checkout.
  7. After applying your changes, select Check In > Check In.
  8. Optionally, in the Check In Notes dialog box, provide a note or a description of your changes to the document.
    We recommend that you specify a note for audit tracking.
  9. Click Save & Check In.