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project management software KnowledgeBase

CO Check-Out Files

The Check Out Files system (Document Version Control) is available to assist you with checking in and out uploaded file attachments when edits or updates are necessary to those files.
It can be reached from the projects and tasks screens on the "Files" Tab or from the "Files" menu item.



Checking Out:
By checking out a document, (clicking on the Check Out icon in the CO column example above), the system will:
  • Automatically make a copy of the original to archive
  • Change the CO icon to a checked out icon with the check out reason to alert other users.
  • Still allows the original version of the file to still be viewed or downloaded by other users.
Checking In:
Once the file is checked back in by clicking on the Check In icon the system will:

  • Change the CO icon back whereas the file could be checked out again by any user.
  • Update the automatically incremented file version number circled below.
  • Show how many revisions there have been (Example below shows (2)) .


By clicking on the "(2)" you will be able to see and have access to all file versions archived.
See example below.





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