To check in a document:

1. From an items list, do one of the following:

   • Click the Check In icon in the row for the document you want to check in.

   • If you do not have the Check In icon displayed, click the More actions icon in the row for the document you want to check in. Select In/Out.

   The Check In Documents page is displayed.

2. Fill out the fields as described below:

   Button	Function
   Replace checked out version	Selecting this option will replace the version of the document that is in the library with the version that is on the user's local hard drive.
   Create new version	Selecting this option will create a new version of the document in the library using the version that is on the user's local hard drive. Before creating a new version, fill out the Author, Entered by, and Comments fields.
   Create sub-version	Selecting this option will create a new sub-version of the document in the library using the version that is on the user's local hard drive. Before creating a new version, fill out the Author, Entered by, and Comments fields.
   Edit time (min)	Enter the amount of time spent working on the document (in minutes) in this field. This is optional and is normally used only if the document or user is subject to cost tracking.
   Remove Local Document	Deletes the copy of the file that is on your local hard drive after the file has successfully been copied to the library. This option is a function of the Smart Check In/Check Out feature and will only be available if Smart Check In/Check Out has been installed.

3. Select either Check In and Unlock or Unlock.

To create a new version or sub-version:

1. Click Create new version or Create sub-version. The following options are available. Use the table lookup button to retrieve a list of valid IDs:

   • Author: Allows the user to change the ID for the author of the new version or sub-version.

   • Entered by: Allows the user to change the ID for the person who entered the new version or sub-version.

   • Comment: Users can enter a comment of up to 200 characters that describes the changes made to the document or reason for the creation of a new version or sub-version.

   • Trustees: In order to change the Trustees for the new document version or sub-version:

     The document must have Security set.

     You must have Control Access rights to the document.

     You must first change the user(s) listed in the Author or Entered by field to enable the Trustees checkbox.

2. After you select the Trustees check box, select Add Author and typist listed above to current trustees to add the user(s) listed in the Author and Entered by field to the current list of trustees.

   Select Replace current trustee(s) to clear the original author and typist in the trustees list, and add the user(s) in the Author and Entered by fields to the current list of trustees. The new Author and Typist will have Full Access to the new document.

To unlock a document without checking it in:

1. Go to the Quick Reference page and find the document you want to unlock on the Checked Out tab.

2. Click the Check In icon in the row for the selected document to access the Check In Documents page. If the Check In icon is not listed in the Actions column, click the More actions icon and select In/Out.

3. Click the Unlock Only button to unlock the document and make it available to other users.