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CCH Software User Documentation

Check In Documents

After you have finished working on a document you must check it in so that others can work on the document. If you want to know how to add a document, which automatically checks it in at the same time see:  Add Document for Client or Contact.

Check In Documents

When a document is checked out, this symbol will appear in the Checked out column in the main screen clipboard_e7df46b017c3dcb9c134da220bf70074a.png

  1. Either in a Client or Contact record or in the Global Document area, locate the document that you want to check in.
  2. Do one of the following to check in the document:
    • Right-click the document and select Check In
    • Click Check In under Version Control on the Task Bar.
    • Click on the red cross in the top right corner of the document.

clipboard_eb15fcf6b9c732297277d43dcd88970f2.png

  1. In Comment box you can add details relating to the changes made to the document.
  2. To check in one or more documents, click the check box next to the document name and then click Check In.

A new version of the document is created.

Note: You can also check in documents from within MS Word and MS Excel.

CheckIn.png

 

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