Question:

How to Check Out or Check In a document in PromoMats?

Answer:

Check Out or Check In is available to a user when the user role has an Edit Document security setting.

1. Locate the document and open it.
   
   
2. Select the All action icon on the right-hand side.
   
   
3. Select Check Out.
   
   
   
   
4. The document downloads and opens outside of PromoMats.
   
   
5. Make the necessary changes to the document that is downloaded and Save the changes.
   
   
6. Return to the document within PromoMats.
   
   
7. Select the All action icon again and select Check In.
   
   
   
   
8. Select Choose to upload the file.
   
   
9. Add a description (if required), and select Check In.
   
   

NOTE: The user who checked the document out can check it back in. If the user is not available then a Vault Owner or Administrator must undo the checkout. Otherwise, the document cannot progress.

Related Documentation:

Vault Help Documentation: How to Check Who has Checked out a Document in PromoMats?