Question:
How to Check Out or Check In a document in PromoMats and Medical?
Answer:
Edit Document permission is needed.
- Navigate to the document.
- From the All Actions menu, select Check Out.
- The document downloads and opens outside of Vault.
- Once the document has been updated as needed, navigate back to the document.
- From the All Actions menu, select Check In.
- Select the file to upload and click Check In.
Note: Only 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.
Related Documentation:
Knowledge Base: How to See Who Has Checked Out a Document in PromoMats and Medical?