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How to Check Out or Check In a Document in Vault PromoMats and Medical?

  • Updated

Question:

How to Check Out or Check In a document in Vault PromoMats and Medical?

Answer:


Edit Document permission is needed.

  1. Navigate to the document.

  2. From the All Actions menu, select Check Out.

    Check Out.png

  3. The document downloads and opens outside of Vault.

  4. Once the document has been updated as needed, navigate back to the document.

  5. From the All Actions menu, select Check In.

    All Actions Check In.png

  6. Select the file to upload and click Check In. 

    Check In.png
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 Check Who has Checked out a Document in Vault PromoMats and Medical?

 

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