Question:
How to check in a document via Vault File Manager?
Answer:
Vault File Manager can only be used if users have the appropriate permissions.
Check Out to Vault File Manager
1. From the document's Actions menu, select Check Out to File Manager.
When the user is not already logged into Vault File Manager, Vault prompts them to do so.
Documents are automatically downloaded. A progress bar shows the document's download progress, and the file opens in the assigned application.
Whenever a document is edited, it must be saved to the same location. Vault File Manager is not be able to Check In a file if it is moved to another location.
Check In to Vault File Manager
- From the document's Actions menu, select Check In from Vault File Manager or launch Vault File Manager.
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Select one or more documents to check in using the check boxes.
- Click Check In.
- Optional: Add a comment in the Description field. This description applies to all checked-in documents.
- Click Confirm.
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Vault File Manager uploads the new versions to Vault and deletes the checked-out versions. Each document's upload status is indicated by a progress bar.
By hovering the mouse over the progress bar, users can select Skip File to place a document at the end of the upload queue, or select Cancel to stop the process.
Related Documentation:
Vault Help Documentation: