Check out a document to lock it. Locking a document prevents others from changing the document while you are working with it.
If document locking is turned on, when a document is being edited it is automatically locked to prevent edit conflicts. Documents that are locked are indicated by a small lock icon.
Checking out a document on IBM FileNet P8 automatically creates a draft of the document. On IBM Content Manager, check out can be done without creating a draft.
To check out a document:
- Click the down arrow next to a document name to display the menu.
- Click Check Out.
- To unlock the document, display the context menu and click Cancel check out. If you cancel the checkout, any pending drafts are deleted. If the document is only a draft, and has not yet been promoted to a document, then the draft is removed entirely.
Note: To check out documents on the document summary page click Check Out.
Parent topic: Working with documents: qp85