Check-out is an action that creates a draft version of an AODocs document. A subset of users can update the draft. Other users can’t access the draft, but can access the main version of the document, in read only.
Check-in is an action that converts the draft into a new version of the document. The main version becomes a previous version.
Learn more: What is check-out / check-in?
The check-out / check-in feature can be either manual or automated through a workflow.
As a library administrator, in Secured Folders and Document Management libraries, you can set up how your contributors can use the check-out / check-in feature manually. You can force contributors to use the check-out / check-in process every time they modify a document:
- If contributors want to update a document, they must check-out the document and update the draft version of the document.
- If contributors want to display their update to a wider audience, they must check-in the document.
This option is managed at the document class level.
To keep documents read-only when not checked-out:
2. Select Document classes.
3. Press the name of the document class you want to configure.
4. In the Security tab, select Documents are read-only when not checked out.
5. Save your changes.