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, you can set up how your contributors can use the check-out / check-in feature manually:
 Force check-out / check-in when editing documents |
| Disable manual versioning |
Force check-out / check-in when editing documents
As a library administrator, 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.
1. Open the library administration interface.
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.
Disable manual versioning
As a library administrator, you can prevent users from creating document versions manually. All new versions will be created automatically through workflow transitions.
This option is managed at the document class level.
When you disable manual versioning, the following features aren’t available from the user interface:
- Create a new version and Revert to an old version
Learn more: Manage document versions in an AODocs library
- Check-out / Check-in and Discard check-out
Learn more: Create a draft version of a document
- Create a new version of the existing attachment in the Upload pop-up
To disable manual versioning:
1. Open the library administration interface.
2. Select Document classes.
3. Press the name of the document class you want to configure.
4. In the Security tab, select Disable manual versioning.
5. Save your changes.