Checking out a file gives you exclusive right to edit it until you check it back in. Other users can open the file for
viewing and copying but cannot change it.
Check outs of single files occur immediately. For check outs of multiple files, a Check Out dialog box appears.
You can configure Enterprise PDM to automatically check out files in the vault when you use the Open or Edit command to access them. See Setting Options
Right-click a file and click Check out.
In the Check Out dialog box, the Result column indicates the file status:
To quickly locate files with warnings or errors, click Ctrl + the up-arrow or down-arrow on the numeric keypad.
In the Check Out dialog box, select one of more files to check out, and set column values as needed.
See Check Out Dialog Box.
- Double-click the file to open the associated application.
- Edit the file, save it, and check it in.
To cancel a check out without saving changes, right-click the file and click Undo Check Out.