Use the Check Out dialog box to check out multiple items for editing.
Checking out an item gives you exclusive right to edit it until you check it back in. Other users can view and copy the item but cannot change it.
To display the Check Out dialog box:
Right-click items and select Check Out.
The dialog box appears for multiple selections or items that contain child items.
Toolbar Buttons
Some commands accessed from toolbar buttons are also available on the shortcut menu.
Item List
To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them. You can add up to 10 columns based on Enterprise PDM variables by clicking More and choosing variables from the Choose Columns dialog box.
Drag a column head to change the position of a column.
| File name |
Displays item ID.
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| Result
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Expected operation result:
 OK |
Operation will succeed. |
 info |
Additional status information. |
 warning |
Warning conditions exist. Your administrator can configure which warnings block operations. |
 error |
Operation is blocked. |
To quickly locate files with warnings or errors, use the Next Warning  and Previous Warning  toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad. |
| Check out |
Select items to check out for editing. The latest versions of selected items are retrieved. When an item is selected for check out, the corresponding Get check box is always selected.
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| Get |
Select items to retrieve read-only copies of the latest versions. Clearing both Check out and Get leaves the local item unchanged (as though you had not selected it for this operation).
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| Local ver. |
The first number is the local (cached) version, or a hyphen (-) if locally modified. The second number is the latest version in the vault. For example, 4/6 means version 4 of 6.
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| Checked out by |
Shows users who have items checked out.
You cannot check out an item that is already checked out.
If you hover over a user name, a pop-up window displays user information such as log in status, number of files checked out, and a link to email the user.
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| Checked out in |
Computer and local folder where the item is checked out.
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| Referenced as |
Specifies how a parent item references a child item. For items, the reference is always a full path.
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| Found in |
Vault folder containing the item.
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| State |
Workflow state of the item, such as Under Editing or Waiting for approval.
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Shortcut Menu Options
Right-click in the file list to access these menu options:
| Columns |
Lists column heads so you can display or hide columns. Currently displayed columns are indicated by a check mark.
Click More to open the Choose Columns dialog box, where you can add up to 10 additional columns by selecting Enterprise PDM variables on which to base column heads.
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| Show Reference Selection Controls |
For items with references, turns on a second check box to the right of parent files. Use the left check box to select or clear only the parent file.
Use the right check box to select or clear the parent file and all of its references.
If all check boxes are not in the same state, the added check box displays  .
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| Select All |
Selects all files, so that you can check or clear the Check out or Get columns. |
| Select Files |
Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Check out or Get columns. |
| Show Tree Lines |
Adds tree lines to the File name column. |
| Check Out All Files |
Selects all items in the Check out column. |
| Get All Files |
Selects all items in the Get column. |
| Open File List |
Opens a list of the items in Microsoft Excel. |
| Save File List |
Saves the item list as a comma-separated .txt file. |