ProjectWise Explorer Help

To Close and Check In a Checked Out Document, from a Microsoft Office Application

  1. Assuming you have made changes to the document, select File > Save to save your changes locally.
  2. Now close the document or exit the application.

    The Check In dialog opens.



    If a Comment tab exists on the Check In dialog, but the General tab has the focus by default, that means comments are optional for check in.

    If a Comment tab exists and the Comment tab has the focus by default, that means comments are required.

    If there is no Comment tab, that means you cannot enter check-in comments.

  3. If comments are required or optional, enter your comment in the Enter comment field on the Comment tab. If you added comments on previous check-ins, you can also select from a list containing your previously entered comments.

    If comments are optional, you can click Check In without entering comments and the document will still be checked in. If comments are required and you click Check In without entering comments, you get a notification that a comment must be entered to complete the operation.

  4. Click Check In.

    The document is checked in.

Note: If you select File > Close or File > Exit before selecting File > Save, you will be prompted to save your changes locally first. If this happens, click Yes to save your changes locally. You must click Yes if you want your changes to make it to ProjectWise. If you click No, your changes will not be saved locally, however you will still be prompted to check in the checked out document. If you click No and then click Check In on the Check In dialog, it will be the same as if you saved your changes locally, but then selected to Free the document. In other words, your changes will not be saved to ProjectWise.