Closing and Checking In Office Documents
The following steps are only necessary if you have not enabled automatic check-in when closing Office documents.
- Select File > Save to save your changes locally first.
- Now close the document or
exit the application.
The Check In dialog opens.
- 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.
- Click
Check In.
The document is checked in.
Important: 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).