Use Check-In / Check-Out for Exclusive Editing in a Collaborative Environment

Use Check-In / Check-Out for Exclusive Editing in a Collaborative Environment

Collaboration is one of the easiest ways to get your work done faster, in less time. However, working together with your team on confidential documents needs a controlled and secure environment. Here's how the simple check-in / check-out feature can help you monitor and track changes made to the document in a collaborative environment:

  • With the check-in and check-out feature, you can keep track of your document at all times, and maintain version numbers for each check-out to manage the editing.
  • It eliminates confusion as when you check-out the document, you are the only one allowed to edit, and it remains locked for other collaborators until you release it.
  • Version numbers are maintained for each check-out, so you always have a detailed record of all the people who have edited the document. You can also add additional comments while checking-in the document explaining the changes made.
  • It helps to maintain a proper workflow and avoid confusion while editing the document. As the collaborators can view who has locked the document for check-out, it avoids the chances of editing the same document multiple times.

To check-out a document:

  1. In your Zoho Docs homepage, choose a file that you want to check-out.
  2. Right-click the file and click Check-Out. A pop-up window is displayed.


  3. You can perform the following actions in the pop-up window:
  • To download the document and edit offline, click the Download button.
  • To edit it online, click the Edit button.
  • To cancel check-out, click the Discard Check-Out link.

    After editing, close the file to upload the latest version to the server. The changes are automatically saved.

To check-in a document:

  1. In your Zoho Docs homepage, right-click the file that you want to check-in, and click Check-In. A pop-up window is displayed.



  2. Enter message in the text box to explain the changes made in the document.
  3. Click Check-In.

    The latest version of the the document is successfully checked in.

Here's how you can use this feature from within the document editor.

Do use this feature and share your feedback.



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