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Sharepoint 2013 : Using Office applications with SharePoint - Editing documents in Office (part 5) - Checking in a file from within Word, PowerPoint, Excel, or Visio

3/26/2014 1:37:16 AM
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Closing a checked out file

When you close a file that is checked out, a dialog box opens and asks whether the file should remain checked out to you or whether you would like to undo the checkout so others can edit the document, as shown in Figure 7.

A screenshot of the Excel dialog box that displays the message that the document is still checked out to you.

Figure 7. When closing a checked-out file, you are prompted to decide what to do.

Checking in a file from within Word, PowerPoint, Excel, or Visio

When you use an Office application to open a document that is checked out in a library, from within the Office application, you can check the document in. Use the following procedure in Word, PowerPoint, or Excel to check in a document to SharePoint.

  1. Within Word, PowerPoint, or Excel, navigate to the Info tab on the Backstage view and then click Check In, as shown here. In Visio, you will then need to click Check In again.

    A user can select to check a file directly into SharePoint from within a Office application.
  2. The Check In dialog box allows you to type a comment and provides the option to keep working on the file after checking in the document. When minor or major versioning is enabled for a library, you can also select if you want to check the file in as a minor or major version, as shown here.

    A screenshot of the Check In dialog box.

On the Info tab to the right of the Check In option, you can choose to discard checkout to undo the previous checkout. A dialog box opens and warns you that you have changes that haven’t been checked in yet and whether you still want to undo the checkout.

Note

The Keep The Document Checked Out After Checking In This Version option is available when versioning is not enabled. When a library is enabled for versioning, then this option is not available if you are checking in a major version or publishing a file. It will be available when checking in a minor version of the file.

 
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- Sharepoint 2013 : Using Office applications with SharePoint - Editing documents in Office (part 4) - Editing a file that is configured as Check Out Required
- Sharepoint 2013 : Using Office applications with SharePoint - Editing documents in Office (part 3) - Checking out a file from within Word, PowerPoint,Excel, Visio
- Sharepoint 2013 : Using Office applications with SharePoint - Editing documents in Office (part 2) - Checking out a file with the browser
- Sharepoint 2013 : Using Office applications with SharePoint - Editing documents in Office (part 1) - Opening and saving files in SharePoint libraries
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