Checking In a File (approval required)

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When approval is required, you do not use Check Out/Check In to control file access. Instead, you upload a modified version of a  file to put it in Draft status, then you submit the draft for approval to begin the process of making the new version available to users.

If you Check Out a file that requires approval workflow, you will not be allowed to upload a new version of  the file until you cancel the Check Out.

 

  1. Navigate to the file that has been downloaded, modified, and updated on SFX. The file is in Draft status.   (How do I navigate to a file or folder?)

  2. Click the drop-down arrow at the far right of the file name.

  3. From the workflow option, click Submit for Approval.  The screen refreshes and the file status is set to Pending.

  4. The file must be approved before it will be available to other users.

 

RESULT:

You have successfully checked in a file.

 

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