In this article, I would like to share the procedures to check out and check in a file in a SharePoint 2013 Document Library.

Need for check-out and check-in

The following are reasons it necessary to check out or check in:

Procedure to enable the “Require Check Out” in library settings

Use the following procedure to enable “Require Check Out”.

Step 1: Go to your library in your site, that you have created already.

library

Step 2: Then click on the “library” option in the top ribbon bar to go to the library settings,

library option in top ribbon bar

Step 3: When you click on the “library settings” in the top ribbon bar, you will get the library settings page as shown below:

library settings

Step 4: Then go to the “versioning settings” under “General Settings” and then click on “Yes” in the “Require Check Out” part as shown below:

versioning settings

When you click on “Ok” you will get the check-out option in your Document Library as shown below.

You have two ways to check-out the document.

Way 1: On the top ribbon bar you can choose the check-out option in SharePoint Document Library

check-out option

Way 2: You can check out the document by using “open menu” (…) also as shown below.

open menu

Procedure to check-out a file

Use the following procedure to check out and check in a file,

Step 1: Go to your library in your site, that you have created already.

Step 2: Then select the document in the library, that you want to check-out as shown as below.

document in library

Step 3: Click on the files option in the top ribbon bar and then select the check-out option on your ribbon as shown below.

check-out option

Step 4: When you click on the check-out option in your ribbon the document will be checked out as shown below.

check-out option in your ribbon

If you have checked out the file then other users cannot change the file. Other users can edit the documents only after you have checked-in the files.

If other users try to edit the document then they will get an error message as shown below:

edit the document

Step 5: You (the checked-out user) can edit and save the changes of the document.

edit and save the changes

Procedure to check-in a file

You can use the following procedure to check-in a file.

Step 1: Then you can check-in the edited file as shown below:

check-in option on top ribbon bar

Step 2:
When you select the check-in option in the top ribbon bar, you will get the pop-up as shown below,

Provide your comments and then select “Ok” to check-in the document.

check-in the document

The document will be checked- in successfully.

checked- in successfully

Summary

In this article we have explored how to check-out and check-in a file in a Sharepoint 2013 Document Library.