How to edit/check-out documents

You can make changes to documents with the check-out check-in process. To make a change,

1. Select a document.
2. Click Edit > Check-out (Edit, open) . This opens the document and unlocks it for edits.
3. Edit the document.
4. When you are done making changes, you can check-in the document. To manage multiple changes and check-in several changes at once, check-in from the MyWork tab on the Vistapoint desktop app.
5. Add a change comment to describe what changed.
6. Click Check-in. A new version of the document will be uploaded to Vistapoint. On the web app, you can view the version history by selecting the document, clicking more info or clicking the file name, and selecting Versions.

Discard changes

To delete any changes you made while having the document checked out and not check in a new version, you can discard.

1. Select the checked out document.
2. Select Edit > Discard. This will remove the lock in Vistapoint and revert back to the most recent version on your local work area.

New version

To add a new version without having the document checked out you can use the New Version function.

1. Select a document that is not checked-out.
2. Select Edit > New Version.
3. Select the file you want to upload as the new version.
4. Add a change comment.
5. Click Submit. A new version will be created.