How To Checkout A File From Sharepoint Using Windows Explorer

Want to learn how to checkout a file from Sharepoint using Windows Explorer? Follow these simple steps for efficient workflow in the US.

To checkout a file from SharePoint using Windows Explorer, there are a few steps you need to follow. First, you can use the View in File Explorer command to temporarily access the SharePoint library through your desktop folders. This allows you to open the temporary folder in File Explorer and make changes to the file. However, this folder only lasts until you close it, and the content is saved back to SharePoint.

Alternatively, you can use the Add shortcut to My files or Sync options to create a more permanent folder using the OneDrive sync app. This folder can be used on a daily basis, and any changes made to the online SharePoint library or the desktop folder will automatically sync with each other.

To check out a file for exclusive editing, open the file in your app and select File > Info > Manage … > Check Out. This will ensure that only you can make changes to the file, reducing the potential for conflicting edits. Once you have made the changes, you must check in the file so that others can see your changes when they open it.

To open an Office file from a SharePoint site, select File > Open in your app, then select the SharePoint document library that contains the file you want to open. From there, you can select the file and begin editing it.

To check out a file that you have already opened, select File > Info > Manage Versions > Check Out. If the Check Out option is grayed out, it means someone else currently has the file open for editing, and you can co-author with them but cannot check out the file for exclusive editing.

To discard a check-out, select the file and click the ellipsis (…) in the toolbar, then click Discard Check Out. You will be prompted to confirm the discard, and clicking Discard Check Out will clear the check-out.

It’s important to note that to check multiple files in or out, and to check in someone else’s files, you may need to return to classic SharePoint and follow the corresponding steps.

Can I Checkout Files from Sharepoint Using Microsoft Edge?

The enabling open with explorer feature allows users to checkout files from SharePoint using Microsoft Edge. This feature enables a seamless integration between the file explorer and SharePoint, making it convenient to access and modify files directly from Edge.

Checking Out and Managing Files in Sharepoint

Once you have accessed the SharePoint library through Windows Explorer, you can check out files for exclusive editing and manage the versions of those files easily.

To check out a file for exclusive editing, open the file in your app and select File > Info > Manage ... > Check Out. This will ensure that only you can make changes to the file, reducing the potential for conflicting edits. Once you have made the changes, you must check in the file so that others can see your changes when they open it.

To open an Office file from a SharePoint site, select File > Open in your app, then select the SharePoint document library that contains the file you want to open. From there, you can select the file and begin editing it.

To check out a file that you have already opened, select File > Info > Manage Versions > Check Out. If the Check Out option is grayed out, it means someone else currently has the file open for editing, and you can co-author with them but cannot check out the file for exclusive editing.

To discard a check-out, select the file and click the ellipsis (…) in the toolbar, then click Discard Check Out. You will be prompted to confirm the discard, and clicking Discard Check Out will clear the check-out.

It’s important to note that to check multiple files in or out, and to check in someone else’s files, you may need to return to classic SharePoint and follow the corresponding steps.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.