How To Close Check Out Documents In SharePoint 2010

Closing check out documents in SharePoint 2010 is an essential process to manage document collaboration efficiently. In order to close check out documents in SharePoint 2010, follow these steps:

1. Check out a file from a document library by selecting the file, clicking the ellipsis (…) in the toolbar, and then clicking Check out.

2. To check in a file, open the library, select the file, click the ellipsis (…) in the toolbar, and then click Check In. Enter a comment if necessary and click Check In.

3. If you want to discard a check-out, open the library, select the file, click the ellipsis (…) in the toolbar, and then click Discard Check Out.

If you are an administrator and need to take control of checked out documents, go to the library settings, select “Manage checked out files,” check the checkbox next to the document you want to take control of, and then click “Take Ownership of Selection.” Afterward, you can check in the document.

For enhanced collaboration and to prevent conflicts when multiple users are working on the same document, consider enabling the require checkout feature in SharePoint 2016. This feature can be configured in the document library settings by going to Versioning Settings and selecting the “Require Documents To Be Checked Out Before They Can Be Edited” option.

Steps to Close Check Out Documents in SharePoint 2010

Follow these steps to successfully close check out documents in SharePoint 2010:

  1. Check out a file: Start by selecting the file you want to check out from the document library. Then, click the ellipsis (…) in the toolbar and choose the “Check out” option. This allows you to make changes to the document without others being able to modify it simultaneously.
  2. Check in a file: Once you have made the necessary changes, it’s important to check in the file to ensure that others can access and edit it. Open the library, select the file, click the ellipsis (…) in the toolbar, and then click “Check In”. You can also add a comment if needed before clicking “Check In”.
  3. Discard Check Out: If, for any reason, you no longer need to make changes to a document you have checked out, you can discard the check out. Open the library, select the file, click the ellipsis (…) in the toolbar, and then choose the “Discard Check Out” option. This will revert the document to its previous state and allow others to make updates.

To take control of checked out documents as an administrator, you can follow these steps:

  1. Manage checked out files: Go to the library settings and select “Manage checked out files”. This will display all the documents currently checked out by users.
  2. Take ownership: Check the checkbox next to the document you want to take control of and then click “Take Ownership of Selection”. This will transfer the ownership of the document to you as an administrator.

Enabling the require checkout feature in SharePoint 2010 can help prevent conflicts when multiple users are working on the same document. To enable this feature, go to the document library settings, navigate to Versioning Settings, and select the “Require Documents To Be Checked Out Before They Can Be Edited” option.

Benefits of Closing Check Out Documents in SharePoint 2010
Ensures document integrity by preventing simultaneous changes
Allows for proper version control and tracking
Facilitates collaboration by ensuring everyone has up-to-date information

Taking Control of Checked Out Documents as an Administrator

Administrators have the ability to manage checked out documents and take control when necessary in SharePoint 2010. To close check out documents in SharePoint 2010, follow these steps:

  1. Check out a file from a document library by selecting the file, clicking the ellipsis (…) in the toolbar, and then clicking Check out.
  2. To check in a file, open the library, select the file, click the ellipsis (…) in the toolbar, and then click Check In. Enter a comment if necessary and click Check In.
  3. If you want to discard a check-out, open the library, select the file, click the ellipsis (…) in the toolbar, and then click Discard Check Out.

To take control of checked out documents as an administrator, follow these steps:

  1. Go to the library settings.
  2. Select “Manage checked out files”.
  3. Check the checkbox next to the document you want to take control of.
  4. Click “Take Ownership of Selection”.

Afterward, you can check in the document.

Enabling the require checkout feature in SharePoint 2016 can prevent conflicts when multiple users are working on the same document. This feature can be configured in the document library settings by going to Versioning Settings and selecting the “Require Documents To Be Checked Out Before They Can Be Edited” option.

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.