Check out or check in files

Checking out or in files applies only to Typefi Server for Workgroup and Typefi Server for Cloud users.

Check out a file

Checking out a file locks it for all others until you check it back in. So your colleagues can still view or download the original version of the file while it is checked out, but they cannot make any changes.

To check out a file:

1. Open a Typefi Writer document (.docx) and click the Typefi tab.
2. If you're not already, connect to your Typefi Server.
3. In the Documents group, click Check Out.
   
4. Select the document you want to check out and click OK. Alternatively, double-click the file.

By default, when you save changes to a file that you have checked out, only the copy on your computer is saved. Checked out files are saved at /Documents/Typefi/[Typefi-Server-name]/[filestore]/[path]/[to]/[file]/[filename].docx. Any changes you make to a file are not uploaded to the Typefi Server until you check the file back in. 

You can configure Typefi Writer to sync the changes back to your Typefi Server each time you save the file. For step-by-step instructions, see Configure the sync preferences.

Check in a file

The file you checked out, and any changes you make, are not available to your colleagues until you check in the file.

If you want to check in a file that has not yet been uploaded to the Typefi Server, see Create a new Typefi document.

To check in a file:

1. Make some changes to a checked-out file and save them.
2. In the Documents group, click Check In.
   
3. In the confirmation dialog, click OK.
4. Add a comment about what you changed. The default comment is the timestamp of when the file is uploaded to the Typefi Server.

Alternatively:

1. Make some changes to a checked-out file and save them.
2. Close the document.
3. In the confirmation dialog, click Yes.

Undo a checkout

If you check out a file and don’t make changes to it or make changes that you don’t want to keep, you can undo the checkout rather than saving the file. A new version of the file is created each time you check in the file. By undoing the checkout, you can avoid making new versions when you haven’t changed the file.

Only administrators can undo a check out for files that others have checked out.

To undo a check out:

1. In the Documents group, click Check Out.
2. Right-click the file and choose Undo check out from the pop-up menu.
   

Alternatively:

1. Make some changes to a checked-out file and save them.
2. Close the document.
3. In the confirmation dialog, click No.