Top questions about check out, check in, and versions

Top questions about check out, check in, and versions

How to check out, check in, or discard changes to files in a library.

No, checking out a file only changes the condition of the file to allow only you to edit the file.

If you check a file out and don't save it back, your changes will not be saved. If you want to keep changes, always save the file.

How you save the file depends on the editor or tool you're using. If you edit a text file online, you need to explicitly click Save. However, if you edit in a Microsoft 365 app, such as in Word or Excel, you can close the document and it will automatically save.

If you check a file out, save it, and then discard the check out, your changes will not be saved back to the library.

By default, anyone with edit permission in a document library can change a file. However, you can set the library to require someone to check the file out first before changing it.

You need to be the document library owner or site administrator or have comparable permissions to do this setting.

  1. Open the library you want to require check out.

  2. In SharePoint, click Settings Gear shaped settings button and then click Library Settings.

    Settings menu with Library Settings selected

    In SharePoint 2013 and SharePoint 2016, select Page, and then Library Settings.

    SharePoint Library Settings buttons on Ribbon
  3. In the Settings page, select Versioning settings.

    Library settings dialog with Versioning selected.
  4. In the Versioning Settings page, scroll down and click Yes for Require documents to be checked out before they can be edited.

    Settings Dialog with Yes highlighted on Require documents to be checked out to be edited

By default, a document library lets members with edit permission modify and edit files without checking them out. To prevent this, enable check out required in the library. You need to be the document library owner or site administrator or have comparable permissions to do this setting.

  1. Open the library you want to require check out.

  2. In SharePoint, click Settings Gear shaped settings button and then click Library Settings.

    Settings menu with Library Settings selected

    In SharePoint 2013 and SharePoint 2016, select Page, and then Library Settings.

    SharePoint Library Settings buttons on Ribbon
  3. In the Settings page, select Versioning Settings.

    Library settings dialog with Versioning selected.
  4. In the Versioning Settings page, scroll down and click Yes for Require documents to be checked out before they can be edited.

    Settings Dialog with Yes highlighted on Require documents to be checked out to be edited

A quick way to see who has a column checked out is to hover over the Checked Out icon icon image to see a tip that tells you who has the file checked out.

You can also add the Checked Out By column to the default view of the library. This way, everyone can easily see who has a document checked out. To learn how to add a Checked Out By column in SharePoint, see Create a column in a list or library.

More information

Versioning is a way to create a history of changes to a document that requires a controlled publishing cycle of major versions, or major and minor versions.

Version History with minor version deleted

Turn on versioning

Enable and configure versioning for a list or library

Click Add to Drag Files to Library

Using drag and drop   

The most common way to upload files is by dragging them from a computer or network folder to the document library. First, open the library on your site. Then find the documents on your computer that you want to upload, select them, and drag them to the space in your library where it says, drag files here.

If you don’t see the option to drag and drop files, install the latest version of your browser software or Microsoft Office. This feature requires a minimum of Office 2013, or the latest version of Microsoft Edge, Internet Explorer, Firefox, or Chrome.

An Open Explorer window

Using the Open with Explorer command   

This command opens Windows Explorer on your computer, but it displays the folder structure on the server computer that underlies the site. From time to time, you might need to copy or move many documents in a library to another library.

Note: Open with Explorer in SharePoint 2013 and SharePoint 2016, or View in File Explorer with SharePoint only work in Internet Explorer 10 or 11. It is not supported by Microsoft Edge, Google Chrome, or Mozilla FireFox.

For example, you might want to move all documents created over a year ago in one library to another library to archive the information. Or, you might want to copy documents from a library that you own from one site to another library in a subsite as you change workgroups.

You can also manipulate the files in the folder, such as copying, renaming, deleting, and so on.

Drag files to library

Using the new document command   

In the Create a new file callout, click UPLOAD EXISTING FILE. In the dialog box that appears, click Browse to upload individual files.

The advantage to this approach is that it works no matter what browser or browser version you currently have.

Related tips about check out, check in, and versions   

Whichever way you upload, keep in mind the following about check out, check in, and versions when they are enabled:

  • If you are uploading a file to a library that requires files to be checked out, the file is initially checked out to you. You still need to check the file in before other people can view and edit it.

  • If the library is configured to track versions of files, you typically add the uploaded file as a new version, which then becomes part of the version history of the file.

  • If the library requires you to add values to one or more library columns, such as a department name or project number, you must still edit the values and check in the document before the upload operation is completed.

More information

You can get a new document to be added as a new version is to check out the exiting one, and replace all content with the new version. Once the checked out version is modified, check it back in. SharePoint will make a new copy, keeping earlier versions (providing you have it configured for that). For more info on versioning, see How does versioning work in a list or library?.

No, unfortunately from the SharePoint environment there isn't a way to set a reminder or to get the date that a document was checked out. There are Application Programming Interfaces (APIs) that will allow it, but they require a custom program to be written. Talk to your administrator or site designer.

As a visual work around, watch for the checked out icon icon image , or add a Checked Out By column to the library. To learn how to add a Checked Out By column in SharePointsee Create a column in a list or library.

If you upload files to a library that requires files to be checked out, the file is initially checked out to you. You can see the files, but others cannot and that’s easy to overlook. Before others can view or edit the files, make sure you fill in any required properties and then check in the files.

More information

If someone sends you a link to a SharePoint file and you click it, always make sure to read the title bar to see if it says read-only before you start editing. If it does and the library has checkout enabled, you need to check out the file. You can always navigate to the library by inspecting the URL to locate the library.

But if the file is an Office document, such as Word, Excel, or PowerPoint, it’s much easier. First, put the document in Edit mode, click the File tab, and then locate the Manage Versions button, which you can use to check out the file.

But note that it’s also possible that someone already has the file checked out, so in this case the Check Out command would not be available.

How often have you seen this?

Message box that offers the opportunity to keep checked out file in a local drafts folder

The local drafts feature has been around for several versions. Selecting Use my local drafts folder lets you take the file offline and makes the file easier to find on your computer, if you need to open it later while you are not connected to a network. By default, the folder is called SharePoint Drafts and it’s located in your Documents or My Documents folder. By the way, you don’t see this dialog box if you select two or more files for check out.

But times have changed. If you want to work with files offline, then your best bet these days is to use OneDrive for work or school which makes it a snap to take any document library offline and to automatically synchronize changes. OneDrive for work or school comes with Office 2013 and there is also a stand-alone version.

More information

A library organized into folders often has a default view that displays all the folders. If you want to check in lots of files in lots of folders, create a new view that “flattens” the library so you can see all the files in one view without folders. To do this, select Show all items without folders under Folders on the Edit View page. While you’re at it, you might increase the file limit so you can see all the files at once by also increasing the Number of items to display under Item Limit. This makes it much easier in one operation to select all the files you need to check in.

More information

If you've synced a library with OneDrive for work or school, you can still check out files in the browser. You can see the Checked Out icon icon image in the browser to indicate the file is checked out. However, there is no Checked Out icon on the file in the local folder of your device because the local folder has no knowledge of the check out/check in state of the file on SharePoint.

However, in your local folder you can do the following:

  1. Right click the file name.

  2. Select View Online or select OneDrive for work or school, and then click Go to browser.

You can now quickly see the SharePoint library and the check-out/check in state of any file in the library.

You don’t have to wait for them to come back.

A site or library administrator can use the Override Check Out permission which enables check in of a document or discard check out of a document by another user. But be aware of the consequences of doing this. Your colleague on vacation may want to add the local copy of his changes back to the document in the library and the two versions need to be reconciled, either manually or by using comparison tools, such as the ones provided by Word and Excel.

More information

Simply put, checking out and checking in files is a way to lock a file for exclusive editing and then to release the lock for others. Consider your collaboration style when creating libraries, organizing your files, and deciding how best to collaborate. There are several ways to collaborate with others on documents. The following table can help you decide what’s best for you.

Collaboration style

Typical uses

Best practice

Informal

Everyday team documents, light or infrequent editing, and occasional editing conflicts

Disable check out requirement (This is the default library setting) but you can still check out individual files as needed.

Co-authoring

Easy, real-time document collaboration with Office products on client computers and by using Office for the web

Disable check out requirement and avoid checking out a file because it’s incompatible with co-authoring

Formal

Sequential comment and review and document approval

Enable required check out

Here are some additional tips and tricks if you enable check out in a library:

  • Avoid keeping files checked out for too long. 

  • Add the Checked Out By column to the default view of the library. This way, others can easily see who has a document checked out. If this column is not in a view, you can still hover over the Checked Out icon icon image to see a tip that tells you who has the file checked out.

  • Ask before overriding someone else's check out.

  • Avoid editing files that are already checked out.

  • Remember that changes are not visible to others until checked in.

More information

If you still have problems or encounter unexpected behavior, it may be time to file a service request.

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