How can I check-in/check-out a file?

AchieveIt allows users to check out files, which prevents others from updating that file until it is checked back in. Stay on the same page (literally!) with version control capability.

Open the Plan Item to which you'd like to add a file. Under Files, click 'Add File' and upload your document.


You can download any document attached to the item. If you are going to make any changes to the file, you can click on the ‘lock’ icon to lock the document until you have made your edits.


Once you've made your changes, click on the 'Upload' icon to upload the modified document. It will add the new version without having duplicates of the same file.


If you want to see the history of the document, click on the 'List' icon to view when it was created and who uploaded it.


To delete any document, click the 'Trash Can' icon.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.