Check Out a Document for Editing

Checked-out documents are locked for editing by other users until they are checked back in. This prevents overwriting changes simultaneously applied by more than one user. Check-out is disabled by default.

1. Open the document library in which the document is stored.
2. Hover your mouse over the document to expose the menu access arrow.
3. Click the arrow to open the Item Menu for Document Records.
4. Select Check Out.