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Workpapers Classic

Check out and in a workpaper

Checking out a workpaper means you're downloading it from the Platform onto your local computer.
When you check out a workpaper, other users are unable to modify it, but they can view a read-only version.
When you select an existing workpaper in the Workpapers grid, whether you open it or not, the workpaper's checked out of the system automatically. The status of
Checked Out
 appears in the
Last Modified
 column.
note
If you have override checkout permissions, you can remove the checked-out status by selecting
Override Checkout
 from the
Access
 column.

Check in a workpaper

Checking in a workpaper means you're saving your checked-out workpaper back to the Platform so others can edit the workpaper.
After you check out a workpaper, you can only check it back into the Platform from the Add-in.
To check in a workpaper from the Excel Add-in:
  1. In Excel, go to the
    Workpapers
     tab.
  2. Select
    Save To Platform
    .
    1. Select Save to Platform and keep working
       to save your changes to the Platform and yet keep the workpaper checked out so only you can edit it.
    2. Select
      Save to Platform and close
       to save your changes to the Platform and check the workpaper into the Platform, which allows others to download and edit it.
  3. Select
    OK
    .

This article applies to: