Canceling a File Check-out

If you edit a checked-out file and then decide to discard your edits, you can cancel the check-out. Canceling a check-out returns the file to its original state before you edited it, and then checks it back in. Canceled check-outs are reflected in the file history.

Note: The procedure below describes how to cancel a file check-out manually. If you direct edit a file, you also may be able to cancel your check-out, depending on the check-in file user option you have selected. See Setting Document User Options for details.

• If you select the Automatically check-in the file user option, you will not be presented with the option to cancel the check out. Instead, you must use the file versions list to restore the previous version. See Managing File Versions for instructions on restoring a file.
• If you select either of the other two options, Document will display a window that offers you the opportunity to cancel the check out.

If you need to cancel the check out for a CaseWare file that is being editing by multiple users, use the procedure in the topic Working with CaseWare Files instead of the procedure below.

To cancel a file check-out manually, do the following: 

1. Locate the file in Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file and select Cancel Check-out.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

3. Click Yes to confirm that you want to cancel the check-out.