Closing a Team Edit

Once the collaborators have completed editing the document, any one of the collaborative reviewers can close the session and check back in the document. A team edit can closed directly from the documents metadata panel from the Documents library and from the Collaborate modal.

Method 1

To close a team, edit, follow the steps below.

  1. Click on the Close & Check In button from the documents metadata panel.

  2. On the Close & Check-In popup, select any one of the version change options, optionally enter comments, and click on the Save button.

Method 2

To close a team edit through the Collaborate modal, follow the steps below.

  1. Navigate to the Collaborate modal and expand the My Reviews > Pending folder.

  2. Select the review and click on the Collaborate Status tab from the quick view panel on the right-hand side.

  3. Complete the check-in process by adding the type of revision and any comments, and then click Close Review Session and Check-In.

  4. The Collaborate Status tab will display the status as closed with the User Name and Comments, if any.