File Version Control Made Simple

Cureo makes managing and collaborating with files super easy. Built-in tools help your team ensure that everyone is always on the same page with the latest and greatest files.

IN THIS ARTICLE

Check In/Check Out

The Check In/Check Out feature is a really useful tool for file collaboration. Today you may be emailing files back and forth, having to merge changes made by multiple people into a "final" version of the document. Even worse, it's not always clear what changes were made and who made them. Users with the role of Collaborator or Administrator may use the “check-in/check-out” feature to solve this problem (check out this article to learn about associated permissions for each role). By using the check out feature, other users can easily tell that the file is currently being edited and by whom, reducing confusion and frustration.

To get started click on the file you wish to check out. 

Click on the file name or the download icon to download the most current version of the file if you do not already have it.

Click Check Out.

When a file is checked out, no one can modify the file except the user who checked it out or an administrator. The last version that was loaded may still be viewed by any user while it is checked out
Confirm you would like to check out the document.

When you are ready, check the file in by clicking Check In

If you have made changes to the file, click Replace. If you have decided not to upload a new version, then simply click Check In

If you are replacing the file, choose the file you wish to upload, then click Save and Check In.

If a user has forgotten to check in a file and it needs to be checked in, administrators are able to check the file in so others may update it.

Replace/Rename

Have a newer version of a file that you need to make available or was your final version not really final? Using the Edit feature, you can ensure that your team always has the most up to date version without an endless and confusing string of emails.

To update a file, simply click on the file to open it.

Click Replace/Rename.

Select and upload the new version, then click Save.

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