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In Simploud, the check-in procedure is a crucial step in the document management workflow.
This action signals that the document has been uploaded to the record and is now ready for review and approval, allowing tracking of its progress through the workflow statuses.
Upload & Edit
1. Select the "Upload Files" button, choose the file from your computer, and upload it.
2. Click the "Done" button once the upload is finished.
3. Click the "Check Out" button to edit the document on your computer, then check it in again once finished.
4. Each time the document is checked in while reviewing, the version of the document will increase by 0.1.
When the document reaches the “Document Approval” stage, it will no longer be possible to check out the document and make changes.