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Check Out/Check In Workflows

Updated over 3 weeks ago

The check in & check out process is a key part of PDM systems and prevents overriding any team design changes or working on outdated designs. There are many benefits to following this process including single source of truth with every file only having one copy and smoother collaboration across the team.

Checking Out Files via Desktop App

  1. Navigate to the project where you'd like to check out files from

  2. Select the checkboxes of the file(s) you'd like to check out

  3. Click on the More Actions drop-down button in the upper right corner

  4. Select the Check-Out button

  5. This will check out and download the files you selected


Checking In Files via Desktop App

  1. Navigate to the project you'd like to check in files to

  2. Select My Files to view all your currently checked-out

  3. Click on the checkboxes of the files you would like to check-in

  4. Click on the Check In button in the upper right corner

    1. Alternatively, you do not have to click any of the checkboxes and can select the Check In Files button (it is the green button in the upper right corner seen in the picture below) to check in all modified files

  5. You will be prompted to enter a new version number (unless you have auto-increment on) and an optional commit message (look at image below)

  6. Once done click Check-In (look at image above) and your files will be checked in for other users to access


Canceling Checking Out Files via Desktop App

  1. Navigate to the project you would like to cancel a checkout for

  2. Select My Files to view all your currently checked-out files

4. Click on the checkboxes of the files you would like to cancel a check out for

5. Click on the More Actions drop-down button in the upper right corner

6. Select the Cancel Check Out button


Checking Out Files via Web App

  1. Navigate to the project where you'd like to check out files from

  2. Select the checkboxes of the file(s) you'd like to check out

3. Select the Check-Out button

πŸ’‘ When checking out files via the web app - you'll need to download the files manually prior to making changes


Checking In Files via Web App

  1. Navigate to the project you'd like to check in files to

  2. Click on the checkboxes of the files you would like to check-in

  3. Select the Check-In button on the upper right corner

  4. You will be prompted to select the file's you'd like to check in from your file explorer, then click Next

  5. Here you will be prompted to enter a new revision (unless you have auto-increment on) and an optional commit message.

  6. Once done click Check-In and you're files will be checked in for other users to access


Canceling Checking Out Files via Web App

  1. Navigate to the project you'd like to cancel a checkout for

  2. Click on the checkboxes of the files you would like to cancel a checkout for

  3. Click the More Actions button in the top right corner, and select Cancel Check Out


Checking Out Assemblies

When checking out assemblies via the desktop app, Bild prompts you to download its children files making it easy to access children files whether it be only selected files or all available children files.

  1. Navigate to the project you'd like to check out files for

  2. Select the checkbox of the assembly you'd like to check out

  3. Click on the More Action dropdown button

  4. Select Check Out

  5. You will then be prompted to also check out any children files available, select the children files you'd like to check out

  6. Click the Check Out button


Auto-Incrementing Revisions

When checking in files, you will have the option to enter a version number and an optional commit message. Bild also has an auto-increment option you can turn on to avoid manually updating your version number during each check in.

  1. Navigate to your account settings profile

  2. Select the Custom Metadata tab on the left sidebar

  3. Hover over the Version Number property and click the Edit button

  4. Click on the Auto Increment dropdown and select an option

Only account Admins will be able to turn on/off version number auto-incrementing.

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