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check in & check out process is a key part of PDM systems and prevents overriding any team design changes or working on outdated designs.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
Navigate to the project where you'd like to check out files from
Select the checkboxes of the file(s) you'd like to check out
Click on the More Actions drop-down button in the upper right corner
Select the Check-Out button
This will check out and download the files you selected
Checking In Files via Desktop App
Navigate to the project you'd like to check in files to
Click the Project Files drop-down menu
Select My Files to view all your currently checked-out files
4. Click on the checkboxes of the files you would like to check-in
5. Click on the More Actions drop-down button in the upper right corner
Alternatively, you can select the Check In All Changes button to check in all modified
6. Select the Check-In button
7. You will be prompted to enter a new revision (unless you have auto-increment on) and an optional commit message
8. Once done click Check-In and you're files will be checked in for other users to access
💡 You can also select the Check In All Changes button to automatically check in all files that have been modified.
Canceling Checking Out Files via Desktop App
Navigate to the project you'd like to cancel a checkout for
Click the Project Files drop-down menu
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
Navigate to the project where you'd like to check out files from
Select the checkboxes of the file(s) you'd like to check out
3. Select the Check-Out button
💡 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
Navigate to the project you'd like to check in files to
Select the My Files tab to view all your currently checked-out files
Click on the checkboxes of the files you would like to check-in
Select the Check-In button on the upper right corner
You will be prompted to select the file's you'd like to check in from your file explorer, then click Next
Here you will be prompted to enter a new revision (unless you have auto-increment on) and an optional commit message.
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
Navigate to the project you'd like to cancel a checkout for
Select the My Files tab to view all your currently checked-out files
Click on the checkboxes of the files you would like to cancel a checkout for
Select the Cancel Check Out button
💡 You can also cancel a check out directly in your main dashboard under the Files Checked Out section
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.
Navigate to the project you'd like to check out files for
Select the checkbox of the assembly you'd like to check out
Click on the More Action dropdown button
Select Check Out
You will then be prompted to also check out any children files available, select the children files you'd like to check out
Click the Check Out button
Auto-Incrementing Revisions
When checking in files, you will have the option to enter a revision number and an optional commit message. Bild also has an auto-increment option you can turn on to avoid manually updating your revisions during each check in.
Navigate to your account settings profile
Select the Custom Metadata tab on the left sidebar
Hover over the Revision Number property and click the Edit button
Click on the Auto Increment dropdown and select an option
Only account Admins will be able to turn on/off revision auto-increment
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