Manage Never Checked-In and Checked-Out Files in SharePoint

Managing documents status in your SharePoint and Office 365 environment can be crucial for a migration project.

In this video, we'll see how Sharegate can help you easily manage your checked-in and checked-out documents in just a few clicks.

Transcript:

How many thousands of documents do you have in your environment? Whether you are planning a migration or simply managing your SharePoint content, we all know checked-out documents can be a problem. Here's how we can help!

To do so, we will use the Checked-out documents report template found in the Reporting section. It was built to search all files currently checked-out and all files that have never been checked-in. Once you've selected the template, Sharegate will then ask you to select where to run the query. Choosing your target allows you to filter or search for the exact sites or libraries you want Sharegate to analyze.

To do so, we will use the Checked-out documents report template found in the Reporting section. It was built to search all files currently checked-out and all files that have never been checked-in. Once you've selected the template, Sharegate will then ask you to select where to run the query. Choosing your target allows you to filter or search for the exact sites or libraries you want Sharegate to analyze.

To check files in, simply select which ones you want and click on the "Check In" button in the quick action panel. You’ll then be able to check them in as a minor or major version depending on the libraries' settings and add a comment if needed. Clicking on Check In will then complete the operation. Note that the documents will be checked-in under the current Sharegate user's name.

The checked-out status can be discarded right from the results screen. Doing this will avoid the creation of new document versions and dismiss all changes from the checked-out version.

As you can see, the ability to bulk check-in documents is yet another way Sharegate can help you make your SharePoint and Office 365 management that much easier.

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