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I have an excel file that has been in use for years. When we get the daily numbers, I open the new document, hit save as & select the file in question. We have Windows 11 and 2023 version of Excel.
No settings have been changed whatsoever but one day it started prompting me to check the document out in order to allow other to see my changes. You can see below where I've inserted screen shots to show the messages. I would select yes and then I get the message that the file is no longer checked out or has been deleted, however it shows checked out in info. I have this feature turned off, and I've never messed with any settings otherwise. No other colleague has been in this document, so I am at a loss as to why I can't get this feature completely OFF. I am the only one who makes edits on a daily basis although others might view from time to time. How do I stop this from checking in & out?
Then another question - if I were to have a document where I'd want to use this feature, how do I get it to work properly? I went into the file to see if I opened it first, if it would allow me to check back in. Nope, that didn't work either - although the top says checked out, when I select check in it gives the same error message.
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Hi @Angela Grater ,
1.To stop this from checking in & out, you need to ensure that this setting is turned off. Here’s how you can do that:
2.f you're using Excel for the web, you can only check in from the SharePoint document library. Once you're done making changes in the workbook, close the browser tab for the file, switch to the document library, and follow the steps above under "Check in from the SharePoint document library."
If you're using a desktop version of Excel for Windows, you can check in a workbook from within the app.
Select File> Info > Check in.
Add a description of your changes in the Check in dialog box.
Select OK.
Reference:https://support.microsoft.com/en-us/office/check-out-check-in-or-discard-changes-to-files-in-a-sharepoint-library-7e2c12a9-a874-4393-9511-1378a700f6de
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Hi @Angela Grater ,
How's going today? Do you have further concerns regarding this issue? Please feel free to talk with us if you have other questions. If the above info is helpful to this question, you can click "Accept Answer". Have a nice day!
I know how to check in and out, provide the comments, etc. The issue is - every time I try to do this it won't allow me to check in or out. I will try it with comments next time, however - I do NOT want to use this feature, I am the only editor of doc. so I don't need to check it in or out. I just simply want to overwrite the file with our new data such as daily lines, etc. How do I turn this feature off permanently for this file? I have the file saved to a common drive, sites, which is a shared file. None of my one drive files do this and this particular never did this previously until an update some months ago. How can Microsoft fix this issue to only check in/out when we want the feature? I have this turned off on settings, but it still does it.
Hi @Angela Grater ,In Sharepoint, there is only one setting, Versioning Settings, that controls the checking in and checking out of documents. Since none of the regular checks are working for you, it's difficult for us to continue to resolve the issue quickly for you through the forums. For your better experience with efficient problem solving, we suggest you can create a new service request in M365 admin center as an admin, and more professional will help you.(Microsoft 365 admin center ->> Support ->> Help & support)
Hello. I do not own a Microsoft business account, nor do I plan on purchasing this. I own Microsoft office for my personal use however the current issue is related to my work profile. There is no option for Library settings as mentioned in the first comment. I would like to find out how to turn off the check in/check out feature. I am using Excel through the app and the file is saved to a shared folder. However, I should have ability to at least check in and out from my Excel app. So maybe the issue is that I am not doing this from the web.
If I have to go onto the browser version & do all the extra steps, that is even more reason of why I do not wish to use this feature. I think this was very poorly designed by Microsoft & don't understand why this change was made. It should not be so complicated to turn a feature on or off. The previous method of sharing a document worked out great for my team at work. Not only am I finding this difficult to turn off that feature, but I can't even use it in the way that I normally access this document.
The issue is due to Microsoft removing the ability to save the document through the Excel app. At our facility, we have this document saved to a SharePoint so now the ability to make changes to the file, save as to overwrite the old file, and exit are gone. In order to do this, I must navigate to the SharePoint document library and check in or out from there. Unfortunately, I do not have the ability to turn this feature off. This might be due to administrative settings from the company; however I can say it was not like this 2 months ago. Nobody has made changes to this document or changed settings, so it is all caused from a Microsoft update.