Honored Contributor
Re: Pros/Cons for CheckIn/CheckOut versus "Edit"
[ Edited ]


  • Copies the document to the path specified and leaves it marked as "checked-out" in the database.
  • TRIM will not automatically check-in the document once the authoring application has been closed.
  • Most helpful when the document requires multiple edits, last several hours, or the originating application is in the standard exception list.
  • Don't save to offline records if offline records is hosted on a network share and you want access on your laptop over the weekend


  • Performs a check-out to offline records
  • TRIMWatcher monitors the file and will attempt to automatically check-in once the originating application has released its' lock
  • Most helpful when the document is a Word/Excel and the user tends to go into and out of lots of documents in a day
  • Since check-in is automatic encourage users to not be impatient.  Sometimes it can take 5+ minutes for the document to be checked-in
  • Problems arise when offline records is on a network share