When you send a document for external review, what happens regarding the Check Out/In feature?

When you send a document for external review, what happens regarding the Check Out/In feature?

• A. CLM automatically locks a document to prevent modification while it is out for review.
• B. Check Out/In is bypassed for external reviews.
• C. The document is duplicated for external reviewers.
• D. External reviewers can modify the original document.

Answer: (A)

When a document is sent for external review, the system applies the Check Out/In mechanism to protect the content. The document is automatically checked out, effectively locking it so others cannot modify it while it’s out for review. This preserves a single, unaltered version for the duration of the review, and you can only check it back in after addressing the feedback. External reviewers can view and add comments, but edits to the original content are prevented until you check the document back in.

When a document is sent for external review, the system applies the Check Out/In mechanism to protect the content. The document is automatically checked out, effectively locking it so others cannot modify it while it’s out for review. This preserves a single, unaltered version for the duration of the review, and you can only check it back in after addressing the feedback. External reviewers can view and add comments, but edits to the original content are prevented until you check the document back in.