# Check-in Documents

Checks in or undoes the checkout of checked-out documents by processing rows from an Excel file.

Filename pattern: filename must contain checkindocuments (case-insensitive).
Example: 20240115 checkindocuments checkin.xlsx

# Columns

Name Required Description
Url Conditional Direct SharePoint URL of the file to check in. Required when MatterCode is not provided. When both are provided, Url takes precedence.
MatterCode Conditional Matter identifier. Required when Url is not provided. Processes all checked-out files across all of the matter's document libraries.
ClientCode No Client identifier used together with MatterCode to resolve the matter.
UndoCheckout No Boolean. When true, the checkout is discarded instead of checked in. Defaults to false.
Folder No Limits processing to a specific folder path within the document library. Leading and trailing path separators are trimmed.
CheckedOutDays / Days No Only process files checked out for more than this many days. Files checked out more recently are skipped.
CheckinType / CheckIn No Type of check-in. Accepted values: MinorCheckIn, MajorCheckIn, OverwriteCheckIn. Defaults to MinorCheckIn.

Either Url or MatterCode must be provided.

# Behavior

When Url is provided, the handler acts on that specific file. When only MatterCode is given, the handler processes all checked-out files across all document libraries for that matter.

When UndoCheckout is true, the checkout is undone (discarding changes) rather than checked in.

Last Updated: 4/20/2026, 12:54:05 PM