Objective

To edit an existing document and file the new version to the repository.

Requirements

A document is available for editing.

Step by step

1. Start the client.

2. Open the Repository work area.

3. Open the folder with the document that you would like to edit.

4. Click the document.

The preview of the document is displayed in the viewer pane.

Check out

5. Click the Check out and edit button (ribbon > Start).

The document is opened in the corresponding application and can be edited.

Information: The user editing the document is displayed in square brackets in front of the name of the document in the repository. The document is locked for other users.

Edit

6. Edit the document.

7. Save the document in an external application.

8. Close the external application.

The document is now in the In use work area.

Optional: Open the In use work area.

9. Select the document.

Check in

10. Click Check in to transfer the document back to the repository.

Alternatively: Right-click a document in the repository and select Check in from the context menu.

The Version information dialog box appears.

Optional: Enter a version number and version comment.

Information: If you want to update the document date in the repository to the current date, select Synchronize document date (set to today's date) option.

Information: Users who have the necessary permissions can delete versions for a version-controlled document. If you do not want your version to be deleted, select the Non-deletable version option.

11. Click OK.

Result

The document is checked back into the Repository work area with a new version number.