User manual

with it. You then choose a target location to save the selected file on your
local computer.
After the file is downloaded, the application registered as the file type's editor
with Microsoft Windows opens the file on your computer (if a file is a link or
a note, it is edited within your site).
NOTE All project members can download, view, and save a copy of a locked file
to their local computer. However, only those with Edit or Administrator permission
can update files (back to the site) once they have been edited.
When you have completed your editing session, click the Update toolbar
button,
to upload the file to your site. If you quit your editing session
before making any updates to the file, the file is unlocked. See
Locking and
Unlocking a File
(page 187) for more information.
Working In a Collaborative Environment:
To make sure the exchange of information goes smoothly—and that edited
files are not accidentally overwritten—you may want to establish some basic
communication guidelines. A collaborative work environment works most
effectively if you decide how you want to work together as a team, set up the
ground rules, and then let all project members know the rules right from the
start of the project.
To edit a file:
1 In the details view (or tree view), select the file you want to edit.
NOTE If you do not want to download the selected file, press the CTRL key
while you click the Edit icon and then choose No.
2 In the standard toolbar, click the Edit toolbar button.
When you've finished editing the file, it's a good idea to save the file to your
local computer. If the file is ready to be shared with other project members,
the updated version can be copied back to the site using the Update Projects
Document wizard (In the standard toolbar, click the Update File icon). The
current version of the file becomes the new version (2), the older version is
"bumped" (1), and the file is unlocked.
Otherwise, you can continue to edit the file until you are ready to share the
changes with others.
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