Editing Windows Documents
To edit W-Documents, follow these steps
- Select a W-Document from a hit list, a folder window, or the filing tray.
- Open the document by pressing Open on the ribbon tab or by selecting Content from the context menu.
The W-Document will open in the assigned W-program. Now you can edit it as you would any other document.
- Save the W-Document under the specified name.
- Switch to enaio® client.
The document is selected in the hit list, folder window, or filing tray, and will be flagged with ayellow padlock.
- Right-click to open the context menu.
- Select Check in.
The document is checked in and other users can edit it. The yellow padlock in the display disappears.
If you are editing several W-Documents, you can check them all in on the ribbon tab or by selecting Check in on the context menu.
When you exit enaio® client, your documents will automatically be checked in.
If you edited and saved a document without checking it in again, another user can only open the read-only, unedited version of the document.
Discarding Saved Changes
You can discard saved changes as long as you have not yet checked the document in or it has been checked in automatically using an enaio® office-utilities function. Select Discard changes in the context menu or on the HIT or FOLDER ribbon tab. The document is checked in, but the changes are not applied.
Certain work items can be executed more easily using enaio® office-utilities.