Download files from a library to edit them.
About this task
You can choose whether to check out a file before you edit
it or whether you want to open it without checking it out. Checking
out a file locks it so that no one else can replace the file while
you are working on it. This functionality allows you to avoid losing
edits and encountering conflict errors if you try to replace the file
at the same time as another community member.
Procedure
To edit files use any of these methods.
- Double-click the name of a library file and choose whether
to open the file for editing or reading. If you open it for editing,
the file will be locked until you check it back in or cancel the check
out.
- Right-click the name of a library file and choose Open to
open with the default associated application or Open with to
choose an application.
Note: This method does not lock
the file so you might encounter conflicts when you upload your changes.
- Right-click the name of a library file and choose Edit.
The file will be locked until you check it back in or cancel the check
out.
- Right-click the name of a library file and choose Check
out to lock the file. Then, right-click the name of a
library file and choose Open or Edit to
view or edit the file.
What to do next
Whether you checked out the file or not, making changes to
a library file creates a new local draft. You are notified about the
draft in the Library Drafts Monitor. After you are done editing a
file, right-click the file name and choose Check in.
Your changes are uploaded to the server and the file is unlocked so
that others can edit it.