Editing a Document Using DeskDocs

Documents can be edited directly from the workspace they are in and re-saved after the edits are complete.

How DeskDocs handles document versioning:

• The document version is incremented the first time you save the document and then at 11 minute intervals.
• Intermediate saves do not increment the version.
• When multiple users are editing the same document, the version is incremented each time a different user saves the document, or at 10 minute intervals (per user), which ever is shorter.
• Two users cannot save the same version of a document (the version is automatically incremented).

editing a document using DeskDocs:

1. Navigate to the DeskDocs folder on your computer and open it. A list of folders displays.
2. If you are a member of a single workspace, the folders represent the Documents folders in that workspace. Any files listed are documents that were added to the root (default) folder.
3. If you are a member of more than one workspace, the folders represent the workspaces you are a member of. Open a workspace folder to navigate to the workspace Documents folder(s).
2. Open the folder that contains the document you want to edit.
3. Open the document and make your changes.
4. Save the document.
   When the document is saved in DeskDocs it is saved to its original location in Changepoint PPM.

Related Topics:

• Adding a Document Using DeskDocs—How to add a document using the DeskDocs utility.
• Configuring DeskDocs—How to configure the DeskDocs utility.
• DeskDocs Overview—About the DeskDocs feature.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved