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 Transferring Individual Documents

Use

In cFolders you can download and upload documents individually or in bulk ( mass transfer of documents ), and check out documents for editing online.

Prerequisites

To check out documents for editing online, you have installed and activated a plug-in on your front-end system. You have activated the plug-in by choosing Settings and selecting the tab page General, and have set the Special Functions: Plug-In indicator .

Activities

You check out the current version of a document on the document overview screen by selecting the object name and choosing Checkout in the Current Version screen section. During the check in and the check out procedure, documents are locked for editing. Checked out documents are saved in your favorites. To check a document back in, you choose Checkin and select whether you want to create a new version or overwrite the existing version.

If you want to edit the document locally rather than online, you choose Download and save the document to your PC. To upload the document with your changes, you choose Upload . cFolders creates a new version of the document.