To edit a document with a desktop application:
-
Make sure that you have the M-Files Web Companion application
installed.
-
Right-click the document in the listing area.
-
Select Open in desktop app.
-
Select Check out.
This makes sure that only you can edit the document.
To edit a document that is checked out to someone else, click the
document with the secondary mouse button and select Ask object to be checked
in.
-
Make your changes in the desktop application.
-
Save the changes and close the desktop application.
-
In M-Files, right-click the document in the listing area.
-
Click Check in.
Your edits are checked in to the vault and can be seen by other
users.
