Editing Documents with Desktop Applications
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.
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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.