To edit a document with a desktop application when you have not used M-Files Web Companion before:
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Make sure that you have the M-Files Web Companion application
installed.
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Right-click the document in the listing area.
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Select Open in desktop app.
Result:M-Files Web Companion shows a server access dialog.
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Enable Allow server to use M-Files Web Companion and click OK.
This makes sure that M-Files Web Companion can save to the M-Files server the edits that you make in the desktop
application.
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In the login dialog, select the login method that you use to log in to this vault.
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Enter your credentials and click Log In.
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Click OK.
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In the listing area, right-click the document and select Open in desktop
app again.
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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.
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Make your changes in the desktop application.
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Save the changes and close the desktop application.
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In M-Files, right-click the document in the listing area.
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Click Check in.
Your edits are checked in to the vault and can be seen by other users.