Synchronizing Offline Files Manually

If you have selected a file to be available for offline viewing, you can synchronize the offline file with the current version stored in Document.

Note: Synchronization is a one-way process, from Document to the offline version of the file. If you make changes to the offline version of the file, those changes cannot be synchronized to the version in Document.

To synchronize a file previously selected for offline viewing, do the following: 

1. Locate the file in Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file and select one of the following options:
   • Sync > Sync selected offline files. Only the files you have selected will be synced.
   • Sync > Sync all offline files. All files that are set up for offline viewing will be synced.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

3. Click OK.