Smart Filing allows multiple users to edit files simultaneously and track the changes.
- Open the web app and login.
- First, load the desired file from the company drive (Home Drive) (see article Access to files and folders) to your local PC/Mac. To do so select the file and click on the button Download.
- Open the file for editing (for example in Word).
- Save the modified file under the same name on your local machine.
- Upload the file to the web app (see article Upload files and folders).
- Select Replace.
- This creates a new version of the file.
- If, in the meantime, another user has also edited the same file, an additional version of the file will be created.
- If you open the file in your corporate directory, you can display all existing versions.
- To do so, click on the clock button (left arrow in illus.).
- If you want to edit an older version, click on the Save button (middle arrow in illus.).
- After saving the copy is included in the destination folder and can be edited.
- If you wish to delete an older version, click on Delete button (right arrow in illus.).