Cortado Workplace – User Guides

Smart Filing

8 views July 6, 2018 December 20, 2019 0

Smart Filing allows multiple users to edit files simultaneously and track the changes.

  • First, load the desired file from the company drive (Home Drive) to your local PC/Mac. To do so select the file and click on the button Download.
download file to local machine

download file to local machine

  • 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 section Upload files and folders).
  • Select Replace.
Upload file to web app, select Replace

Upload file to web app, 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.).
show all versions of the file

show all versions of the file

  • 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.
refresh browser to display safed copy of older version

refresh browser to display safed copy of older version

  • If you wish to delete an older version, click on Delete button (right arrow in illus.).

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