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Speaking of Connect – Explore...

The Explore tab is shown when accessing the Connect application or after defining first-access settings.

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Documents and folders can be moved through the structure by dragging and dropping.



Explore documents

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01. In the Connect application, click the Explore tab.

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Painel

Viewing Remote chart contents is conditioned to the user’s permissions in folders and documents posted in the official platform repository.



Download document

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01. Select the document to be downloaded from the Remote chart.

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Painel

In the Remote chart, the downloaded document is marked as “(R)”, indicating that such document is also available in the local repository. 



Document checkout

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01. Select the document for checkout.

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Painel

Upon clicking Checkout, a copy of the document is created in the My documents > Checkout directory, in order to ensure all required changes are securely applied. Documents in checkout are marked as “(C)” for identification purposes.

Only perform a document checkout if the document is updated in the local repository (i.e. same version in the remote repository). Otherwise, the document must be updated before the checkout process. 



Document checkin

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01. In the My documents > Checkout directory of the local chart, select the document for checkin.

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Painel

Upon clicking Send, the document is updated in the platform’s official document repository. 



Document checkout

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01. Select the document whose checkout will be canceled.

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Painel

After canceling a document checkout, all changes made to such document are discarded and the current version is restored from the official repository. 



Update document without checkout

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01. In the Local chart, select the document to be updated in the remote repository.

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Painel

Updating documents without performing the checkout procedure may overwrite changes made by other users.



Create document

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01. Access the directory corresponding to the Connect repository in the workstation and create a new document.

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06. View the new document in the remote document structure.



Open document

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01. In the Local chart, select the document to be viewed.

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Painel

It is also possible to open the directory corresponding to the local repository from the document. For such, click Open in Explorer in the context menu displayed. 

03. View document.



Delete document.

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01. In the Local chart, select the document to be deleted.

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Painel

Available document deletion options are:

  • Delete local: this option only deletes the document from the local repository.
  • Delete fluig: this option deletes the document from the local and remote repositories. 



Synchronize local and remote directories

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01. Click Synchronize, located in the list of actions available on the top of the window.

Painel

By selecting this option, the local and remote repositories are updated based on specific changes made to each of them; that is, new documents are sent to the remote repository, local documents whose permissions were removed in the remote repository are deleted, and current versions are downloaded to the local repository, among other actions.
The user must be online in order to ensure a successful synchronization process. 



Reload local and remote directories

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01. Click Reload, located in the list of actions available on the top of the window.

Painel

Upon selecting this option, the directory structure of the local and remote document repositories is updated.
Documents changed locally without the checkout/checkin process will be updated with the official remote repository version, and a message will be displayed indicating conflicting document versions.
If the user’s permissions are changed in the official repository, applicable security settings are applied during update procedures. 



Define user preferences

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01. Click Preferences, located in the list of actions available on the top of the window.

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