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Synchronize Workshare files to OpenText

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StatusKM Approval Pending
Main
If you're using...

Workshare OpenText integration
Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Apple Safari, Opera
eDOCS DM 5.3.1. COM only (Patch 1, Patch 3, Patch 4)
 

Once you have sent a file/ folder from OpenText to Workshare, you can synchronize the file/ folder with Workshare to ensure that it's updated in OpenText.

To synchronize files/ folders with Workshare:

  1. Navigate to the file or folder in OpenText.
  2. Right-click the file or folder to display the context menu.
Right-click the file or folder in Open Text and select Sync from Workshare
  1. Click Sync from Workshare.
The file/folder in Open Text is updated. If versioning is configured in OpenText, a new version of the file is created otherwise the file in OpenText is replaced with the file from Workshare. When a folder is synchronized, all files within the folder are updated and if new files have been added to the folder in Workshare, these new files are updated to OpenText.

Note: Any new documents added in Workshare that were not originally in OpenText will be added but not published. The user will need to manually profile them (OpenText behavior).

When a file/folder has been synchronized with Workshare, the Workshare logo is no longer displayed to the right of the file/folder in OpenText and the context menu will display Send to Workshare.

When a document sent from OpenText to Workshare is deleted in Workshare, it does not get deleted in OpenText. In fact the document in OpenText will still show Sync from Workshare in the context menu. When you select this option, a "File not found" error message is displayed and the context menu option will change back to Send to Workshare.

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If you're using...

Workshare OpenText integration
Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Apple Safari, Opera
eDOCS DM 5.3.1. COM only (Patch 1, Patch 3, Patch 4)
 

Once you have sent a file/ folder from OpenText to Workshare, you can synchronize the file/ folder with Workshare to ensure that it's updated in OpenText.

To synchronize files/ folders with Workshare:

  1. Navigate to the file or folder in OpenText.
  2. Right-click the file or folder to display the context menu.
Right-click the file or folder in Open Text and select Sync from Workshare
  1. Click Sync from Workshare.
The file/folder in Open Text is updated. If versioning is configured in OpenText, a new version of the file is created otherwise the file in OpenText is replaced with the file from Workshare. When a folder is synchronized, all files within the folder are updated and if new files have been added to the folder in Workshare, these new files are updated to OpenText.

Note: Any new documents added in Workshare that were not originally in OpenText will be added but not published. The user will need to manually profile them (OpenText behavior).

When a file/folder has been synchronized with Workshare, the Workshare logo is no longer displayed to the right of the file/folder in OpenText and the context menu will display Send to Workshare.

When a document sent from OpenText to Workshare is deleted in Workshare, it does not get deleted in OpenText. In fact the document in OpenText will still show Sync from Workshare in the context menu. When you select this option, a "File not found" error message is displayed and the context menu option will change back to Send to Workshare.

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