Editing a Document

To edit a document for a team authoring project, you first need to check it out. After it is checked out, no one else can edit it until it is checked back in. (If using TFS, you can allow checking out by others, depending upon the lock type.)

In the Team Authoring window, you should click the Refresh View button before checking out a file to update.

  1. In the Team Authoring window, select the file.

  2. Click the Check Out button. The Check Out dialog opens.

    • For File and Web Repositories After the file is checked out, click the Close button.
    • For TFS Repositories You need to confirm the lock type before you check out the file. Choose from the following:
      • Unchanged Will keep the existing lock.
      • Check Out Will prevent other users from checking the file in or out.
      • Check in Will allow other users to check out the file but they will not be permitted to check it back in.

      To set the default lock type, use the Doc-To-Help Options dialog (File > Tools > Options > Team).

  3. Click the Open button. The file opens.
  4. Make your edits and save them. Then close the file.
  5. Click the Check In button. The Check In dialog opens.
  6. Confirm the check in and click the Check In or OK button.

If you decide that you do not want to check in your edited document, click the Undo Pending Changes button to undo all changes to the document.

Note For other tasks, see Working in a Team Project.