Synchronizing Documents

Doc-To-Help automatically synchronizes the documents changed in the SharePoint Library with those on your machine. Synchronizing uploads all local changes to the SharePoint Library and downloads SharePoint Library changes to your machine.

Synchronization should not be used as a substitute for checking documents in and out of the SharePoint Library. When check in/check out is used, all users know the status of documents and who has possession of them. 

The automatic synchronization will occur when you close or open a document or project, and when you build a project. (You can change the synchronization defaults using the Options dialog, SharePoint Documents tab.)

You can synchronize manually at any time by opening the Project ribbon in Doc-To-Help and clicking the Synchronize button.

If both versions of a document (the SharePoint Library version and the version on your machine—the local copy—are different, and you trying to save, open, close, or synchronize a single Word document, a dialog will give you the following options:

• Overwrite the local copy of the document.

• Overwrite the copy  of the document on the server (in the SharePoint Library).

• Merge the documents. See Merging Word Documents.