Editing checked out files in offline mode

Occasionally you may need to edit workgroup files without connecting to the Workgroup Server--for example, on a laptop computer with no network connection. In this situation you can edit checked out files in offline mode. To do this, you first check out the desired files in online mode. (See Checking out files and folders.) If you want links to appear intact while editing, you then download related files that you don't need to edit but that are referenced by your checked out files. (Downloading a server file copies a read-only version of the file to your local site.) You can then edit the checked-out files offline and check them back in to the server when the connection is restored.

To download files from the Workgroup Server:

1. While connected to the server, select the files you want to download in the site window. Select multiple files by Ctrl-clicking (Windows) or Shift-clicking (Mac OS).
2. Do one of the following:
• Choose Site > Download.
• Select the files, then choose Download from the context menu.

To edit a file in offline mode:

1. Check out the needed files while still connected to the Workgroup Server.
2. When you want to edit the files, open the site file.

An alert appears, and a warning also displays in the Network Status window.

3. In the alert, click OK to open the site anyway.

You can also switch directly to offline mode without closing the workgroup site. Select Site > Workgroup > Work Offline. To go online again, select the command again.

The site opens in offline mode. The site window shows all files in the site. However, the only files that you can edit are files currently checked out to you. You can also open (in read-only mode) any files you've downloaded, and any file you have a local copy of on your computer (a local copy exists for any file checked out during previous site editing).

4. In the site window, locate the checked out file you want to edit. Checked out files are indicated by a pencil icon in the Locked column.
5. Double-click the checked out file to open it. Edit the file as needed, and save the changes.
6. The next time you are online and the server is accessible, open the site and check in the file, as described in Checking in files and folders.