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Synchronizing External and CaseView Documents

In the case of external documents (e.g. Microsoft Word and Excel) and including CaseView documents, incremental changes are not tracked. SmartSync is only aware that a change occurred for a file when the document is saved. In this case the entire file is compressed, saved and synchronized across the SmartSync network.

When working in external or CaseView documents it is important that an excessive number of versions are not saved as this can result in poor network performance. To avoid transmitting a new version of a document every time it is changed and saved, use the Sync On Demand feature to control which versions of a document to synchronize.

For more information, see Sync On Demand.

Changes that require saving manually, such as modifying a CaseView document, are handled on an ongoing basis. The document is assumed to be the most up-to-date and so each save overwrites the previous save. The previous versions are retrievable however, and can even be compared to the most recent version to see what changes have occurred.

Note: Conflicts can arise when the same external document is created at the same time in two different sync copies. This can result in a broken link on the document manager for one of the files. These conflicts can be managed using the SmartSync File Change Conflicts dialog.