Working with SmartSync

How Do I?

Getting Started

• Creating a Synchronized Copy of a File
• Connecting to a Parent File
• Opening a Synchronized Copy of a File
• Opening the Top-Level Parent File
• Creating a Sync Copy for Another User

File Maintenance

• Abandoning Sync Copies
• Minimizing CaseView Conflicts

SmartSync Server

• Publishing a Working Papers File
• Replacing the Server Copy
• Returning SmartSync Files to a Non-Sync State

Consolidation

• Creating a Synchronized Copy of Consolidated Files
• Creating a Consolidation in a SmartSync Environment

More Info >>

• Working Online

  Working online connects to the parent file. In an online state, changes are sent or received immediately.

• Working Offline

  Work offline to disconnect from the parent file. In an offline state, no changes are sent or received with all changes saved locally until a connection to the parent file is established.

• Consolidations With SmartSync

  Consolidation can either be internal or external. Internal consolidations are handled by SmartSync in the same way as any typical client file. For external consolidations, ensure the parent and subsidiary client files are stored on a server.

Reference >>

• Sync Status

  Information on the different statuses displayed in Working Papers SmartSync files.

• Synchronization Properties

  The Synchronization Properties dialog displays information on current sync copies and the parent and top-level parent files.

• Closing a Sync File

  Close all open external documents before closing a sync file to ensure changes to open documents are synchronized.