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SmartSync Tab

The SmartSync tab is used to manage the sync status of client files, resolve sync conflicts, delete sync information, and repair sync files.

When integrated with CaseWare Cloud, the SmartSync tab changes to the Cloud tab. See Cloud Tab for more information.

Note: Visible commands vary based on the currently selected document.

Option Description
Create

Creates a local sync copy of a client file. For more information, see Creating a Synchronized Copy.

Publish

Publishes an unpublished Working Papers file to a SmartSync server.

Work Offline

Temporarily disconnects the local copy from the parent copy.

Replace Server Copy

Replaces the server copy of the client file with the local copy. For more information, see Replacing the Server Copy.

Properties

Opens the Synchronization Properties dialog.

Show Versions

Opens the Synchronization Versions dialog.

Show Conflicts

Opens the Synchronization Conflicts dialog.

Delete Copy

Deletes the local sync copy. For more information, see Managing Sync Copies.

Clear Information

Removes all sync info from the top-level parent file. Can only be used by opening the top-level parent file.

SmartSync Repair

Opens the SmartSync Repair dialog to repair sync errors, including missing or corrupted sync events.