• CaseWare SmartSync
  • About SmartSync
  • About SmartSync on Citrix and terminal servers
  • About SmartSync Server
  • Differences between SmartSync and non-SmartSync
  • Peer-to-peer synchronization
  • SmartSync extension index
  • Sync Log
  • Synchronization properties
  • Test SmartSync connectivity
  • Troubleshooting SmartSync
  • SmartSync: Getting started guide
  • Specify the default synchronization behavior
  • Create a sync copy
  • Manage sync copies
  • Manage the parent file
  • Lock documents for exclusive use
  • Repair a SmartSync file
  • Resolve synchronization conflicts
  • Work offline

Specify the default synchronization behavior

You can specify the default synchronization behavior for each document, or for the entire file. The default synchronization behavior affects CaseView and external documents, such as Microsoft Word, Excel, and PDFs. For files with large external documents, or for off-site Working Papers files, we suggest that you adjust the synchronization frequency accordingly to improve performance.

• Automatic: The file or document syncs automatically with the parent file and other sync copies when changes are available. A file cache is generated for each change in the saved document. This behavior is suggested for small to average sized files and documents.
• On Demand: Changes are cached locally and synchronized together when clicking Synchronize All Documents on the Synchronization Status icon, or right-clicking a document and clicking Sync Now. This behavior is suggested for large files and external documents.
• Never: The file or document does not synchronize changes and is excluded when clicking Synchronize All Documents on the Synchronization Status icon.

To specify the default synchronization behavior of the file:

1. In Working Papers, open the sync copy where you want to specify the default synchronization behavior.
2. On the ribbon, click Tools | Options | Advanced.
3. Under Default Document Synchronization Behavior, select an option. Click OK.

The default synchronization behavior is specified for the file.

To specify the default synchronization behavior of a document:

1. In the Document Manager, right-click the document where you want to specify the default synchronization behavior and click Properties.
2. Click the Synchronization tab.
3. Under Synchronization Behavior, click the Document synchronization frequency drop-down menu and select an option. Click OK.

The default synchronization behavior is specified for the document.

Note: You can enable a column in the Document Manager that displays the synchronization behavior for each document. Right-click a column header in the Document Manager and click Show | Sync Behavior.