Working Files Dashpart

The Working Files dashpart allows you to easily manage your files in the DMS. You can publish a file, check a file in, undo a check-out, remove a file, and create a new document from a template.

The Working Files dashpart works differently in Internet Explorer compared to other modern browsers. It is recommended that you use Internet Explorer to manage files through the Working Files dashpart.

Working Files in Internet Explorer

Internet Explorer synchronizes with the workingfiles folder on your local PC, and mirrors the files within the Working Files dashpart. This folder contains files that you have not yet published to the DMS, and any files that you have checked out to edit.

When you want to publish new files, you can add the files to your workingfiles folder on your PC, and then use the Working Files dashpart to publish them. You can also drag files onto the Working Files dashpart to add them to your workingfiles folder.

The following options are available in this dashpart through Internet Explorer:

To do this	Click this
Check a file back in to the DMS
Undo a file check-out
Open a file to view or edit it	The file name
Remove file
Remove multiple selected files
Publish a file
Publish multiple selected files
Create a new document from a template
Add a file to your Working Files

Working Files in Other Browsers

Due to the security limitations of other browsers, such as Chrome and Safari, files cannot be synchronized with the workingfiles folder on your local PC. When you view the Working Files dashpart through any other browser except for Internet Explorer, it displays only files that you have currently checked out for editing.

Since PIM has no control over where your files are stored, you must always manually select files that you want to publish and check in. When you publish or check files in, the files are not automatically deleted from your local folder as they are in Internet Explorer. To prevent duplicate copies, you should always delete the local copies of any files that you publish and check in to the DMS.

The following options are available in this dashpart through other browsers:

To do this	Click this
Check a file back in to the DMS
Undo a file check-out
Delete file
Create a new document from a template
Publish a new file from your PC
Publish a file larger than 2GB from your PC