Editing File

(To open and edit the file, ensure that corresponding software is installed on your computer.)

(Some functionality is available only for document owners.)

(Available for users with read rights)

Only admin users or users with “edit” rights can edit files content and properties (on how to set editing rights, see the Editing Rights tab).

When you edit a file, TM Master V2 saves changes in a new copy. 

If Document Handling is not enabled, there is a listener on the Temp Edit folder saving changes to the main system path/SQL server when changes are detected.

To edit the file:

1. Right-click the selected file from anywhere in TM Master and select Edit file . (The button is also available in the Files Property window.) The file will open in the corresponding program.
2. Edit the file as necessary.
3. Save the file in the program you used to edit the file. Close the file.
4. The way you accessed the Edit File button – in the right-click menu or File Property window

– access and click the Save as new Revision  button to save your changes as a separate version.

The version number shows next to the document name on the file name caption.

1. In the window that opens:
   • Set the details for the version. (The default version number is “XX”.)
   • Mark within Set As Active Revision if you want to make the version active.

The date of revision is added automatically. 

The edits will save in a new file.

To view available file versions or set the desired version active:

• See the File versions section.

On how to edit file properties (day of issues, description, code of document, etc.):

• see General

To rename the file:

• The Rename button

To know the path to your edits:

• Open the desired version of the file via the File Versions tab, and then use the Open in

Explorer  button.