If you want to make changes to your template in Typefi Designer, and keep others from making changes simultaneously, you can check out a file from a Typefi Server—without leaving Adobe InDesign.
When you check out a file, only you can edit it. You can save your changes as often as you like before checking in the file. Once you're done making changes to the file, check it in to upload your changes to the Typefi Server. If you change your mind, you can discard your changes and undo the checkout.
Check out a file
Checking out a file locks it for all other users until you check it back in. Other users can still view or download the original version of the file while it is checked out, but they cannot make any changes.
To check out a file:
- Open Typefi FileManager (Window → Typefi → FileManager).
- If you're not already, connect to a Typefi Server.
- Navigate to the document you want to check out.
- Right-click (Windows) or control-click (macOS) the file and choose Check Out from the pop-up menu
You can also double-click a file to check it out.
By default, when you save changes to a file that you have checked out, only the copy on your computer is saved—that is, any changes you make to a file are not uploaded to the Typefi Server. However, you can configure Typefi FileManager to sync the changes back to the Typefi Server each time you save the file. For step-by-step instructions, see Configure the sync preferences.
If you want to open a file without checking it out, right-click (Windows) or control-click (macOS) the file and choose View As Read Only.
Check in a file
The file you checked out, and any changes you make to it, are not available to your colleagues until you check in the file.
If you want to check in a file that has not yet been uploaded to the Typefi Server, see Upload a file.
To check in a file:
- Make some changes to a checked-out file and save them.
- Close the document.
- In the confirmation dialogue, click Yes.
Alternatively:
- Open Typefi FileManager (Window → Typefi → FileManager).
- Right-click (Windows) or control-click (macOS) the file and choose Check In from the pop-up menu.
Undo a checkout
If you check out a file and don’t make changes to it or make changes that you don’t want to keep, you can undo the checkout, rather than saving the file. A new version of the file is created each time you check in the file. By undoing the checkout, you can avoid making new versions when you haven’t changed the file.
Only administrators can undo a checkout for files that other users check out.
To undo a check out:
- Make some changes to a checked-out file and save them.
- Close the document.
- In the confirmation dialogue, click No.
Alternatively:
- Right-click (Windows) or control-click (macOS) the file and choose Undo Check Out from the pop-up menu.
- In the confirmation dialogue, click Yes.
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