Working with Files in Studio Offline
Generally speaking, Studio Projects and Sessions require an online connection to view and collaborate on documents, but it's not always possible to be online 100% of the time. Studio provides different strategies for dealing with being offline while working in Sessions or Projects.
Studio Sessions benefit from a seamless transition between online and offline modes. While you are online, any changes made to a PDF in the Session (such as, adding markups or comments) are updated in real time. If you make changes to a Session document while offline, the changes are preserved (and shown on the Pending tab at the bottom of the Studio panel) and automatically synced with the Session once you reestablish your connection.
Note: Changes made to a Session PDF are entered in the Session Record as having been made when they are uploaded to the Session (that is, when you get back online), not when they were made while offline. The Creation Date column in the Markups list, however, it will show the actual date and time of creation.
You can synchronize all or part of a Studio Project's folder hierarchy locally onto a device so the files remain accessible without requiring an active Internet connection to Studio.
In order to use a Project file while offline, the file must first be downloaded to your device as a locally cached copy that can be viewed when offline and, when you are online and reconnected to the Project, used to update the server copy if desired.
This process determines which files and folders are downloaded to your device and saves locally cached copies of Project files. It is device-specific. If you wish to download Project files to multiple devices, you will need to complete this process on each one.
To download Project files with your device:
- Connect to the Project. Files and folders that are tagged with the icon are already set to be synchronized.
- For these purposes, synchronization only takes place in one direction, that is from the Project to your device. Updating a Project file with one from your device is covered below.
- To set a new file or folder to be included in the synchronization process, hover over its name click <![CDATA[ ]]>Sync Include.
- If a folder is selected, all of its files and sub-folders will be automatically selected as well. If you do not want all of these files and folders to be synchronized, you can deselect them individually.
- To synchronize files, right-click them on the Project tab and select Sync. When done to a single file, only that file is synchronized. When done to a folder or the Project, only files that are being synchronized for the first time and files that have been changed since the last time they were synchronized are affected. When the Project file and your locally cached file are the same, no action is taken.
- Opening or checking out a file also automatically caches a local copy.
This process updates the Project's version of a file with the one on your device. The Project file must be checked out to you; if it is not, check out the Project file first.
To synchronize files on your device with the Project:
- Connect to the Project.
CTRL-clickthe desired file and select one of the following:
- Check In updates the Project file with the one on your device and checks it back in.
- Update Server Copy updates the Project file with the one on your device but does not check it back in.
When using Studio Projects offline, the following is an example of a typical scenario:
You are about to go out to the field to inspect the progress of a project. The files for this project are stored in a shared Studio Project called "Project 101." The jobsite does not have Internet access and you know that you will be utilizing the PDFs related to the second and third floors of the project. The recommended workflow is to:
- Before leaving the office, Check Out the files you think you will need while you are offline.
- Checking out the files not only saves a locally cached copy of the file to your device, it also lets other Project members know that you are using the files and prevents them from making changes to those files while you are offline.
- While in the field, make needed changes to the files that you have checked out.
- When you get back to the office, connect to Project 101 and Check In the files.
- If you decide to not update the Project files with the changes you made while offline, you can also choose to <![CDATA[ ]]> Undo Check Out, which will discard your changes and release your check out.