How do I edit files?

Download files from a library to edit them.

About this task

You can choose whether to check out a file before you edit it. Checking out a file locks it so that no one else can replace the file while you are working on it. This functionality allows you to avoid losing edits and encountering conflict errors if you try to replace the file at the same time as another community member.

You can also edit files using IBM® Lotus® Quickr® Connectors when you have the connectors installed. For more information, see How do I edit files using connectors.

Procedure

To edit library files, complete the following steps.

  1. Open the library containing the file that you want to edit and click the name of the file.
  2. Optional: Click Check Out to lock the file. No one else can edit the file while it is checked out.
    Notes:
    • A small red lock icon Checked-out icon indicates that a file is locked when someone else has checked it out. A gray lock icon with a green key Checked out by you icon displays when you have checked out the file.
    • To unlock the file, click Check In or select More Actions > Delete Draft. When you select Check In, your edited version of the file becomes the current version, and the file is unlocked. Canceling a check out deletes any drafts and unlocks the file.
      Note: If draft review is enabled for your library, the Check In option is not available. Instead, you must submit the file for review by clicking Submit for Review. Your file will be checked in when it is approved by the designated reviewers.
  3. Click Download to download the file and save it to your computer.
  4. Edit the file on your computer and save your changes.
  5. Replace the file in the library with your updated version.
    1. On the summary page, click Upload New Version.
    2. Click Browse and navigate to the file on your computer.
    3. Select one of the following options:
      • Check In. Replaces the current public file with the version on your computer, and then unlocks the file.
        Note: If draft review is enabled for your library, the Check In option is not available. Instead, you must submit the file for review by clicking Submit for Review. Your file will be checked in when it is approved by the designated reviewers.
      • Update Draft. Replaces the current draft file with the version on your computer, and keeps the file locked. When you are ready to make the draft the public version, click Check In.



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