Working Offline

If the Therefore™ Anywhere feature is installed, users can copy some or all documents from a category to their local repository and work with them offline.

When they connect to the Therefore™ Server again, all changes will be synchronized: documents changed on the server are downloaded to the local repository and offline changes are uploaded to the server.

If version conflicts occur they can be resolved by the user.

Working Offline

  1. Right-click on the category containing the documents that should be taken offline. Click 'Make Available Offline' to take the documents offline. It is also possible to do a document search and then take individual documents offline.

    All cases and their documents can be taken offline by right-clicking on the case definition and selecting 'Make Available Offline'.

  2. In the filter define a subset of documents to take offline. Click 'Apply' when done. Therefore™ will now create an offline copy of these documents.

  3. A status button at the bottom right of the screen labeled 'Connected to Server' is displayed. Click on the button and select the option to 'Work Offline'. The status button is changed to Working Offline.

  4. When the system should be synchronized click on the Working Offline status button and choose 'Connect to Server'.

    If a conflict arises during synchronization it can be resolved from the Synchronization tab of the ribbon menu.

    To do so, right-click on a conflicting document. A context menu will open with the option to view the local version, the server version, or the original version. Decide which version to keep and select the relevant option:

    • Discard Local: revert to the version on the server

    • Overwrite Server: keep the local version

    If the desired version is a mix between the two documents check the document out and make the edits manually. Checking the document back in will create a new version and resolve the conflict.

  5. The Status button opens a dialog that displays the synchronization status. Synchronization can also be started manually by clicking the Start button.