Viewing Remote chart contents is conditioned to the user’s permissions in folders and documents posted in the official platform repository.

Documents can also be downloaded in two other ways:

• through the context menu: by right-clicking the mouse over the document and selecting Download;
• drag and drop: by selecting the document and dragging it to the desired local repository directory. 

In the Remote chart, the downloaded document is marked as “(R)”, indicating that such document is also available in the local repository. 

The document may be selected either in the remote document chart or the local directory, in case it has already been downloaded. 

Document checkout procedures can also be performed by right-clicking the mouse and selecting Checkout in the context menu. 

Upon clicking Checkout, a copy of the document is created in the My documents > Checkout directory, in order to ensure all required changes are securely applied. Documents in checkout are marked as “(C)” for identification purposes.

Only perform a document checkout if the document is updated in the local repository (i.e. same version in the remote repository). Otherwise, the document must be updated before the checkout process. 

Document checkin procedures can also be performed by right-clicking the mouse and selecting Checkin in the context menu. 

Comments

Detailed changes applied to the document submitted to checkin. The field is mandatory.

Version control

Version control method applied to the document. Available options are:

• New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review
• New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
• Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document.

Version/review description:

Description of the new version or review to be applied to the document.

Upon clicking Send, the document is updated in the platform’s official document repository. 

After canceling a document checkout, all changes made to such document are discarded and the current version is restored from the official repository. 

Updating documents without performing the checkout procedure may overwrite changes made by other users.

The document is displayed in bold in the local document structure, indicating that it is a new document and is still not available in the remote repository. 

After selecting this option, the new document is no longer shown in bold in the local repository, and will now be shown in the remote repository marked with “(R)”, which indicates that it is also available in the local repository. 

It is also possible to open the directory corresponding to the local repository from the document. For such, click Open in Explorer in the context menu displayed. 

Available document deletion options are:

• Delete local: this option only deletes the document from the local repository.
• Delete fluig: this option deletes the document from the local and remote repositories. 

By selecting this option, the local and remote repositories are updated based on specific changes made to each of them; that is, new documents are sent to the remote repository, local documents whose permissions were removed in the remote repository are deleted, and current versions are downloaded to the local repository, among other actions.
The user must be online in order to ensure a successful synchronization process. 

Upon selecting this option, the directory structure of the local and remote document repositories is updated.
Documents changed locally without the checkout/checkin process will be updated with the official remote repository version, and a message will be displayed indicating conflicting document versions.
If the user’s permissions are changed in the official repository, applicable security settings are applied during update procedures. 

Show notifications
This option enables the desktop notifications feature and warnings regarding platform actions are received in the operating system’s notifications area.
Language
Default Connect language. 

Run Fluig Connect during system startup
When selected, this option runs Connect during the operating system startup.
Local
Local directory to manage documents through Connect. By default, Connect automatically creates a repository in the user’s private directory; however, this directory can be changed.
No proxy server
This option prevents Connect from using any proxy servers.
Automatically detect proxy server
This option allows Connect to use the browser’s proxy settings.
Manual
This option determines that the proxy settings will be customized, requiring the user to enter the protocol type, address, port, user name and password.