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Getting started with working with documents

You can edit the content of documents any time. However, the option to edit depends on your permissions.

If you have the permission to edit a document and to create a new version, you can reserve the document for your purposes using the context action Start editing. You are entered as the editor for the document in the d.3 repository and the document is transferred into the status Processing. Then, go ahead. As soon as you have changed the document, you can update the document in the d.3 repository.

If you have not the permission to edit a document and to create a new version, the context action Start editing is not displayed.

When collaborating, it may occur that a different user is currently editing the document that you also want to edit. This user is entered as editor in the properties of the document. You get a message stating that the document is currently being edited by a user. The name of the user is displayed. If you have the permission to take over a document that is being edited by a different user, you can confirm takeover of the document to be edited. We strongly recommend contacting the user in advance to make sure that the collaboration works smoothly. A policy for the organization or the department can be helpful to specify when documents in editing can be taken over by other users.

The editing takeover function may also be useful when employees have to handle their colleagues' tasks in case of unexpected absences.