Open topic with left hand navigation

Manually Synchronizing a Document

Whenever you save a reference document, you can choose to synchronize it with other instances of the same document. Or, you may want to wait until a later time before synchronizing the document. In this case, you can manually synchronize the document.

To manually synchronize a document

1. Open the reference document for all of the other document instances.

For example, if a contact document has been added to one or more workspaces, open the contact document from the Organization work area.

2. Click Options > Synchronize.

Proliance lists the accounts containing other instances of the document and asks you if you want to synchronize the document.

3. Click Yes.

Proliance synchronizes the document and sends a notice to the accounts involved. This notice is not addressed to any particular user, so it only appears on the Received register under the Project Notices or Company Notices menu. Portfolios are not notified.