Content Manager 25.1 Content Manager

# Offline Records

Offline Records is a Content Manager tray where records or draft documents can be stored and edited without changes being committed to the corporate Content Manager database until the user checks in the document.

Offline Records documents and records are stored on the user's computer and can be edited even when there is no connection to the Content Manager database.

About Offline Records

- Offline Records can store any type of document or disk file
- Draft and checked out documents within Offline Records are stored in a separate and secure holding area for each user
- When a user checks a document in to Content Manager, Content Manager removes it from the holding area and stores it in the main document store.
- Integrated Offline Records - for example, integrated with Microsoft Word - will only display those documents that the application can open.

  For example, when you click Open in Word, only those documents that Word can open, i.e. .docx or .txt etc. appear.

See CM24.4_Spec.pdf in the Content Manager installation folder's Documentation folder for desktop integration limitations and supported applications.

Viewing Offline Records

- Offline Records tray - accessed from the Trays shortcut bar in Content Manager or Content Manager Desktop
- On the File menu, click Work Offline
- Offline Records accessed from an integrated application.

  See Content Manager Desktop Add-Ins dialogue box for further details about setting up user desktop integration functions.

Related information

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Offline Records