It is best to close the document after it has been edited and saved due to conflicts that can occur if the local file is saved outside of the control of Switching Management.

When the an external document is opened from a switching sheet, the application attempts to extract the external document to the temporary folder and compares the date stamp of its version to the local copy. If the file in the temp directory is newer than the database version, it gives a warning that changes to the local file will not be saved (because the plan was switched to View-Only mode). Once you click OK, the application will overwrite the local changes with the saved version of the external document in the database.

If the extracted document is still open when the application attempts to restore the saved version, a file lock conflict will result in another warning to inform you that the system cannot extract the database version of the document to the temporary folder. If this conflict occurs, you will be requested to take action to remove the conflict.

To remove the conflict, perform the following steps:

Depending on how a switching sheet is being worked, there are a number of ways for you to load an existing switching sheet.