Sometimes a file that is stored in Swivle needs to be changed, and of course, you
want to update the same file in Swivle again when you are done with your changes.
- An image may need to be edited by cropping it or by changing the image itself
- Text may need to be added or removed from a Word document
- An InDesign layout may need to be worked on (separate plugin required)
This can be done by downloading the file from Swivle, changing it locally on your machine and uploading it back to Swivle, whereby a new version of the original file is created.
Tip: Images can be rotated or flipped directly from within Swivle, without the need to edit the file locally on your machine. Just right click the file, hover over 'Image' and select the transformation you would like to do.
While you are editing a file, it is important that other users cannot make any changes to the same file. You don't want to overwrite someone else's work, but likewise you don't want anyone else to overwrite your work.
To prevent this from happening, you can click the 'Check out' button to put the file in a 'checked-out' state. Checking out a file will lock it from other users and download it to your local machine, so you are free to make changes to it. When you are done working on the file, you 'check-in' (unlock) the file which uploads it back into Swivle and makes it available for other users to edit.
While a file is checked out, other users are prevented from performing most actions including also checking out, updating (e.g. the metadata), moving or deleting the file until it is 'checked-in' again. Some actions are still possible, such as downloading the original file, previewing the file, or sharing the file.
Checking in a file does not replace the original file. Instead, a new version is created. Swivle will keep up to 5 previous versions of a single file. More information about versioning can be found in the Managing versions of files article.
Working with Check-out and Check-in.
The Swivle Agent desktop tool is designed to integrate the Swivle Check-out and Check-in functionality seamlessly with your workflow. In short, the agent takes the hassle of managing your files locally out of your hands.
It comes with the following main benefits:
- When you check out a file, it will be automatically opened in its native application. For example: a .psd file will automatically launch Adobe Photoshop.
- The agent will track when you save your changes to the file and show this in Swivle.
- Checking in the updated file is as easy as clicking 'Check in'.
The article 'Working with the Swivle Agent' describes the Swivle Agent and how to work with it in more detail.
For working with InDesign files we have created a dedicated InDesign plugin. This plugin has been developed to perform specific InDesign tasks efficiently.
The plugin can be downloaded from this page: https://help.swivle.com/en/articles/997479-installing-the-indesign-plugin
Checkout without Swivle Agent
If don't have the Swivle Agent installed, Check-out and Check-in workflow can be used without the need for installing any additional tools, but involves more manual steps.
When using the classic workflow, when you check out a file it is locked in Swivle. But you will still need to browse to your downloads folder and open it yourself. Then, when you are done with your changes, you will need to manually upload the updated version back into Swivle.
A detailed explanation can be found in the article 'The Classic Check-out / Check-in workflow'
Recognising Checked out files
- For files that you have checked-out yourself: a pencil icon is displayed over the thumbnail
- For files that are checked-out by another user: their Avatar icon is displayed over the thumbnail
Tip: Hover the mouse pointer over the icon to see the name of the user who has checked-out the file.