Understanding the Word Add-in and Mapped Drive Issues

If you open a Microsoft Word document from a Centerbase mapped WebDav drive and attempt to use the CB Save button, you will receive the error shown below. This is a built-in protection and this article will discuss the two methods of editing Word documents, as well as the pros and cons of each method.

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While you can open Word documents both from the mapped drive and the Word Add-in, the two methods are very different and not compatible. You must choose one method, and we highly recommend using the Word Add-in.

Method 1 - Using the mapped drive to open/edit Word Docs

• Open the Word document directly from the mapped drive by double-clicking, or navigate from Word and then open to the mapped drive.
• Your options for saving are limited to the Word save functions, meaning:
  
  • You can only save the document back to Centerbase using the Word "Save" or "Save As" options.
  • You will be prevented from using the Centerbase Word add-in. This is by design to prevent circular errors because first, the Word Add-in saves locally, then uploads those changes. However, the local copy you are working on is actually already in Centerbase. This is where the issue arises; we advise against this.

 Method 2 - Use the Word Add-in to save Word Docs

• You may open the Word document using any method below:
  • Use the CB Open button from the Word Add-in.
  • From inside Centerbase, from either the File Explorer on the matter or another item form, by double-clicking, or right-clicking Download.
  • From inside Centerbase, from the Documents tab, (if you have it set to show in your settings.)
  • From inside Centerbase, from the document profile card, by using green button, then selecting Open.
  • From inside Centerbase, from the documents navigation on the left side, selecting the document, using the green button, and selecting Open.
• To Save in Word:
  • Use CB Save to save back to Centerbase after making changes.
    • This will overwrite the copy downloaded, and will only give an error if there was an issue saving back to Centerbase.
  • Use CB Save as to save to a new location or add a revision.
    • Adding a revision allows you to keep the same filename/location and simply assign a revision number to the document. This may help you keep track of these issues.