Scenario 1: Edit and merge into server document

In this scenario, Andrew and Bill both edit the same document. Andrew saves the document during his work but Bill cannot save his work. Bill can merge the content and save the document when Andrew closes the document.

Step	User actions	Document status
1	Andrew opens the document in WorkZone by clicking the Open button.	The document opens for editing in Andrew's Microsoft Office application.
2	Andrew edits the document, adding and removing content in various places.	Andrew's document is updated.
3	In Microsoft Office, Andrew clicks the Save button	Andrew's changes are saved to the server document.
4	Bill opens the document in WorkZone by clicking the Open button. As the document is locked and assigned to Andrew, a dialog is displayed when Microsoft Office opens, prompting Bill to either view a read-only copy or edit the file and merge changes with the server file when it becomes available.
5	Bill selects to edit the file and merge changes.	The document is opened in Bill's Microsoft Office application. The document contains Andrew’s last updates from step (4) above as Andrew saved his changes to the document before Bill opened it.
6	In Microsoft Office, Andrew edits the document, adding and removing content in various places.	Andrew's document is updated.
7	In Microsoft Office, Andrew clicks the Save button and the changes are saved to the document.	Andrew's changes are saved to the server document.
8	In Microsoft Office, Bill edits the document, adding and removing content various places.	Bill's document is updated. Andrew’s changes are not updated in Bill’s document.
9	In Microsoft Office, Bill clicks the Save button but a prompt is displayed with the information that the document is locked for editing by another user.	Bill’s changes to the document cannot be saved.
10	In Microsoft Office, Andrew is finished editing and clicks the Save button to save all changes. Andrew closes the document.	Andrew's changes are saved to the server document. The document lock is released and assigned to Bill.
11	In Microsoft Office, Bill continues work on the document and is informed that document is now available for editing. Bill clicks the Save button.	Bill’s document is refreshed with the server version of the document. The document now reflects Andrew’s changes which are indicated in colored overlays, enabling Bill to react to the new document content.
12	Bill adjusts the document content and clicks the Save button again to save all changes	Bill's document is saved to the server with all changes.
13	Bill closes the document.	The document lock is released, enabling the next user who opens the document to edit and save any changes.