Scenario 2: Local copy: Manually merge or upload new document

In this scenario, Andrew and Bill both edit the same document, but Bill chooses to save a local copy of the document and either manually merge the content after Andrew closes the document or uploads the local copy as a new 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 view a read-only copy and clicks Edit document when the document is displayed as he wants to edit the document.	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 in 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	Bill decides to save the document as a local document instead and clicks File > Save to save the document on the local machine.	Bill's document is saved as a local document on Bill's machine. The server document is still locked but Bill's local document is not locked.
11	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 but not assigned to Bill who is working on his local document.
11		If another user (Chris) opens the document right after Andrew, Chris will be assigned the document lock and not Bill. The server document and its newly changed content will still be unavailable to Bill, who is working in his local document.
12	In Microsoft Office, Bill continues work on the document, clicks the Save button to save all changes to the local document and closes the document.	Bill's changes are saved to his local document. The server document is not updated, regardless of who has opened or is editing the server document.
13	When Bill is finished, he can either upload his local document as a new document or manually merge his changes into the server document.	Bill's local document exists only on his local machine and not in WorkZone.
13a	If Bill wants to upload his local document, in WorkZone: In WorkZone, Bill selects the case the document is attached to and then clicks Document > Import Document to import his local document to the case.	The local document is imported into WorkZone. There are now two versions of the original document: The server version which Andrew (and maybe Chris) worked on and Bill's document.
13b	If Bill wants to merge his changes into the server document: Bill opens the server document and his local document in Microsoft Office and uses Microsoft Office’s Compare functionality to manually merge the content of the two documents into Andrew’s document. If Chris also added content to the server document, Bill must now merge his local document content into the sever document which contains updates by both Andrew and Chris.	The server document is opened and locked by Bill.
14	In Microsoft Office, Bill is finished merging and clicks Save to save the document	The server document is updated and saved with Bill's merged content.
15	Bill closes the document.	The document lock is released, enabling the next user who opens the document to edit and save any changes.