Creating working copy in the Burai WorkOS is a straightforward process, designed to enhance collaboration and file version control. This feature allows users to create multiple versions of a files, facilitating parallel edits without affecting the original version.
Steps to Create working copy
Open the File:
Navigate to the Files section of the Burai WorkOS and select the file you want to create working copy.
Once selected, the file will open in a split-screen view within the Document Lifecycle Management (DLM) section. On one side of the screen, you will see the document itself, and on the other side, the DLM panel displays the file’s version history and options.
Access the Menu in the DLM Section:
In the DLM section, you will see a three-dot menu located near the top right, as shown in the picture.
Click on the dots menu to access various options related to file lifecycle management.
Select "Create working copy":
From the dropdown menu, select the option labeled "Create working copy". This will allow you to initiate a new version of the file.
Name the working copy and Add a Description:
Once you click Create working copy, a prompt will appear asking you to name the branch. This name should reflect the purpose or specific aspect of the branch (e.g., "Marketing Review", "Technical Edits").
You can also add an optional description to give more context about the branch, which will help collaborators understand its purpose.
Finalize Working Copy:
After naming it and adding a description, confirm the creation of working copy.
The new working copy will now appear in the DLM under the version history, where you can track its progress and continue editing.
Important: While creating working copy, users need to close the parent document (the original file) before proceeding with the branching process. This ensures that the process occurs independently and prevents any conflicts between the main document and the newly created one.
How to create Working copy – Plug-in
The Burai Add-In enables users to manage and create Working copy document directly within tools like Microsoft Word, PowerPoint, and others. This feature is integrated into the familiar environment, providing seamless access to document lifecycle management and collaboration features. Here's a step-by-step guide on how to create a branch using the Burai Add-In.
Open the Burai Add-In:
While working in Microsoft Word, PowerPoint, or other compatible tools, users can open the Burai Add-In by selecting it from the toolbar.
Once opened, the Burai Add-In will display a split-screen view with Burai’s functionalities on the right.
Access the To-Do Section:
The first thing users see when opening the Add-In is the To-Do section, which lists all tasks related to the current file.
This section helps users track their tasks, collaborate on content, and manage workflow efficiently.
Switch to the DLM Section:
Users can easily switch from the To-Do section to the Document Lifecycle Management (DLM) section within the Add-In.
In the DLM section, users will see a visual representation of the file's version history, including branches and edits.
Create working copy:
In the DLM section, click on the three-dot menu next to a version.
From the dropdown menu, select "Create working copy".
Name and describe working copy: After selecting Create working copy, a prompt will appear where you can name the branch and add an optional description. This description can provide context for the branch, such as the specific edits or reviews it covers.
Finalize the working copy:
Once working copy is named, click Confirm to finalize the creation of it.
The new working copy will now appear in the DLM section, allowing team members to work on it independently of the main file.