Change where you work on files that you check out from a SharePoint library

When you use an Office program to check out a file from a Windows SharePoint Services 3.0 site, Microsoft Office SharePoint Server 2007 site, or Microsoft Office SharePoint Portal Server 2003 site, the file is stored by default on your hard disk in a drafts folder that is in your My Documents folder. You can change this location to another location on your hard disk or network, or you can specify that checked-out files are stored on the Web server when you work on them. Your administrator might specify a custom location or prevent the location from being changed, depending on the needs of your organization.

When you check out a file from a Microsoft Windows SharePoint Services 2.0 site, the file is stored on the server while you work on it, but you must still check in the file before others can see your changes. In most cases, when you check out a file from a Windows SharePoint Services 3.0 site, you receive a message telling you where the file will be stored while you have it checked out. You will not receive such a message when checking out a file from a Windows SharePoint Services 2.0 site.

This setting changes the location where you work on the next file that you check out. If you are currently working on a checked-out file, this procedure does not change its location.

Do the following in these 2007 Microsoft Office system programs:

Word, Excel, or PowerPoint

  1. Click the Microsoft Office Button Office button image , and then click the options for your program: Word Options, Excel Options, or PowerPoint Options.

  2. In the dialog box that appears, click Save.

  3. In the Offline editing options for document management server files section, do one of the following:

    • Use the following procedure to work with checked-out files on your hard disk or on a network location:

      1. Under Save checked-out files to, click The server drafts location on this computer.

      2. In the Server drafts location box, type the location on your hard disk where you want to work with checked-out files, or click Browse and find the location.

    • To work with checked-out files on a Web server, under Save checked-out files to, click The web server.

      When you choose this option, you work with your checked-out files on the Web server or site where your files are stored. You cannot customize the specific location.

  4. Click OK.

Visio

  1. On the Tools menu, click Options.

  2. In the Options dialog box, click the General tab, and then click Service Options.

  3. In the dialog box that appears, click Offline Editing Options.

  4. In the Offline editing options for document management server files section, do one of the following:

    • Use the following procedure to work with checked-out files on your hard disk or on a network location:

      1. Under Save checked-out files to, click The server drafts location on this computer.

      2. Under Server drafts location, type the location on your hard disk where you want to work with checked-out files, or click Browse and find the location.

    • To work with checked-out files on a server location, under Save checked-out files to, click The web server.

      When you choose this option, you work with your checked-out files on the Web server or site where your files are stored. You cannot customize the specific location.

  5. Click OK.

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