Synchronizing a Profile

When you publish a profile report to Word, you may need to edit descriptions in Word, then save those edits to the corresponding profile. This is done using the Synchronize function.

  1. In Microsoft Word, edit the report. You can edit text descriptions and information in tables. Do not edit headings or titles.
  2. Save the document in Word.
  3. Close the document.
  4. Navigate to Caristix Workgroup. In the Document Library view, click PROFILES, Synchronize… .
  5. Select the Word document you just edited and click Open. This will save changes you made in tables and description field in the Word document back to the original profile. (Note that the .docx document shall not be opened in Microsoft Word in order to synchronize it)