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Editing Stored Documents Externally

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Any Info Item, other than Searches or Contacts, can potentially be edited outside of Ultra Recall.  When an Info Item containing stored content is edited externally, the stored content is saved in a temporary file, launched in the application installed on your computer which is associated with the file (based on the extension), and persisted back to Ultra Recall after being modified (the created temporary file is marked read-only unless the file extension of the file is included in the File extensions to open stored documents writeable list on the Documents tab of the Options Dialog).

 

Document Info Items will be launched in the application associated with the extension specified in the URL attribute of the Info Item.  All other eligible Info Items contain Rich Text and will be launched in the application associated with the .rtf extension.  While an editor is available for Rich Text Info Items in Ultra Recall, external editing provides a way to use RTF features (such as tables, special indenting, etc.) that the Ultra Recall rich text editor does not support.

 

The Open Document command is used to begin editing the stored contents of an Info Item.

 

After making changes to the temporary file in the associated editor, save the changes and/or exit the external application.  The changes will automatically* be persisted back into Ultra Recall according to the following rules:

When a stored document or rich text content is opened externally, Ultra Recall makes a writeable copy of the file in the system temporary folder (in an Ultra Recall subdirectory), then launches it in the application associated with the file type on your system (if the extension is in the list described above)
Ultra Recall will check the modified date of this local file copy at the following times (and update the stored contents in Ultra Recall if it has been changed):
1.When the item is saved via File | Save (Ctrl+S default shortcut) or is auto-saved.
2.Navigating to a different Info Item in a Selection Pane.
3.Changes to all externally modified files are updated in Ultra Recall when selecting Tools | Save All External Documents on the menu bar.
4.Closing a database or exiting the Ultra Recall application.

 

Note: All temporary files created by Ultra Recall are automatically deleted when Ultra Recall exits.

 

* Ultra Recall will first prompt the user when this update occurs depending on the setting of the Prompt before updating from local copy of stored document checkbox on the Document tab of the user options.

 

Warning: "Temporary file cleaner" applications can interfere with editing of stored content if the created temporary files are deleted before Ultra Recall persists the changes back to the related Info Item.  These temporary files must not be deleted while Ultra Recall is running, or you could lose any editing you have done on them.  It is recommended that these type of applications be configured to only delete temporary files at Windows startup to prevent this type of conflict.

 

See Also:

Open Document
Stored Documents
Options Dialog
Document Dialog
Selection Pane
Navigating
Document Template
Text Template
Derived Templates
Editing internally with Microsoft Office apps & Adobe Acrobat