Marking as Reserved
You can reserve a document or file to alert other users you're working on it. This doesn't lock the document, but it alerts other users that you are planning to update the item.
Reserving documents is especially useful if you're using uploaded files but can't use Jive for Office. The Reserved badge doesn't prevent anyone else from editing, but it shows information about who is working with the item, making it easy for other people to check in with you before adding their own edits. The Reserved badge is important for anyone who can't use Jive for Office to edit and merge uploaded files, such as Mac users. It can also be used to warn users of a published Jive native document that's not ready to be edited by others yet. For more information, see Reserving files and documents.
To mark a file as Reserved and remove the marking:
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Go to the document or file you want to reserve.
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To mark the content item, click Actions > Mark as Reserved on the right sidebar.
The Reserved badge is added at the top of the document.
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To free the file for editing, use any of the following:
- Click Unmark next to the Reserved label on the document or file page.
- Publish the item. When you or anyone else publishes a new version, the Reserved badge is removed.
- Mark it as Final, Official, or Outdated. These markings override Reserved, and the Reserved badge is removed.
When you mark a file as Reserved, anyone can see who reserved the file and contact the person if they're unsure whether it's OK to proceed with editing. Anyone with the rights to edit a file or document also has rights to mark it as Reserved. When someone reserves a file, the author and anyone who has already edited the document receive an Inbox notification. You can filter content to find reserved documents, too.
Differences in reserving Jive documents and uploaded files Jive native documents: Jive provides an indicator when someone has started editing a document. However, note that the lock on the document while someone is editing only lasts ten minutes, and after that, it's possible to edit the document and overwrite another user's changes. Mark as Reserved replaces the need to put "WIP" or another indicator in the title when a document isn't in a state suitable for contributions from other users. It shows an author or editor's intention to keep working on the document undisturbed until the next time that the author publishes it.
Uploaded documents: Mark as Reserved warns users who don't use Jive for Office that publishing a new version could overwrite and invalidate a version someone is working on locally. Marking a file as Reserved does not lock the document or prevent uploading another version. But any other user who clicks Edit with the intention of uploading a new file can see a message pointing out that the file is currently reserved for editing.