Linking a Workspace to a Version Control System

Before you can use the version control options in Workspace Explorer, you need to link that workspace to a version control repository.

Before you can link a workspace to source control, you need to install a source control plugin on your computer.

To link an existing workspace to a version control repository

  1. Open the workspace you want to link to version control.
  2. In the Workspace drop-down menu at the top left of Workspace Explorer, select Add to Source Control; then select the type of version control you want to use (for example, Subversion).
    1. In the case that you are connecting to a sever-based repository (such as Subversion), in the Repository URI box, type the web address of the repository you want to connect your workspace to.
    2. Ensure the Local Path points to the workspace you want to connect to the repository.
  3. Click Create.
    1. If there is an Authentication challenge, provide your user name and password. If you are unsure what these are, contact your Subversion administrator.
    2. Click OK.

Any templates currently in the repository appear in your workspace, and HotDocs adds any templates already in your workspace to the repository, then checks those templates out for you.

  1. To finalize adding the templates HotDocs automatically added to the repository, select those templates and click Check In.
    1. In the event you are using a repository such as Subversion, you must type something in the Comment box to enable the Check In button.
    2. Click Check In.

You are now working on a copy of the files that is saved locally and a repository version of the workspace now exists in the version control repository.

To create a new workspace linked to a version control repository

  1. Open HotDocs Author.
  2. In the Workspace menu, select New Workspace.
  3. Type a workspace name and select Create in Source Control..
  4. Select the type of repository you want (for example ,Subversion).
  5. Click OK.
  6. Type in the Repository URL.
  7. Click Create.

If you are using a repository that requires it (such as Subversion), you must type something in the Comment box to enable the Check In button.

  1. Click Check In.
  2. In the Workspace menu, click the name of the version control you are using (i.e. Subversion) and click Get Latest.
  3. Any templates already in the repository now appear in the workspace. These are copies of the files that are saved locally; the main files are still stored in the version control system.