What are ’Synchronization Conflicts’ and how do I prevent them?

Synchronisation conflicts occur when documents are accessed on multiple synchronised files and conflicting changes are made.

The number of conflicts will arise next to the Online status in Working Papers, as well as a message stating Synchronization Conflict Occurred.

The documents with conflicts are also marked with a yellow triangle.

Avoiding conflicts

Where there are documents that are likely to be used by multiple members of the organisation, it would be wise to establish rules on when these documents should be accessed.

Caseware has its own prompts that may help you prevent conflicts.

The following error message may occur when trying to access a document already in use:

Or this message when not all SmartSync sessions are currently online:

These settings are only applied to CaseView documents and not Excel, Word etc.
It is also recommended to avoid using documents with large volumes of content (e.g. use separate Excel files rather than just one file with various tabs).

For guidance on resolving conflicts, click here.