What you get
| Device | Tool | Use |
|---|
| PC or Mac | Sync client | Selected folders appear as a local folder, up to date and usable offline |
| iPhone or Android | Mobile app | View, upload a document or photo, keep certain files offline |
| Any computer | Browser | Your entire space, co-editing, sharing, versions, with nothing to install |
For another operating system, ask Klytic support what is supported on your instance.
Installing and connecting a computer
- Install the sync client specified by your administrator or by Klytic support.
- Enter the address of your Klytic Docs instance.
- Sign in. Sign-in opens in the browser. If two-factor authentication is enabled, that is where you confirm it.
- Choose the local folder and the folders to sync.
A computer or phone can also be connected with a device-specific password, created in your security settings. It is used only for that device, and you can revoke it on its own, without changing your main password.
Choosing what syncs
You do not have to copy everything to the computer. Select the folders you use every day and leave the others in the service: they remain accessible in the browser. It is also a matter of disk space and security. The fewer copies a computer holds, the less its loss matters.
Offline, you work on the local copies. When the network comes back, the client sends your changes and retrieves those of others. Each upload creates a new version on the server: see Recovering a version of a document.
On your phone
The mobile app gives access to your space and to team folders. It does not copy everything to the phone: you mark the files or folders to keep offline. It is also used to upload a document from the field, for example a photo of a supplier invoice or a delivery note.
Copy conflicts: keeping the right version
A conflict occurs when the same file has been edited in two places before syncing could take place, typically by two people working offline. The client does not choose for you and discards nothing. It keeps both: next to the original file, a copy marked as a conflict appears, with the date.
- Open both files.
- Copy whatever is missing into the original file.
- Delete the conflict copy once its content has been carried over.
For a document that several people edit often, the best prevention is co-editing in the browser: everyone works on the same file, at the same time. It is provided for a limited number of users; support for a large number of online editing users is subject to a specific quote.
Syncing is not backup
Syncing also copies deletions and errors. A file deleted on the computer is deleted in the service and goes to the recycle bin. An infected computer can upload damaged files. Your first recourse is the version history and the recycle bin, free of charge and in your own hands, then Klytic backups from the last 30 days, through support. This restoration is included or charged depending on the cause. After an infected computer, it is included if the computer was properly protected, and handled through a paid support ticket if it was not protected enough, for example lacking updates or antivirus. The guide Versioning, replication and backup of documents explains the difference.
Lost or stolen device
- From the browser, open your security settings: the list of browsers and devices connected to your account is there. Revoke access for the lost device. It can no longer sync.
- Change your password if the device was not locked.
- Notify your administrator and Klytic support. If you can no longer sign in, the administrator can deactivate the account while the situation is assessed.
Revoking access prevents future exchanges. Files already copied to the device remain there: locking and disk encryption on the computer or phone remain your first line of protection.
Sensitive folders: stay in the browser
A highly sensitive folder (payroll, litigation, health data) can be kept out of local syncing. It then opens only in the browser, with no copy on computers. It is a simple rule to give teams, and it complements the folder’s rights. Rights are described in Controlling who sees which documents, and external links in Sharing links, partners and uploads.
Depending on the folder’s encryption mode, access from certain devices or from the browser may differ. Check with support before encrypting a folder used on the move.
