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Saving from Microsoft Office to SharePoint
Who is this article for?
Users who want to learn to save from Microsoft Office to SharePoint.
No elevated permissions are required.
Docs works alongside Ideagen Mail Manager: Enterprise to allow users to save documents directly from Microsoft Word, Excel, and PowerPoint to SharePoint and Office 365. This includes support for saving to document libraries, folders, document sets, and lists, with metadata captured during the saving process.
1. Saving a new document
When creating a new document in Word, Excel, or PowerPoint, you can save it to SharePoint and complete metadata fields without leaving the application.
- Select Save to SharePoint from the ribbon.
- Choose a SharePoint location — this can be a document library, folder, document set, or list.
- If applicable, enter additional metadata in the dialog box.
1.1. Save as PDF
Use the Save As option in Docs to save your document and convert it to PDF in a single click.
2. Saving an existing document
If you're working on a document that was opened from SharePoint, autosave in Word, Excel, or PowerPoint will automatically save changes back to the original SharePoint location, keeping your content up to date and properly filed.