Save from Microsoft Office to SharePoint/Office 365
OnePlaceDocs allows you to save from Microsoft Office (Word, Excel and PowerPoint) to SharePoint and Office 365. Metadata (column information) for the selected location in SharePoint/Office is presented and completed as part of saving the pdf document to the library or list.
Microsoft Word - OnePlaceDocs ribbon group (Excel and PowerPoint contain a similar ribbon group)
Saving from Word, Excel and PowerPoint to SharePoint/Office 365
With a document open in Microsoft Word, Excel or Powerpoint you can save to SharePoint:
- Select 'Save Copy to SharePoint' button shown on the ribbon (Home Tab)
-
Select a SharePoint/Office 365 location within the Save to SharePoint window and complete any metadata
-
Click 'Save' on the Save to SharePoint window
Explore and Open (Docs Explorer window)
From within Word, Excel and PowerPoint, you can launch the Docs Explorer for SharePoint:
- Select the 'Explore and Open' button shown on the ribbon (Home Tab)
-
Select a SharePoint/Office 365 location within the Save to SharePoint window and complete any metadata
-
Click 'Save' on the Save to SharePoint window
Extended Ribbon functions
Within the OnePlaceDocs ribbon group in Word, Excel and PowerPoint, additional actions such as the following are provided and/or surfaced from Microsoft Office:
- Compare the current document against other document versions in SharePoint
- Search SharePoint
- Versions - view a list of document versions in SharePoint
- Document Properties - show the Office Document Information Panel (DIP)
- Check-in/check-out -Initiate a SharePoint Check-out or Check-in of a document