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:

1. Select 'Save Copy to SharePoint' button shown on the ribbon (Home Tab)

2. Select a SharePoint/Office 365 location within the Save to SharePoint window and complete any metadata

3. 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:

1. Select the 'Explore and Open' button shown on the ribbon (Home Tab)

2. Select a SharePoint/Office 365 location within the Save to SharePoint window and complete any metadata

3. 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: 

1. Compare the current document against other document versions in SharePoint
2. Search SharePoint
3. Versions - view a list of document versions in SharePoint
4. Document Properties - show the Office Document Information Panel (DIP)
5. Check-in/check-out -Initiate a SharePoint Check-out or Check-in of a document