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.
Saving a new document from Word, Excel, and PowerPoint
When a new document has been created in the Microsoft Office suite, the document can be saved to SharePoint and metadata captured without leaving the application you are working in.
- Select 'Save to SharePoint' from the ribbon
- The dialog box will appear to select a location
- If applicable, enter the additional metadata when saving
In OnePlace Docs, it is possible to save the document you are working on and convert the file to a pdf format in a single click
Saving an existing document from Word, Excel and PowerPoint to SharePoint/Office 365
When working on an existing document that has been opened from SharePoint, the autosave in Word/Excel/PowerPoint will save this back to SharePoint, ensuring that content is saved in the right location.