ndOffice ndSave

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You can sort columns, change the list view, resize the right and left panes, create folders, go to workspaces, and perform searches in the Save As dialog box. For more information, see ndOffice Search and Customizing ndOffice Dialog Box View.

You can change the file type of the document and save the new version of the document as a PDF or other supported formats. The Save as new version check box is selected by default, so you only need to select the needed file format from the Save as type drop-down menu, enter the description next to it, select the Official version check box (if required), and then click Save.

Note: If the Save as new version check box is cleared, you can save the document as a new document or overwrite the existing document. You are able to save your documents to SharePoint.

For more information about document versioning, see ndOffice Document Versions and Attachments. Profile templates and security templates are helpful for quick and easy profiling. For more information, see ndOffice Profiling.

With 2.2 release, you can clear the profile fields by clicking the Clear profile link next to the specified profile fields. (it works only for the non-grayed out attributes).

To create a new document

  1. Open Microsoft Word, Excel or PowerPoint, and then create a document.
  2. On the File menu, click Save As, and then click ndSave.
  3. Then, you can select an available NetDocuments location.
  4. You can provide a file name, complete the profile attribute fields (if required), and then save the document.
Note: Every time you save the document, it will be instantly uploaded to NetDocuments. You cannot file documents larger than 1GB. You need to reduce the file size or split the document.

To save as a new version

  1. You need to open Microsoft Word, Excel or PowerPoint, and then create or edit a document.
  2. On the File menu, you need to click Save As, and then click ndSave.
  3. With the Save as new version check box selected by default, you can enter a description for the new version, and then click OK. You can also select the Official version check box, to make it the official one. The official document will open by default when you click the document (when opening from Activity Center that specific version will open, official or not).
  4. Then, you can edit, save, and then close the document.
Note: You cannot file documents larger than 1GB. You need to reduce the file size or split the document.

To save as a new document (Copy)

  1. Open Microsoft Word, Excel or PowerPoint, and then create or edit a document.
  2. On the File menu, click Save As, and then click ndSave.
Note: In Microsoft Office 2013 and 2016, if you do not want to see the Save As Backstage view each time they save documents, you need to go to File > Options > Save, and then select the Don't show the backstage when opening or saving files check box under the AutoRecover file location group box of the Word Options dialog box.
  1. You can clear the Save as new version check box, enter the appropriate document name in the File name text box, and then select the same or different location.
  2. Then, enter available profile values.
  3. Edit, save, and then close the document.
Note: You cannot file documents larger than 1GB. You need to reduce the file size or split the document.

To save as new version of an existing document

  1. Open Microsoft Word, Excel, PowerPoint, or an email attachment.
  2. On the File menu, click Save As, and then click ndSave.
  3. After selecting an existing document in NetDocuments, you may enter the description for the new version (optional), make it official by selecting the Official version check box (optional), and then click OK.
  4. Edit, save, and then close the document.
Note: To quickly save the document to a recently-used location, click Recent Locations in the navigation pane. 

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