Teach Yourself VISUALLY Microsoft 365. Paul McFedries

Teach Yourself VISUALLY Microsoft 365 - Paul McFedries


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alt="dga.eps"/> Before you save a file, the app displays a generic name in the title bar (such as Document1 for a Word document, as shown here).

      

Click the File tab.

Snapshot of locations to save a file.

      Backstage view appears.

      

Click Save As.

      dgb.eps Locations where you can save files appear here.

      Note: Once you select a location, folders available at that location appear on the right side of the screen.

      

Click the location where you want to save the file; this example uses This PC.

      dgc.eps If the folder in which you want to save the document appears here, click it and skip to step 5.

      

Click Browse.

Snapshot of the save as dailog box.

      The Save As dialog box appears.

      

Type a name for the document.

      dgd.eps You can click in the folder list to select a location on your computer in which to save the document.

      dge.eps You can click New folder to create a new folder in which to store the document.

      

Click Save.

Snapshot of the saved document displayed.

      dgf.eps Word saves the document and displays the name you supplied in the title bar.

      dgg.eps For subsequent saves, you can click the Save button (9781119893516-ma099) on the Quick Access Toolbar to quickly save the file.

      TIP

      Can I save a file using a different file type?

      Yes. Each Microsoft 365 app saves to a default file type. For example, a Word document uses the DOCX file format, and Excel uses the XLSX file format. If you want to save the file in a format compatible with previous versions of the Microsoft 365 app, you must save it in the appropriate format, such as Word 97-2003 Document for previous versions of Word. To save a file in a different format, follow steps 1 to 4, click the Save as type 9781119893516-ma019 in the Save As dialog box, and choose the desired format from the list that appears.

      In Word, you can open and edit PDF files. Because Word optimizes PDF files to enable you to edit text, editing a PDF file in Word works best if you used Word to create the original PDF file. If you used a different app to create the PDF file, the result might not look exactly like the original PDF.

      Open a File

Snapshot of opening a file.

      

Click the File tab (not shown).

      Backstage view appears.

      

Click Open.

      dga.eps By default, the Microsoft 365 app displays recently opened documents. If you see the file you want to open, you can click it to open it and skip the rest of these steps.

Snapshot of browsing a file.

      

Click the place where you believe the document is stored. This example uses This PC.

      dgb.eps If the folder containing the document appears here, click it and skip to step 6.

Click Browse.

Snapshot of the open dailog box.

      The Open dialog box appears.

      dgc.eps If you chose the wrong place, you can search for the file by typing part of the filename or content here.

      

Click in the folder list to navigate to the folder containing the document you want to open.

      

Click the document you want to open.

      007.eps Click Open.

Snapshot of file opened in app window.

      The file opens in the app window.

      dgd.eps To close a file, click the Close button (9781119893516-ma005) in the upper-right corner. If you have not saved the file, the app prompts you to save it.

      TIP

      Are there any tricks to searching for a file?

      Yes. To search most effectively for a file, start by following steps 1 to 5 to locate and open the folder in which you believe the file was saved. Then, type all or part of the file’s name in the Search box and press Ent. Files containing the search term in either the filename or as part of the file’s content appear highlighted in the Open dialog box. Word also displays files containing a close match.


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