{"id":2086,"date":"2020-03-23T17:12:24","date_gmt":"2020-03-23T16:12:24","guid":{"rendered":"https:\/\/help.metashare.com\/app\/help\/faq\/metashare-help-faq-how-do-i-share-documents-in-office-365-metashare-copy\/"},"modified":"2024-01-12T13:46:34","modified_gmt":"2024-01-12T12:46:34","slug":"how-do-i-save-a-document-to-metashare-from-an-office-application","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/faq\/documents\/how-do-i-save-a-document-to-metashare-from-an-office-application\/","title":{"rendered":"How do I save a document to MetaShare from an Office application?"},"content":{"rendered":"\n<p>If the document that you are going to save already exists in MetaShare but you want to save it as another document, follow these&nbsp;<a href=\"https:\/\/help.metashare.com\/en\/usermanual\/how-to-create-a-copy-of-a-document\/\">instructions<\/a>.<\/p>\n\n\n\n<p>MetaShare does not have an own Office Add-on that users, from the different Office applications,&nbsp;can use to save documents directly to a MetaShare workspace, so the way that we recommend our users to save documents from Office applications to MetaShare is to use one of the following methods, where method 1 is probably the easiest.<\/p>\n\n\n\n<p>Regardless of method&nbsp;the first step is to, from your Office application, save your document by selecting the:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>&#8220;Save As&#8221; option in&nbsp;the document&#8217;s &#8220;File&#8221; tab:\n<ul>\n<li>if the document is newly created and not yet saved anywhere.<\/li>\n<\/ul>\n<\/li><li>&#8220;Save a&nbsp;Copy&#8221; option in the document&#8217;s &#8220;File&#8221; tab:\n<ul>\n<li>if the document is in Read-only mode, when you e.g. open a Word attachment from&nbsp;an e-mail.<\/li>\n<li>if the document already is stored somewhere else and is opened in Edit mode.<\/li>\n<\/ul>\n<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Method 1 &#8211;&nbsp;Save the document to a file folder and later upload them to MetaShare from there<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Select a suitable folder on your disk to store the document. Our recommendation would be to save to the &#8220;Downloads&#8221; folder, as the document will probably be deleted after it has been uploaded to MetaShare. A recommendation is that you pin the folders that you normally save documents to and then these pinned folders will be accessible from the Recent folders section on the top of the &#8220;Save As&#8221; window:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3773 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-181.png\" alt=\"Save a document to the &quot;Downloads&quot; folder\" width=\"948\" height=\"499\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-181.png 948w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-181-300x158.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-181-768x404.png 768w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><br>If you have not yet saved any documents to the &#8220;Downloads&#8221; folder, you can&nbsp;save to it by clicking on Browse:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3775 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-182.png\" alt=\"Save a document by browsing for a folder\" width=\"948\" height=\"499\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-182.png 948w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-182-300x158.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-182-768x404.png 768w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><br>And then selecting&nbsp;your computer&#8217;s Download folder.&nbsp;The next time you save a document you can then pin the Download folder, located under the Recent locations, to quicker access it.<\/li><li>Now you can upload the document from the Download folder to a MetaShare workspace, following these&nbsp;<a href=\"https:\/\/help.metashare.com\/en\/usermanual\/how-to-upload-documents\/\">instructions<\/a>.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Method 2 &#8211; Save the document directly to a MetaShare&nbsp;workspace<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>If your account is added to Office, you will get the option to save the document directly to a SharePoint site but clicking on the option that starts with &#8220;Sites &#8211; &#8220;. On the right-hand side, you will then get a list of your most frequent sites:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3777 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-185.png\" alt=\"Save a document to a frequently used MetaShare&nbsp;workspace\" width=\"948\" height=\"355\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-185.png 948w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-185-300x112.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-185-768x288.png 768w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><br>For a site to be available in this list, you must with other words first have been working with documents in the site.<br><br>A bit further down the list of frequent sites, you get a list of your followed sites:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3779 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-186.png\" alt=\"Save a document to a followed MetaShare&nbsp;workspace\" width=\"936\" height=\"330\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-186.png 936w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-186-300x106.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-186-768x271.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><br>So to get a workspace to be presented in these lists you either need to work in a site for some time or you need to follow a site.<\/li><li>Once you have selected a site, you will have to define a name for the document, select the document format (Word document, in the example below) and then click on the Document folder:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3755 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-188.png\" alt=\"Define a document name, select the document format and click on the Document folder\" width=\"980\" height=\"339\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-188.png 980w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-188-300x104.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-188-768x266.png 768w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/li><li>After having clicked on the document folder you can now click on the &#8220;Save&#8221; button:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3757 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-189.png\" alt=\"Click on the &quot;Save&quot; button\" width=\"987\" height=\"355\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-189.png 987w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-189-300x108.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-189-768x276.png 768w\" sizes=\"auto, (max-width: 987px) 100vw, 987px\" \/><\/li><li>SharePoint will now ask the user which Content Type the document should be saved as. By default, it proposes Document:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3759 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-190.png\" alt=\"Which Content Type should the document be saved as - by default, Document is proposed\" width=\"333\" height=\"240\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-190.png 333w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-190-300x216.png 300w\" sizes=\"auto, (max-width: 333px) 100vw, 333px\" \/><br>Select the Content Type that&#8217;s been defined in the workspace where you&#8217;re saving the document to and click on the &#8220;OK&#8221; button:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3761 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-192.png\" alt=\"Which Content Type should the document be saved as - change to the appropriate one\" width=\"334\" height=\"241\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-192.png 334w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-192-300x216.png 300w\" sizes=\"auto, (max-width: 334px) 100vw, 334px\" \/><\/li><li>Word will now display the SharePoint properties (the document&#8217;s metadata) so you can fill in the document&#8217;s metadata in the form:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3765 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-787.png\" alt=\"Word displays the document's SharePoint properties\" width=\"1364\" height=\"530\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-787.png 1364w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-787-300x117.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-787-1024x398.png 1024w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-787-768x298.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/li><li>Once you have filled in the appropriate metadata you can save the document by clicking on the &#8220;Retry Save&#8221; button:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3767 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-788.png\" alt=\"When the metadata is filled in you can now save the document\" width=\"1364\" height=\"489\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-788.png 1364w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-788-300x108.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-788-1024x367.png 1024w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-788-768x275.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/li><li>The yellow warning message will now disappear, and the document will now be saved to the workspace:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3769 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-789.png\" alt=\"The document is saved to the workspace\" width=\"1364\" height=\"456\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-789.png 1364w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-789-300x100.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-789-1024x342.png 1024w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-789-768x257.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><br>and the document will be shown on the top of the workspace, with all the metadata set:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3771 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-790.png\" alt=\"The document is shown on the top of the workspace\" width=\"816\" height=\"60\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-790.png 816w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-790-300x22.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-790-768x56.png 768w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/li><li>The next time you save a document to the same workspace, the location of the&nbsp;workspace&nbsp;will be saved on the top of your&nbsp;Recent locations and from there you can choose to pin the location:<br><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3763 size-full\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-201.png\" alt=\"The location of the&nbsp;workspace&nbsp;is saved as one of your&nbsp;Recent locations\" width=\"951\" height=\"305\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/image-201.png 951w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-201-300x96.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/image-201-768x246.png 768w\" sizes=\"auto, (max-width: 951px) 100vw, 951px\" \/><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>If the document that you are going to save already exists in MetaShare but you want to save it as another document, follow these&nbsp;instructions. MetaShare does not have an own Office Add-on that users, from &#8230; <a title=\"How do I save a document to MetaShare from an Office application?\" class=\"read-more\" href=\"https:\/\/help.metashare.com\/en\/metashare\/faq\/documents\/how-do-i-save-a-document-to-metashare-from-an-office-application\/\" aria-label=\"Read more about How do I save a document to MetaShare from an Office application?\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10721,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-2086","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/2086","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=2086"}],"version-history":[{"count":6,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/2086\/revisions"}],"predecessor-version":[{"id":8107,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/2086\/revisions\/8107"}],"up":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10721"}],"wp:attachment":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=2086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}