Saving your documents, workbooks and presentations

You can save a newly created document, workbook or presentation from its respective Microsoft Office application to Objective ECM.

expanddropdownHow to

Create and edit a Microsoft Word document or Excel workbook or PowerPoint presentation.
When you have finished editing your document and are ready to save it into Objective ECM, choose File > Save As > Objective ECM.
Browse to the required Objective ECM location where the document is to be saved.

You can select the Recent, Handy, Home, Global or Find tabs to help you locate the parent container where you wish to save the document to. If you want to, choose a container and then select Create Folder to add the document in a new folder.
Select Use selected.
Options are similar to the upload process to save the document to Objective ECM. There are few additional options:
- Save As: Select a format option under this list if you wish to save the document in a different format. Save As will display all the formats that are supported for the document. If your document has macros, the default format to save with macros is selected.
  
  You can also save the document as PDF to Objective ECM.
- Delete original from disk: If your document had originally been saved on your local drive, the Delete original from disk checkbox is available for you to tick. For new documents that have not previously been saved, this checkbox will not be displayed.
  
  If the Delete original from disk checkbox is ticked, then the original document will no longer be available on your local drive but will be registered in Objective ECM.
  
  If you do not have permission to delete the document, it will be uploaded to Objective ECM, and a message is displayed letting you know that the document on your local drive cannot be deleted.
Select Upload.

The document is available from Objective ECM IQ or Objective Navigator and you can continue updating the document.
Select Close on successful completion.

The document is uploaded to Objective ECM and you can continue editing it. If you notice, you will see that the document name in the title bar has appended with the object ID.
When you have finished making your changes, you can either:
- Close the document
- Use the Release and Close option from the Objective ECM section of the Home ribbon.
When prompted with the Release from Edit dialog box, enter a reason for the version and select Release.