Saving Documents with Names into Libraries

You can use the Desktop Office Toolbar from a Microsoft Office application to save the Microsoft Office document in the library under the specified name.

NOTE
The Desktop Office Toolbar is displayed in the [iW Desktop] tab. If the Desktop Office Toolbar is not displayed, see the following to display. Showing Desktop Office Toolbar

Start the Microsoft Office application (Word/Excel/PowerPoint).

Edit documents.

Click [Save Document As] on the Desktop Office Toolbar.

The [Save As] is displayed.

Select a library or folder to save the document in the Navigation Window.

Enter the document name in [Document Name], and click [Save].

The document is saved with the file format selected in [Document Type] in the selected destination.

Close the document.

NOTE
If the [Checked Out Document Confirmation]/[Modify Shared Document] is displayed, select an appropriate update process and click [OK]. If the [Check in automatically after exiting the application that is editing documents] check box is not selected, you need to manually check in and check out documents. [File] menu > [Option] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents] Checking In Canceling Check Out The [Enter Version Comments] is displayed when checking in a document in a library with [Create Version] set. The [Enter Version Comments] can be hidden. For more information, see the following. Hiding the [Enter Version Comments] Even if the [Check in automatically after exiting the application that is editing documents] check box is selected, a duplicate of the document that you are editing may remain without being deleted from the checked out folder until the application used to edit the document is exited. [File] menu > [Option] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents] Even when the duplicate of a document is saved in the checked out folder after the document is checked out, if you import another document with the same name, the checked out document in the Document Server Library or SharePoint Server Library is overwritten. In this case, the duplicate of the document in the checked out folder remains.

NOTE

If the [Checked Out Document Confirmation]/[Modify Shared Document] is displayed, select an appropriate update process and click [OK].

If the [Check in automatically after exiting the application that is editing documents] check box is not selected, you need to manually check in and check out documents.

[File] menu > [Option] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents]

Checking In

Canceling Check Out

The [Enter Version Comments] is displayed when checking in a document in a library with [Create Version] set. The [Enter Version Comments] can be hidden. For more information, see the following.

Hiding the [Enter Version Comments]

Even if the [Check in automatically after exiting the application that is editing documents] check box is selected, a duplicate of the document that you are editing may remain without being deleted from the checked out folder until the application used to edit the document is exited.

[File] menu > [Option] > [System Settings] > [Browser] > [Shared Document Management] > [Check in automatically after exiting the application that is editing documents]

Even when the duplicate of a document is saved in the checked out folder after the document is checked out, if you import another document with the same name, the checked out document in the Document Server Library or SharePoint Server Library is overwritten. In this case, the duplicate of the document in the checked out folder remains.