How to Work with Files Using the Office Apps

Introduction 

Welcome to another insightful Microsoft 365 Insights video! In this video, we explore how to work with files using the Office applications, specifically focusing on Microsoft 365 documents. Whether you're using Word, PowerPoint, or Excel, this guide will help you understand how to save, manage, and restore your documents efficiently.

Saving New Documents in Word

We begin our journey in Word, where we demonstrate how to save a new document to the cloud. Initially, the document is stored locally on your machine. To save it in your Microsoft environment, navigate to "File" and select "Save As." You will be prompted to save the document to your corporate OneDrive, where you can easily name and save it. However, if the document needs to be shared with a specific team, such as the Human Resources team, you can select the appropriate team and channel from the quick access menu. This ensures that your document is stored in the correct location, making it accessible for collaboration with your colleagues.

Working with Existing Documents in PowerPoint

Next, we shift our focus to PowerPoint, where we discuss how to manage existing documents. If you've been working on a presentation and need to review or restore previous versions, you can do so directly within the Office application. To access version history, click on the document title and select "Version History," or go to "File" and then "Info." This will display all the versions of the document, allowing you to open and restore any previous version as needed. This feature is consistent across Word, PowerPoint, and Excel, providing a seamless experience for managing document versions.

Conclusion 

Working with files using the Office applications in Microsoft 365 is a straightforward process that enhances your ability to save, manage, and restore documents. By following the steps outlined in this video, you can ensure your documents are securely stored in the cloud, easily accessible for collaboration, and efficiently managed through version history. We hope this guide helps you feel more comfortable using Office with Microsoft 365. Thank you for watching!