Editing, Saving, and Sharing Documents

To open a Microsoft Office document from SharePoint in read-only mode, click on the file. To open an Office document in Edit mode, click Edit in the document's Edit menu. The Edit menu is the drop-down list shown in Figure 2-3 that appears when you click the triangle to the right of the filename.

Using the SharePoint Edit menu to open documents

Figure 2-3. Using the SharePoint Edit menu to open documents

Saving an open document saves your changes back to SharePoint. To see how that works, click Save As and save a copy of the document to SharePoint with a new name as shown in Figure 2-4.

While you have a document open for editing, no one else can edit it. If someone tries, Office displays a dialog box giving three choices as shown in Figure 2-5.

The last option in Figure 2-5 is the most useful one: it opens the file in read-only mode and then lets you switch to Edit mode when the other user closes the file.

Office applications can save to libraries as if they were regular file folders

Figure 2-4. Office applications can save to libraries as if they were regular file folders

Someone else has the file open for editing

Figure 2-5. Someone else has the file open for editing

Using the Task Pane

When working with documents from SharePoint, Office enables the Document Management task pane (see Figure 2-6), which lists ...

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