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AX1073

Saving Word and PowerPoint files

If you open an Axiom-managed file in Word or PowerPoint with read/write permissions, then when you save that file, the Axiom database will be updated directly with the latest copy of that file.

To save a file from Word or PowerPoint:

  • On the Axiom tab on the Word or PowerPoint ribbon, click Save.

The file will also be saved in the Axiom database if you use any of the native Word or PowerPoint methods for saving—such as clicking Save in the Quick Access toolbar, or using CTRL+S. Basically, if the file is an Axiom-managed file and you remain logged into Axiom Software (via the add-in), any save process in Word or PowerPoint will update the file in the Axiom database.

You can also perform the following save actions for the Word or PowerPoint file:

  • To save a copy of the file locally (as a non-managed file), click the down arrow below the Save icon, then click Save As (Local File).

    This will create a local copy of the file to your specified save location. Any further updates to the file will not be saved in the Axiom database.

  • To save a copy of the file to the Axiom database (as a new file), click the down arrow below the Save icon, then click Save As (Repository). You can also use the native File > Save As command in Word or PowerPoint.

    This will open Axiom Explorer so that you can save a copy of the file to a location where you have read/write rights.

Saving a read-only managed file

If you have an Axiom-managed Word or PowerPoint file open as read-only, then when you click Save the Axiom Software Save As dialog will open, so that you can save the file with another name or to a different location in the Axiom Software file system.

If you would rather save a copy of the file locally, click the down arrow below the Save icon on the Axiom tab, then click Save As (Local File).

Saving a local file to the Axiom Software database

If you have a local (non-managed) file open that you want to save to the Axiom Software database, click the down arrow below the Save icon on the Axiom tab, then click Save As (Repository).