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iPad Workflow: Open Word File, Save As New Name in new folder

Here's my pc workflow I'm trying to replicate using Office apps for iPad:

1. Open word file

2. Save As

3. Create new folder

4. Change Name and Save

5. Edit File

6. Save as pdf 

7. Email file

What I'm doing is opening a previous Meeting Agenda, Updating it with the latest details (today's date, meeting location etc) and then distributing it to teh meeting attendees.  

I'm trying to replicate this workflow in the new Office apps on the iPad - but I'm struggling to find how to copy files, and move them to a new location.  I'm not wedded to the order of the workflow, just need to achieve the outcome: use a previous word doc as a basis for a new doc.

In Word on iPad, there doesn't seem to be a way to Save As to give me the opportunity to rename the file.  

In OneDrive on iPad there doesn't seem to be a way to Copy a file.

There doesn't seem to be a way to output a Word file to a pdf file for distribution.

Appreciate any help or feedback.

Answer
Answer

Hi there,

Thanks for your post!

Instead of save as you can Duplicate the file and then give it a different name, here are the steps to do this.

Open the file on Word for iPad

When the file opens click on the file icon to the right of <- arrow button

Select Duplicate in the menu, you will then be asked what name to save the file and your preferred location

You can then email the file to your colleagues

Unfortunately to save as PDF is not supported in the current version, the feedback has been noted.

Thanks!

Fergal

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Question Info

Last updated October 5, 2021 Views 3,676 Applies to: