Word 2013
Saving and Sharing Documents
Introduction
Whenever you create a new document in Word, you'll need to know how to save in order to access and edit it later. As in previous versions of Word, you can save files to your computer. If you prefer, you can also save files to the cloud using OneDrive. You can even export and share documents directly from Word.
OneDrive was previously called SkyDrive. There's nothing fundamentally different about the way OneDrive works—it's just a new name for an existing service. Over the next few months, you may still see SkyDrive in some Microsoft products.
Save and Save As
Word offers two ways to save a file: Save and Save As. These options work in similar ways, with a few important differences:
- Save: When you create or edit a document, you'll use the Save command to save your changes. You'll use this command most of the time. When you save a file, you'll only need to choose a file name and location the first time. After that, you can just click the Save command to save it with the same name and location.
- Save As: You'll use this command to create a copy of a document while keeping the original. When you use Save As, you'll need to choose a different name and/or location for the copied version.
To save a document:
It's important to save your document whenever you start a new project or make changes to an existing one. Saving early and often can prevent your work from being lost. You'll also need to pay close attention to where you save the document so it will be easy to find later.
- Locate and select the Save command on the Quick Access toolbar.
Clicking the Save command
- If you're saving the file for the first time, the Save As pane will appear in Backstage view.
- You'll then need to choose where to save the file and give it a file name. To save the document to your computer, select Computer, and then click Browse. Alternatively, you can click OneDrive to save the file to your OneDrive.
Clicking Browse
- The Save As dialog box will appear. Select the location where you wish to save the document.
- Enter a file name for the document, then click Save.
Saving a document
- The document will be saved. You can click the Save command again to save your changes as you modify the document.
You can also access the Save command by pressing Ctrl+S on your keyboard.
Using Save As to make a copy
If you want to save a different version of a document while keeping the original, you can create a copy. For example, if you have a file named "Sales Report", you could save it as "Sales Report 2" so you'll be able to edit the new file and still refer back to the original version.
To do this, you'll click the Save As command in Backstage view. Just like when saving a file for the first time, you'll need to choose where to save the file and give it a new file name.
To change the default save location:
If you don't want to use OneDrive, you may be frustrated that OneDrive is selected as the default location when saving. If you find it inconvenient to select Computer each time, you can change the default save location so Computer is selected by default.
- Click the File tab to access Backstage view.
Clicking the File tab
- Click Options.
Clicking Options - The Word Options dialog box will appear. Select Save, check the box next to Save to Computer by default, then click OK. The default save location will be changed.
Changing the default save location
AutoRecover
Word automatically saves your documents to a temporary folder while you are working on them. If you forget to save your changes or if Word crashes, you can restore the file using AutoRecover.
To use AutoRecover:
- Open Word 2013. If auto-saved versions of a file are found, the Document Recovery pane will appear.
- Click to open an available file. The document will be recovered.
The Document Recovery pane
By default, Word autosaves every 10 minutes. If you are editing a document for less than 10 minutes, Word may not create an autosaved version.
If you don't see the file you need, you can browse all autosaved files from Backstage view. Just select the File tab, click Manage Versions, then choose Recover Unsaved Documents.
Exporting documents
Be default, Word documents are saved in the .docx file type. However, there may be times when you need to use another file type, such as a PDF or Word 97-2003 document. It's easy to export your document from Word in a variety of file types.
To export a document as a PDF file:
Exporting your document as an Adobe Acrobat document, commonly known as a PDF file, can be especially useful if sharing a document with someone who does not have Word. A PDF file will make it possible for recipients to view, but not edit, the content of your document.
- Click the File tab to access Backstage view.
- Click Export, then select Create PDF/XPS.
Exporting a PDF file - The Save As dialog box will appear. Select the location where you wish to export the document, enter a file name, then click Publish.
Exporting a PDF file
By default, Word will export all of the pages in the document. If you wish to export only the current page, click Options in the Save as dialog box. The Options dialog box will appear. Select Current page, then click OK.
If you need to edit a PDF file, Word allows you to convert a PDF file into an editable document. Read our guide on Editing PDF Files for more information.
To export a document in other file types:
You may also find it helpful to export your document in other file types, such as a Word 97-2003 Document if you need to share with people using an older version of Word, or an .rtf file if you need a plain-text version of your document.
- Click the File tab to access Backstage view.
- Click Export, then select Change File Type.
Clicking Change File Type - Select a file type, then click Save As.
Choosing another file type - The Save As dialog box will appear. Select the location where you wish to export the document, enter a file name, then click Save.
Saving as a Word 97-2003 document
You can also use the Save as type: drop-down menu in the Save As dialog box to save documents in a variety of file types.
Sharing documents
Word 2013 makes it easy to share and collaborate on documents using OneDrive. In the past, if you wanted to share a file with someone you could send it as an email attachment. While convenient, this system also creates multiple versions of the same file, which can be difficult to organize.
When you share a document from Word 2013, you're actually giving others access to the exact same file. This lets you and the people you share with edit the same document without having to keep track of multiple versions.
In order to share a document, it must first be saved to your OneDrive.
To share a document:
- Click the File tab to access Backstage view, then click Share.
Clicking Share
- The Share pane will appear.
Click the buttons in the interactive below to learn more about different ways to share a document.
Post to Blog
From here, you can use Word to post entries directly to your blog if you use one of the supported blogging sites such as SharePoint Blog, WordPress, or Blogger.
Present Online
From here, you can share your document online as a live presentation. This may be especially helpful during conference calls.
Word will generate a link that others can open in their web browser. You can pause to make changes to the document and then resume the presentation.
From here, you can share your document directly through Microsoft Outlook 2013.
Post to Social Networks
From here, you can post a link to your document on any social network that you've connected with your Microsoft account, such as Facebook or LinkedIn. You'll also have the option to include a personal message and set editing permissions.
Get a Sharing LInk
From here, you can obtain a link that you can use to share your document. For example, you could post the link on your blog, or email it to a larger group of people. You'll decide if the link allows people to edit or just view the document.
Invite People
From here, you'll be able to invite others to view or edit the document. We recommend using this option most of the time, as it gives you the greatest level of control and privacy when sharing a document.
This option is selected by default whenever you access the Share pane.
Share Options
This pane will change depending on which sharing method you select. You'll be able to choose various options to control how you share your presentation.
For example, you can decide if the people you share with will have permissions to edit or just view the document.
Challenge!
- Create a new, blank document.
- Use the Save command to save the document to your desktop.
- Save the document to OneDrive and invite someone else to view it.
- Export the document as a PDF file.