How to save and share documents from the Library pane?

About this article

This article will explain how user can access all applicable delivery options to save and share business documents from within the Library pane.

Prerequisites

What options do I have to save and share documents on PC using VSTO add-ins?

1. In Word, PowerPoint, and Excel all users have the option to Save a copy or Save PDF to the desired location and rename their file upon saving.
2. In PowerPoint, users with Productivity Tools can Save selected slides as .pptx and ​Save selected slides as PDF.
3. In Word, PowerPoint, and Excel users with Delivery Connectors enabled have the option to hand over documents to other platforms such as SharePoint via the Save a copy to ...  button.
4. Further, every user can share their document, presentation or spreadsheet via Outlook in the respective file format or as PDF.
5. If Engage is enabled, users have the option to share their document, presentation or spreadsheet with the Share via Engage button.

Save                                                                          Share

What options do I have to save and share documents in PC, Office Online and Mac using web add-ins?

1. Users with Delivery Connectors enabled, have the option to hand over documents, presentations or spreadsheets to other platforms such as SharePoint, via the Save a copy to ...button.
2. Users that have Engage enabled, have the option to share documents, presentations or spreadsheets with the Share via Engagebutton.

Save                                                                        Share

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