Introduction
The introduction of office365 has provide yet another way of producing work that is to say you now have a choice between the traditional client based application such as Word and the cloud based application such as Word Online. The introduction of the iPad has further increased confusion as the iPad does not have the same functionality as a Windows device. It does not have the equivalent of a file explorer.
This document will explain one way of overcoming this confusion as well as providing some background information.
How to create a Word Document on the iPad
Do you need to sign into Office 365? - NO
You do not need to sign into Office365 to being this operation. When you create a Word document on the iPad it is automatically saved to the iPad even if you are signed into Office365. By default Word will use the default document name of ‘DocumentN’ (N will represent the next number in the sequence of document creation) you can rename this as you save the document to the final destination. This will be covered later.
Should you use Word Online or the Word App? – Use the Word App
It is recommended that you use the Word App. Open the Word App.
<Tap> the Word icon to open Word. Once Word is open you will need to ‘Sign In’.
How do I ‘Sign In’ to the Word App? – Once Word is open ‘Tap’ the circle picture that can be found in the top left hand corner.
If you have successfully opened the Word app you will see a circle with the words ‘Sign In’ in the top left hand corner. <Tap> the circle. You will be prompted for your office365 credentials. When you successfully login the blank circle will change to you initial and you name will appear instead of ‘Sign In’. You will now be presented with a list of recent documents that have been saved. If the document you need is shown simply <Tap> that document to open.
Creating a New Document
<Tap> New
<Tap> ‘Blank Document’
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Add you content
At this point the document is, by default, automatically being saved as ‘DocumentN’ (N will represent the next number in the sequence of document creation) to the iPad
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Naming and Saving the document to OneDrive
When you signed into the Word app you will automatically be signed in your one drive which means that you can save your work to your one drive from within Word
In the top left hand corner <Tap> the ‘Save’ icon. The circle of two arrows means that auto save has been turned on. If the circle of two arrows does not appear you will still be able to save your work.
Select <Name> You can now change the name to something meaningful
On the left hand side of the screen you will see a list of locations where the file can now be saved this will include your One Drive if you have successfully signed in.
Once I have saved the document to One Drive is it still on the iPad? – No
Once a file is saved to a location other than the iPad it is deleted form the iPad. It is in effect renamed and moved.
Where is ‘Save As’?
‘Save As’ in the iPad Word app has been replaced with ‘Duplicate’
Other
You must remember to sign out this is how!
in the top left hand corner <Tap> back arrow icon
<Tap> your initial in the top left hand corner
<Tap> your name
<Tap> Sign Out
Do I need to ‘Sign In’ to all Office Apps one at a time? – No
Once you have successfully signed into one of the office suite of apps you will be signed into all except One Drive file browser and email