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Viva Engage - Creating or editing office documents in Engage Tutorial

In this video, you will learn about creating or editing office documents in Microsoft 365. The video covers the process of using Microsoft Word, Excel, and PowerPoint to create and edit documents, as well as tips and resources for formatting and organizing your work.
This will help you become proficient in using these essential office tools and enhance your productivity.

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2783 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on creating and managing Office documents within a group setting, highlighting the steps to create, save, and lock documents effectively.

Chapitres :

Creating a New Office Document
To create a new Office document from a group, follow these steps: 1. Click on 'File' in the top menu. 2. Select 'New' from the dropdown menu. 3. In the subsequent dropdown, choose the type of document you wish to create (e.g., Word, Excel, PowerPoint). 4. An opened window will prompt you to enter the desired name for your file. 5. After naming your file, click on 'Create'. Your newly created file will now appear in the list and will open in a new window, allowing you to start writing your content.
Automatic Saving of Your Document
As you work on your document, it will be automatically saved. This feature ensures that you do not lose any progress, making it convenient to work without the constant need to save manually.
Locking Document Edits
If you are the creator of the file or the group administrator and wish to prevent further edits to the document, you can lock changes by following these steps: 1. Locate the file preview in the right sidebar of the page. 2. Click on 'Mark as Official'. 3. This action will lock the document, preventing any further edits from being made.
Deleting a Document
If you need to delete the file, simply click on the designated option provided in the interface. This will remove the document from the group, ensuring that it is no longer accessible.

FAQ :

How do I create a new Office document?

To create a new Office document, click on 'File', then select 'New' from the drop-down menu. Choose the type of document you want to create, enter a desired name in the opened window, and click 'Create'.

What happens after I create a new document?

Once you create a new document, it will appear in your list and open in a new window where you can start writing your content, which will be automatically saved.

How can I prevent others from editing my document?

If you are the creator or the group administrator, you can prevent others from editing the document by clicking on 'Mark as Official' in the file preview sidebar, which will lock changes.

What should I do if I want to delete a file?

To delete a file, locate the file in your list and click on the delete option provided.

What is the purpose of marking a document as official?

Marking a document as official indicates that it is finalized and should not be edited further, ensuring the integrity of the content.

Quelques cas d'usages :

Creating a Team Report

In a corporate setting, team members can create a new Office document to compile a report. By following the steps to create a document, they can collaborate effectively, ensuring that the report is saved automatically and marked as official once finalized to prevent further edits.

Project Documentation

Project managers can use the document creation process to draft project documentation. After creating the document, they can lock changes to maintain the accuracy of the project details, ensuring that all stakeholders have access to the finalized version.

Educational Assignments

Students can create new Office documents for their assignments. By marking their documents as official, they can submit their work without the risk of accidental changes, ensuring that their submissions are final.

Collaborative Editing

In a collaborative environment, users can create documents for group projects. They can work together in real-time, and once the document is complete, the creator can mark it as official to prevent further edits, ensuring that the final version is preserved.

Glossaire :

Office document

A file created using Microsoft Office applications, such as Word, Excel, or PowerPoint, which can contain text, data, or presentations.

File

A digital document that contains information, which can be created, edited, and saved on a computer or cloud storage.

Group

A collection of users who can collaborate on documents and projects within a shared workspace.

File preview

A feature that allows users to view the contents of a file without opening it in the full application.

Mark as Official

An action that designates a document as finalized, preventing further edits by users who do not have permission.

Lock changes

A function that restricts editing capabilities on a document, ensuring that no modifications can be made after it has been marked as official.

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If you want to create a new

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Office document from a group,

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click on File and then on New.

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In the drop down menu, click on the

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type of document you want to create.

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In the opened window,

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enter the desired name for the

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file and then click on create.

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Your file now appears in the

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list and opens in a new window.

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You can proceed to write your content

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which will be automatically saved.

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Finally, if you are the creator of

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the file or the group administrator

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and you no longer want the document

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to be edited in the file preview

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in the right sidebar of the page,

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simply click on Mark as Official

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and lock changes.

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If you want to delete the file,

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click here.

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