Saving documents

You can make changes to documents and save them for easy access at a later date.

For steps to save a report, see Saving reports.

Prerequisites

To save a document

  1. In the current document, click the Save As icon Save As icon. The Save As dialog opens with the original document name as the default in the Name field.

  2. Do one of the following, depending on whether or not you want to create a new folder for the document:

  3. To save a prompted document: If you are saving a prompted document, you can specify whether the document is saved with its embedded prompts, and how they are saved::

  4. In the Name field, type a name for the document.

  5. In the Description field, type a description for the document.

  6. Click OK to save the document. If a document with the same name already exists in the folder, a Confirm Overwrite message appears. Click Yes to overwrite the existing document.

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