represents the type of file that you want to create.
Note: A template contains predefined text and formatting that serve as the starting point for your document, saving you the effort of manually adding that text and formatting it.
A preview and description of the template appears.
The Microsoft 365 app creates and then opens a new file based on the template.
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Is there another way I can create a new Microsoft 365 file?
Yes. Click the Start button (
Save a File
You save files you create in Microsoft 365 apps so that you can use them at another time. When you save a file, you can give it a unique filename and store it in the folder or drive of your choice.
After you save a file for the first time, you can click the Save button (
Save a File
Backstage view appears.
Note: Once you select a location, folders available at that location appear on the right side of the screen.
The Save As dialog box appears.
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Can I save a file using a different file type?
Yes. Each Microsoft 365 app saves to a default file type. For example, a Word document uses the DOCX file format, and Excel uses the XLSX file format. If you want to save the file in a format compatible with previous versions of the Microsoft 365 app, you must save it in the appropriate format, such as Word 97-2003 Document for previous versions of Word. To save a file in a different format, follow steps 1 to 4, click the Save as type
Open a File
You can open documents that you have saved previously to continue adding data or to edit existing data. If you are not sure where you saved a file, you can use the Open dialog box’s Search function to locate it.
In Word, you can open and edit PDF files. Because Word optimizes PDF files to enable you to edit text, editing a PDF file in Word works best if you used Word to create the original PDF file. If you used a different app to create the PDF file, the result might not look exactly like the original PDF.
Open a File
Backstage
