Saving documents

Below we’ll go over the options you have when calling up the Save document dialog

  • How to save
  • Saving for shared access
  • Organizing you documents
  • Refreshing saved files to reflect the latest data
  • Publishing documents online

How to save

You have two options for accessing the save settings:

  1. Click on the save button in the tool bar
  2. Click on File in the menu bar and select Save as

Save settings

The Save document dialog is made up of four main parts:

  1. List of Directories
    View and select the available locations for saving.There are four main directories to choose from. Each of these has implications for how you access your documents and who you grant access to.

    • Personal account
      • Access is limited to you
      • Files are saved on Macrobond servers which means you can access them where ever you log in with your user credentials
    • Department account
      • Access is given to all Macrobond users in a department or team
      • Each user can only be assigned to one department account
      • Files saved on Macrobond servers
    • Company account
      • Access is given to all Macrobond users in the organization
      • Files saved on Macrobond servers
    • My computer
      • Saved to your computer or network
      • Can be viewed in Macrobond by anyone who has access to the physical file
  2. File information & preview
    • Preview the files in a selected directory or folder
    • Set the display to a thumbnail or file name view
    • Use search to locate specific documents
  3. Command buttons
    • Create and delete folders
    • Publish documents online
    • Update documents to reflect the latest data
  4. Name bar and confirmation buttons
    • Name the document
    • Select a local directory to save to (if not selecting one of the four listed above)
    • Confirm or abandon the action

Symbol for discontinued series

  • This means the document contains a discontinued series
  • Open the document to delete or change the corresponding series