Help Documentation

Creating and Saving Document

Create a New Document

This section will guide you to create a new document in Zoho Writer.

To create a new document in Zoho Docs:

  1. In the main menu bar, click File. The drop-down list is displayed.
  2. In the File list, clickNew blank document. A new document opens in a separate tab of your browser.

Note:

    • Zoho Docs saves your document automatically, and you can always access it from your documents List.

Save a Copy of Document

Zoho Writer is an online word processor, so all the documents created by you are saved to a secure, online storage facility, without the need to store documents to your hard drive. You can access  your documents from any computer, by logging in to your Zoho Docs account. Zoho Writer automatically saves your content, while your working on a document. To create a copy of your document you can perform the Save As action and save a copy to your Zoho Docs account.

To save a copy of the document:

  1. In the main menu bar, click File. The File drop-down list is displayed.
  2. In the File list, click Save as. A pop-up window is displayed.
  3. In the Document Name field, type the name of the document.
  4. Click Save. The copy of the document is now saved.

Save Document as Template

Zoho Writer also gives you the option of saving a document as a template. If you want to enter data in a set of documents in the same format, then you can use the template option.

To save a document as a template:

  1. In the main menu bar, click File. The File drop-down list is displayed.
  2. In the File list, click Save as Template. A pop-up  window is displayed.


  3. In the Template Name field, type the name of the template.
  4. Click Save. The template is now added.
    Note: To work on any saved template, in the File list, click New from templates. Choose the template you have to work on, and click Use.

Add Document to Templates

You can also add exisiting documents to the public template repository, which can then be accessed by everyone in your organization.

To add documents to template:

  1. In the main menu bar, click Share > Add to Public Templates. The Add to Public Templates window is displayed.
  2. In the Template Type list, click the appropriate category.
  3. In the Template Name field, type the name for your template.
  4. In the Description field, specify additional information about the template.


  5. Click Submit. The template is sent for approval. After it gets approved, it is automatically added to the public template repository. You can access the template repository using the following URL: https://docs.zoho.com/writer/templates.htm

Save Document in Folder

Zoho Writer lets you save the document to any folder available in your account right from the editor. This eliminates the time it takes to navigate to the Zoho Docs listing page, to organize the documents in required folders.

To save document into folder in editor:

  1. In the top of the page, next to the document name, click Folder  icon. The list of folders available in your Zoho Docs account are displayed.
  2. Click the folder to which you want to add  document, and click Done. The Document will get saved in the respective folder in Zoho Docs.

Top