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Written by Allen Wyatt (last updated December 3, 2020) There is no intrinsic command within Word that allows you to rename documents or files, as there is in some other programs. It is true that you can simply save a document under a new name, but that results in two files on your drive instead of one. You can use the following steps to rename a document quickly and easily, all within Word:
WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (10667) applies to Microsoft Word 2007, 2010, 2013, and 2016. You can find a version of this tip for the older menu interface of Word here: Renaming a Document. Author BioWith more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. Learn more about Allen... MORE FROM ALLENSpell Checking Your Worksheet One of the indicators of a well-done worksheet is if there are any spelling errors within it. Excel allows you to easily ... Discover More Cell and Name References in COUNTIF The second parameter of the COUNTIF function is used to specify the criteria to be used when determining what should be ... Discover More Dealing with Large Numbers of Seconds When adding values to a time to calculate a new time, you may naturally choose to use the TIME function. This can cause ... Discover More More WordTips (ribbon)Losing Information in a Network Document Saving documents on a network drive can be convenient. It can also be frustrating if it seems like your changes aren't ... Discover More Saving Your Work Automatically Word can be configured to save your work periodically; on any time schedule you desire. This tip explains this feature ... Discover More Specifying a Location To Save Automatic Backup Files Word allows you make two types of automatic backups of your documents. One is a copy of the file before you start making ... Discover More
Save documentsSaving a document saves the current layout, references to source files, which page is currently displayed, and the zoom level. Protect your work by saving often. You can save a file as any of the following:
The information entered in the File > File Info dialog box gets updated in the Metadata tab when you export an EPUB in the following formats:
To avoid problems, avoid reserved characters that have special meanings in some operating systems. For example, avoid filenames with spaces, tabs, or initial periods, or filenames that use these characters: / \ : ; * ? < > , $ %. Similarly, avoid using characters with accents (such as ü, ñ, or é), even when using a non-English version of InDesign. Problems may occur if the file is opened in a different platform. If you have frequently work with several documents open at the same time and want to save them all at once, use a keyboard shortcut. Choose Edit > Keyboard Shortcuts, choose Views, Navigation from the Product Area menu, and select Save All in the Commands list. You can then edit or add a shortcut. You can use Quick Apply to specify the Save All command. Include previews in saved documentsThumbnail previews of documents and templates provide easy identification of those files in Adobe Bridge and Adobe Mini Bridge. A preview is created when you save a document or template. A document preview includes a JPEG image of only the first spread; a template preview includes a JPEG image of each page in the template. You can control the size of the preview and the number of pages to suit your needs. For example, Extra Large 1024x1024 enables you to quickly scan the contents of a page at high-resolution before you open the file. You can enable the option in Preferences or in the Save As dialog box. Because previews increase both file size and the time it takes to save the document, you may prefer to enable the option on demand using the Save Asdialog box.
Save an InDesign Markup (IDML) documentIn some cases you may want to save an InDesign in interchange markup format. It’s especially useful to save in this format when you open a QuarkXPress or PageMaker publication in InDesign, when you open a document created in a previous version of InDesign, or when you’re experiencing problems with your document, such as not being able to delete color swatches.
You can open the saved IDML file in InDesign CS5 and InDesign CS4 but not in any previous version of InDesign. For information on using IDML for development purposes, see www.adobe.com/go/learn_id_indesignmarkup_cs4_en. Save backwards to the previous InDesign versionTo open an InDesign CS6 document in InDesign CS5, in InDesign CS6, Save (File > Save) the document to the InDesign Markup Language (IDML). (The IDML format replaces the Interchange INX format used for saving backwards in previous versions.) To open an InDesign CS5 document in InDesign CS4, in InDesign CS5, export (File > Export) the document to the InDesign Markup Language (IDML). (The IDML format replaces the Interchange INX format used for saving backwards in previous versions.) Ensure that the computer running the previous version of InDesign is updated with the appropriate plug-ins so that it can open the exported IDML file. The person running the previous version of InDesign can obtain the compatibility plug-ins by choosing Help > Updates and following the prompts. Plug-ins can also be installed from the Adobe website: Visit Product updates page on the Adobe website, and choose InDesign from the product list. Opening a document in a previous version of InDesign is also referred to as “saving down.” Content created using features specific to the later version of InDesign may be modified or omitted when you open the document in a previous version of InDesign.
You can open the .idml file in previous version of InDesign to convert it to an untitled InDesign document. To open the InDesign CS5 document in InDesign CS3, open the exported IDML file in InDesign CS4, save it and export it to InDesign CS3 Interchange (INX), and then open the exported INX file in InDesign CS3. Make sure that all InDesign versions are up to date. Metadata is a set of standardized information about a file, such as author name, resolution, color space, copyright, and keywords applied to it. You can use metadata to streamline your workflow and organize your files. Metadata information is stored using the Extensible Metadata Platform (XMP) standard, on which Adobe Bridge , Adobe Illustrator, Adobe InDesign, and Adobe Photoshop are built. XMP is built on XML, and in most cases the metadata is stored in the file. If it isn’t possible to store the information in the file, metadata is stored in a separate file called a sidecar file. XMP facilitates the exchange of metadata between Adobe applications and across publishing workflows. For example, you can save metadata from one file as a template, and then import the metadata into other files. Metadata that is stored in other formats, such as Exif, IPTC (IIM), GPS, and TIFF, is synchronized and described with XMP so that it can be more easily viewed and managed. Other applications and features also use XMP to communicate and store information such as version comments, which you can search using Adobe Bridge. In most cases the metadata remains with the file even when the file format changes, for example, from PSD to JPG. Metadata is also retained when files are placed in an Adobe document or project. You can use the XMP Software Development Kit to customize the creation, processing, and interchange of metadata. For example, you can use the XMP SDK to add fields to the File Infodialog box. For more information on XMP and the XMP SDK, visit the Adobe website. Working with metadata in Adobe Bridge and Adobe Creative Suite components Many of the powerful Adobe Bridge features that allow you to organize, search, and keep track of your files and versions depend on XMP metadata in your files. Adobe Bridge provides two ways of working with metadata: through the Metadata panel and through the File Infodialog box (InDesign) or the Content File Info dialog box (InCopy). In some cases, multiple views exist for the same metadata property. For example, a property may be labeled Author in one view and Creator in another, but both refer to the same underlying property. Even if you customize these views for specific workflows, they remain standardized through XMP. The File Info dialog box displays camera data, file properties, an edit history, copyright, and author information of the current document. The File Info dialog box also displays custom metadata panels. You can add metadata directly in the File Information dialog box. Any information you enter in a field overrides existing metadata and applies the new value to all selected files.
You can save metadata in an XMP file to share with other users. These XMP files can be used as templates for populating InDesign documents and other documents created with XMP-enabled applications. Templates you export are stored in a shared location that all XMP-enabled applications can access. They also appear in the pop-up menu at the bottom of the File Infodialog box.
When you import metadata into a document from an exported XMP template file, you can specify whether to clear all metadata in the current document and add the new metadata, keep all but the matching metadata, or add matching metadata to the existing metadata.
When you generate captions of placed images in InDesign, the metadata from the placed image is used. Although you can edit the metadata of InDesign documents, you cannot edit the metadata of placed files in InDesign. Instead, change the metadata of placed images using their original applications, using Finder or Explorer, or using Adobe Bridge or Adobe Mini Bridge.
You can also select an image in Adobe Bridge and choose File > File Info to edit the image metadata. See Add metadata using the File Info dialog box. Resolving shared network protective shutdown
What dialog box should you use to save all new documents?Figure 3.6 The Save As dialog box enables you to save files to different locations or in different formats. Because new documents require you to specify a name and location for the file, Word also displays the Save As dialog box when you save a file for the first time.
Which of the following should you insert in your documents to control special formatting in different parts of a document?Use section breaks to change the layout or formatting in one section of your document. You can use section breaks to change the layout or formatting of pages in your document. To change formatting in a document, insert a section break at the beginning of where you want the change.
Which of the following shortcuts opens the font dialog box?Format characters. What is inserted in your document when you press the Enter key?Most people know that when you press the Enter key on the keyboard when using Microsoft Word, a new line is inserted into the document.
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Which of the following occurs when you rename a document using the Save As dialog box?
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