Use Save As and Export with 5 task topics, all available in a collaborative spreadsheet; choose a topic from the How-to Index and follow the entry point and steps to complete it.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Save as a local file | Free |
| 2 | 2. Create a copy or convert to AirSheet | Free |
| 3 | 3. Export as PDF | Free |
| 4 | 4. Export as CSV, Excel, or image | Free |
| 5 | 5. Export as DBSheet | Free |
How-to Guide
1. Save as a local file
Entry point: File (☰) icon in the upper-left corner → Save As
- Click the File (☰) icon in the upper-left corner.
- Select Save As from the menu.
- Choose the save location.
- Click Save and Open to finish.
Success Criteria
- UI state: A new file is created in the local path.
- Next actions: You can open the saved file and continue editing.
Tips While Using
- Common mistakes: If you do not choose the save location first, the file may be harder to find later.
- Environment limits: It is recommended to stay online so the file reflects the latest collaborative version.
2. Create a copy or convert to AirSheet
Entry point: File (☰) icon in the upper-left corner → Save As
- Click the File (☰) icon in the upper-left corner.
- Select Save As.
- In the Save As flow, choose Create a Copy or Convert to AirSheet.
- Follow the prompts to choose a save location or open the new file.
Success Criteria
- UI state: A new copy file or a new AirSheet file is created.
- Next actions: You can continue editing in the new file without affecting the original collaborative spreadsheet.
Tips While Using
- Common mistakes: A copied file may be confused with the original file, so it is helpful to confirm the file name right after saving.
3. Export as PDF
Entry point: File (☰) icon in the upper-left corner → Export
- Click the File (☰) icon in the upper-left corner.
- Select Export.
- Choose PDF.
- Follow the prompts to complete the export.
Success Criteria
- UI state: A PDF file is created locally.
- Next actions: The file can be used for sharing, printing, or archiving.
Tips While Using
- Common mistakes: After export, formulas are not typically editable in the PDF because the PDF usually keeps the displayed results.
4. Export as CSV, Excel, or image
Entry point: File (☰) icon in the upper-left corner → Export
- Click the File (☰) icon in the upper-left corner.
- Select Export.
- Choose CSV, Excel, or image based on your needs.
- Complete the export and check the local file.
Success Criteria
- UI state: The selected file format is saved locally.
- Next actions: CSV can be used for data import, Excel can be edited further, and images can be shared directly.
Tips While Using
- Common mistakes: If you do not confirm the target format before exporting, the result may not fit the next use case.
5. Export as DBSheet
Entry point: File (☰) icon in the upper-left corner → Export as DBSheet
- Click the File (☰) icon in the upper-left corner.
- Select Export as DBSheet.
- Choose whether to export the full sheet or the current worksheet.
- Follow the prompts to complete the export.
Success Criteria
- UI state: The DBSheet export task is completed.
- Next actions: You can continue viewing or processing the data in the DBSheet workflow.
Tips While Using
- Common mistakes: If you do not confirm the export range, the exported result may not be the worksheet you expected.