Use Save As and Export with 2 how-to topics, including saving a smart spreadsheet as a copy and exporting it in other formats; choose a topic from the index and follow the steps to complete the task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Save a smart spreadsheet as a new copy | Free |
| 2 | 2. Export to other formats | Free |
How-to Guide
1. Save a smart spreadsheet as a new copy
Entry point: File (☰) icon → Save As
- Click the File (☰) icon in the upper-left corner.
- Select Save from the menu.
- Choose Save or Create Copy.
- Select the save location.
- Click Save and Open to finish.
Success Criteria
- Interface result: A new file copy is created and opened.
- What you can do next: You can continue editing the new file while the original collaborative file stays unchanged.
- No side effect: The original file is not overwritten directly.
Tips While Using
- Common mistake: If you are not sure whether to use Save or Create Copy, confirm whether you need a separate working file first.
- Environment note: Saving to a local folder requires write permission for that location.
2. Export to other formats
Entry point: File (☰) icon → Export / Export to multidimensional table
- Click the File (☰) icon in the upper-left corner.
- Select Export from the menu.
- Choose the format you need, such as PDF, CSV, Excel, or image.
- If you need a structured table conversion, choose Export to multidimensional table.
- Follow the prompts to finish the export and save the file.
Success Criteria
- Interface result: The exported file is generated in the selected format.
- What you can do next: You can open, share, or upload the exported file.
- No side effect: The original smart spreadsheet remains unchanged after export.
Tips While Using
- Common mistake: CSV export does not keep formulas and only keeps displayed values.
- Environment note: A stable network connection is recommended for collaborative spreadsheet export.
- File behavior: PDF export keeps calculation results, not the formulas themselves.