---
title: Save Office Files
description: "#### **Save Office 365 Files to DMSforLegal (Including PDFs)** To save new documents to DMSforLegal follow the steps shown below. 1. Create an Office 365 file 2. Choose the **File** tab![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image075-1.png) 3. Click **Save**or**Save As** ![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image076-1.png) 1. Choose **Save** when…"
url: "https://epona.com/knowledge-base/save-office-files/"
updated: "2025-09-10"
category: Office 365 Integration
tags:
  - English
---

# Save Office Files

#### **Save Office 365 Files to DMSforLegal (Including PDFs)**

To save new documents to DMSforLegal follow the steps shown below.

1. Create an Office 365 file
2. Choose the **File** tab![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image075-1.png)
3. Click **Save**or**Save As**

![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image076-1.png)

1. Choose **Save** when you want to save the working file in the current folder. Only choose this option when you are certain about the file location. Otherwise, choose **Save As** to open the DMSforLegal folder and search for the desired location to save the document.![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image077-1.png)
2. In the *Save as* dialogue box you can enter a document name in the text field labeled **File name**. There is also a check box to enable you to make it*private* if you choose.
3. Select file type from the **Save as type** drop-down menu. To save as a PDF, select **.PDF** file type.
4. After adding both name and type, you can add **comments** or notes about the file.![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image078-1.png)
5. Click **OK**to save the document.

#### **Save Office Files to Local File System (Including PDFs)**

1. Create an Office file
2. Choose the **File**tab![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image075-1.png)
3. Click ****Save As****![](https://www.epona.eu/wp-content/uploads/sites/3/2020/04/image079-1.png)
4. In the *Save as* dialogue box, choose **This PC**.
5. Select the **location** you want to save the file to.
6. Select file type from the **Save as type** drop-down menu. To save as a PDF, select **.pdf** file type, etc.
7. Click **OK**.