I am frequently asked how to save straight from an application such as Word or Excel to a SharePoint site, without the manual process of saving it first to a drive and then manually uploading it – which frequently defeats the purpose of using SharePoint as users tend to keep an offline version of each file anyway. Fortunately the function of saving straight to the SharePoint site from Office 2010 applications is very user friendly.
In the first instance the site needs to be added to your list of recently accessed sites. This will happen automatically if you open a file from the site, but in the case where the site is brand new and no documents are available to be opened the site can be added by simply doing the following:
- In your browser open the SharePoint site and copy the URL
- From the application (e.g. Word or XL) select File, Save and Send, Save to SharePoint, Browse for a location
3. Paste the URL into the location bar.
Once the location has been added it is just then a matter of following the same steps – File, Save and Send, Save to SharePoint and selecting the newly added location from the Recent Locations list.