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Let’s save a document for Emma Carter at
Harborlight Design Studio

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and find it again from her contact.

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We’ll check its description, open the file
and save a change.

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We’ll use the project summary for
PRJ-1042,

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available as an editable example in
Resources.

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In Contacts, type Emma in Search and
select her row.

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Choose Document management, the folder
with an arrow.

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The table contains that contact’s files.

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Check that you’ve selected the right
person before adding a document.

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On a mobile, you’ll find this action in
the Contacts menu.

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Choose New document, the sheet with a plus
sign.

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In the document record, use Browse to
select a file from your device.

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Check File name and Date, then enter a
Description that helps you recognise it.

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For example, project summary to review
with Emma.

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Choose Save to add it.

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Back in the table, search for PRJ-1042.

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Check the name, date and description.

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The television icon opens the viewer for
the file’s format;

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LibreOffice documents open in Collabora.

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To download a copy, select the file name
and check the file you receive.

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To work on the summary, select its row and
choose Edit document.

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Inside the record, choose the pencil
button, also called Edit document.

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Collabora opens in another window.

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Depending on the file,

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LibreOffice formats let you continue
working with Writer documents,

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Calc spreadsheets or Impress
presentations.

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In Collabora, read the text and make the
change you need.

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In our example, we replace Version one
with Version two.

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Save in the editor, then use Close
document to return.

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The record reminds you to save it to apply
the changes.

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Update the description to Version two
reviewed for the meeting,

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then choose Save.

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Find the summary again in the table and
read its updated description.

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Open or download the document and check
that it contains Version two.

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You can then continue with the correct
file.

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If you only need to change the date or
description,

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edit those fields directly in the document
record.

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Contact documents and event documents have
their own spaces.

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The summary you’ve just saved belongs to
Emma.

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If you need an agenda for a meeting, open
that event’s documents and add it there.

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This helps you find each file in the right
place when you prepare the next task.

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You can now add a file, find it, edit its
contents and check the saved version.

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Resources has the editable template, the
example and the steps with their icons.

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Practise with a simple document.

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In the email tutorial,

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we’ll use this same summary to prepare a
message with an attachment

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from the contact.