Create a document, sheet, deck, diagram, design or artwork
Start a new Office file from an app tile, Create, a template, Quick actions, the File menu, the command palette or a description for AI to draft.
There are several ways to start a new file in PlexiiOffice. They all make a real file straight away and open it in its editor, ready to work on. Pick whichever is closest to hand.
Before you start
- Plans. Creating files works on every plan, in all six apps.
- Organisations. If an administrator has turned an app off, its tiles and commands are greyed out or do nothing. Point at a greyed tile to see why.
- Creating with AI needs AI to be set up: PlexiDesk credits while you are signed in, or your own Anthropic key. See AI settings.
Start from Office Home
Open PlexiiOffice by clicking the Apps heading in the side menu. Then:
- Click the tile for the app you want: PlexiDocs, PlexiSheets, PlexiSlides, PlexiDiagrams, PlexiDesign or PlexiDraw.
- The new file opens in its editor.
- Click its name in the header and type a new one.
A new file is called "Untitled document", "Untitled sheet", "Untitled deck", "Untitled diagram", "Untitled design" or "Untitled artwork" until you rename it.
Other places on Office Home also start a file:
- Create at the top right makes a new document called "Untitled document".
- Quick actions in the right-hand column offers New document, New spreadsheet and New presentation. The new files are called "Untitled document", "Untitled spreadsheet" and "Untitled presentation".
- Start with a template makes a file from the template you click, named after the template. See Templates and starting points.
Start from inside an editor
Every editor's File menu begins with a command for a new file of the same kind: New document, New spreadsheet, New presentation, New diagram, New design or New artwork. The new file opens in place of the one you were in, which stays saved.
To start from a file you already have, choose File > Make a copy. The copy is called "Copy of" followed by the original's name, and it opens straight away.
Start from anywhere with the command palette
- Press ⌘ K on a Mac (Ctrl K on Windows).
- Type new, then choose New document, New spreadsheet or New presentation.
The file is created and opened at once.
Describe it and let AI draft it
The Documents page can write a first draft for you.
- Open the Documents page. See The Documents page.
- Choose what you are making: Document, Spreadsheet, Slides or Map (a flowchart).
- Describe it in the box, for example "a one-page launch plan for our new pricing, with goals, timeline and risks".
- Optionally, say who it is for in Who is it for? (optional).
- Click Create with AI, or press ⌘ Enter on a Mac (Ctrl Enter on Windows).
The draft opens in its editor, ready for you to change. On the same page, Or start blank makes an empty file of each kind.
Start on a desk
To make a file that lives on a desk from the start, add a Document, Spreadsheet or Slides widget and choose Create new. The file is kept in Office like any other. See Document widget and Spreadsheet widget.
Start from a file on your computer
You can turn a Word, Excel, PowerPoint or Visio file into a new Office file. See Open and save Word, Excel, PowerPoint and Visio files.
What a new file starts with
| App | A new, blank file opens with |
|---|---|
| PlexiDocs | An empty page, ready to type. |
| PlexiSheets | An empty grid of 48 columns and 100 rows. |
| PlexiSlides | One title slide. |
| PlexiDiagrams | A single Start shape to build out from. |
| PlexiDesign | A blank square canvas. |
| PlexiDraw | A landscape artboard with one empty vector layer. |
If your organisation has a brand kit, a new document's headings start in the brand's style. See Brand kit, Brandify and your logo.
Common questions
Where did my new file go? It is in Office. It appears at the top of Recent on Office Home, and on the Recent page. See Find, star and pin your Office files.
I clicked a tile and nothing opened. If the tile is greyed out with a lock, that app is not available to you. Point at it to see why.
Can I create a file without a name? Yes. Every new file gets a starting name such as "Untitled document". Rename it whenever you like. See The editor header, saving and the File menu.
Related tasks
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