# The editor header, saving and the File menu > What the header above every Office file does, how saving works, and the menu bar and File menu each editor shares: rename, copy, history, downloads and trash. Source: https://plexiidesk.com/help/office-editor-basics Section: Office > Office basics Plans: All plans Updated: 2026-10-15 Every file in PlexiiOffice opens in an editor with the same header across the top and a menu bar below it. Once you know one editor, you know where to rename, share, copy, download or delete a file in all six. ## Before you start - **Plans.** Everything here is on every plan. - **Chatting about a file** needs you to be signed in to your PlexiDesk account. ## The header From left to right: | Part | What it does | | --- | --- | | **The back arrow** | Leaves the file. In PlexiiOffice it is called **Back to PlexiOffice** and takes you back to Office Home. | | **The icon** | Shows which kind of file this is. | | **The name** | Click it and type to rename the file. The new name is kept as you type. | | **Filed in** | Shows the folder the file is kept in, or **Not filed — file it** if it is not in one. Click it to choose a folder. See [Organise files and file documents](https://plexiidesk.com/help/files-organise-and-file-documents). | | **Chat** (the speech bubbles) | **Chat about this document** opens a conversation tied to this file. See [Chat about a desk, room or document](https://plexiidesk.com/help/chat-about-desks-and-documents). | | **Share** | **Share this file** with people. See [Share a widget, document or file](https://plexiidesk.com/help/share-items-documents-files). | | **Saved** | Whether your latest change is saved. | | **The type** | **Document**, **Spreadsheet**, **Slides**, **Diagram**, **Design** or **Artwork**. | ## How saving works There is no Save button. PlexiDesk saves your changes a moment after you make them. - While a change is being written, the header says **Saving**. - Once it is stored, it says **Saved** with a green cloud. - If a change cannot be written, the header says **Couldn't save** in red. Your edits are still on screen, and PlexiDesk tries again the next time you type. Rest the pointer on the message for details. Leaving a file, switching to another or quitting PlexiDesk keeps your latest changes. ## The menu bar Each editor has a menu bar under the header with the menus that suit it: | App | Menus | | --- | --- | | PlexiDocs | **File**, **Edit**, **View**, **Insert**, **Format**, **Tools**, **Help** | | PlexiSheets | **File**, **Edit**, **Insert**, **Format**, **Data**, **Tools**, **Help** | | PlexiSlides | **File**, **Edit**, **View**, **Insert**, **Slide**, **Format**, **Help** | | PlexiDiagrams | **File**, **Insert**, **View**, **Help** | | PlexiDesign | **File**, **Edit**, **Insert**, **Layout**, **Tools**, **Help** | | PlexiDraw | **File**, **Edit**, **Object**, **Layer**, **Document**, **View**, **Help** | Click a menu to open it. While one is open, rest the pointer on another to switch. Press `Esc` or click elsewhere to close it. Commands with a keyboard shortcut show it at the right. ## The File menu The File menu works the same way in every editor: - **New** starts a new, blank file of the same kind, such as **New document** or **New spreadsheet**, and opens it. - **Make a copy** makes a copy called "Copy of" followed by the file's name and opens it. The original is not changed. - **Rename** opens a box with the current name. Type the new one and click **Rename**. - **Version history** lists earlier versions you can go back to. See [Version history](https://plexiidesk.com/help/office-version-history). - **Move to trash** asks you to confirm, then moves the file to the trash and takes you to the Documents page. A message with **Undo** appears in case you change your mind. See [Delete and restore Office files](https://plexiidesk.com/help/office-trash-and-restore). What you can save the file as depends on the app: | App | In the File menu | | --- | --- | | PlexiDocs | **Download** > **Microsoft Word (.docx)**, **PDF document (.pdf)** or **Web page (.html)**, and **Print (PDF)** | | PlexiSheets | **Import (.xlsx / .csv)**, and **Download** > **Microsoft Excel (.xlsx)** or **Comma-separated values (.csv)** | | PlexiSlides | **Import (.pptx)**, and **Download** > **PowerPoint (.pptx)** or **PDF document (.pdf)** | | PlexiDesign | **Download** > **Image (.png)** or **PDF document (.pdf)** | | PlexiDraw | **Export PNG…**, **Export SVG…** and **Export PDF…**, and **New from preset** | | PlexiDiagrams | Use **Export** in the diagram's toolbar for PNG, SVG and PDF. | See [Open and save Word, Excel, PowerPoint and Visio files](https://plexiidesk.com/help/office-import-export) and [Export to PDF and print](https://plexiidesk.com/help/office-pdf-export-and-print). ## Undo and redo **Edit** > **Undo** and **Redo** step back and forward through your changes. In PlexiDocs and PlexiSheets, the arrows at the left of the toolbar do the same. Press `⌘` `Z` on a Mac (`Ctrl` `Z` on Windows) to undo. ## Start a meeting about the file PlexiDocs, PlexiSheets, PlexiSlides, PlexiDiagrams and PlexiDesign have **Insert** > **Meeting**, and PlexiDraw has **Document** > **Meeting**. Each starts a meeting about the file you are in. See [Start a meeting from a desk, document or chat](https://plexiidesk.com/help/meet-from-desk-or-document). ## Keyboard shortcuts and commands - **Help** > **Keyboard shortcuts** lists the editor's shortcuts in PlexiDocs, PlexiSheets, PlexiSlides and PlexiDesign. PlexiDiagrams has **How to diagram** and PlexiDraw has **How PlexiDraw works** instead. - In PlexiDocs and PlexiSlides, press `⌘` `K` on a Mac (`Ctrl` `K` on Windows) to run the editor's own commands by name. See [The command palette](https://plexiidesk.com/help/command-palette). See [Keyboard shortcuts in Office](https://plexiidesk.com/help/office-keyboard-shortcuts). ## Common questions **I renamed a file in its widget on a desk, but Office shows the old name.** Renaming a widget changes its name on that desk only. To rename the file itself, use the name in the editor's header or **File** > **Rename**. **Where did my file go after Move to trash?** To the trash. Click **Undo** in the message straight away, or restore it later. See [Delete and restore Office files](https://plexiidesk.com/help/office-trash-and-restore). **The header says Couldn't save.** Keep the file open and type again; PlexiDesk retries. If the message stays, copy your latest work somewhere safe and contact support at connect@plexiidesk.com. ## Related tasks - [Version history](https://plexiidesk.com/help/office-version-history) - [Delete and restore Office files](https://plexiidesk.com/help/office-trash-and-restore) - [Open and save Word, Excel, PowerPoint and Visio files](https://plexiidesk.com/help/office-import-export) - [Share a widget, document or file](https://plexiidesk.com/help/share-items-documents-files) - [Keyboard shortcuts in Office](https://plexiidesk.com/help/office-keyboard-shortcuts)