Open and save Word, Excel, PowerPoint and Visio files

PlexiiOffice reads the files other people send you, and saves your work in the formats they use. A Word file becomes a PlexiDocs document, an Excel or CSV file becomes a spreadsheet, a PowerPoint file becomes a deck and a Visio file becomes a diagram. When you are done, save a copy back out as a Word, Excel, PowerPoint or PDF file.

Importing makes a PlexiiOffice file from the original. The file on your computer is not changed, and later edits in PlexiiOffice do not change it either.

Before you start

• Plans. Importing and exporting work on every plan.
• File types you can bring in: Word .docx, Excel .xlsx and .xls, .csv, PowerPoint .pptx and Visio .vsdx. Older Word .doc files need to be saved as .docx first.

At a glance

PlexiDesign and PlexiDraw save as images and PDF. See Export to PDF and print.

Bring in a file as a new Office file

The quickest way to turn a file into a new Office file:

• Word, Excel or PowerPoint: on a desk, click Add widget, choose Document, Spreadsheet or Slides, then Import a file. The new file is named after the one you chose and is kept in Office as well as on the desk. See Document widget, Spreadsheet widget and Slides widget.
• Visio: on the Documents page, click Import Visio and choose a .vsdx file. The diagram opens in PlexiDiagrams. See The Documents page.

Bring a file into an open file

Each editor can also import into the file you have open. The result differs by app:

• PlexiDocs: click the folder button near the right end of the toolbar (Open or export Office files) and choose Import Word (.docx). The Word file's contents are added where your cursor is, and the document takes the Word file's paper size, orientation, margins, header and footer. See Word, PDF and web export in PlexiiDocs.
• PlexiSheets: choose File > Import (.xlsx / .csv). The file replaces what is in the spreadsheet; Undo brings the previous contents back. See Import and export Excel and CSV files.
• PlexiSlides: choose File > Import (.pptx). The deck replaces the slides you had; undo brings them back. See Import and export PowerPoint and PDF.

A line above the file says when the import is done.

Save a copy in another format

1. Open the file.
2. Choose the export:
   • PlexiDocs: File > Download > Microsoft Word (.docx), PDF document (.pdf) or Web page (.html).
   • PlexiSheets: File > Download > Microsoft Excel (.xlsx) or Comma-separated values (.csv).
   • PlexiSlides: File > Download > PowerPoint (.pptx) or PDF document (.pdf).
   • PlexiDiagrams: Export in the diagram's toolbar, then PNG image, SVG (vector), JPG image or PDF.
3. Choose where to save the file. It is named after your file to start with.
4. Click Save.

After a Word, Excel or PDF export, a line above the file shows where it was saved.

Common questions

I dropped a Word file onto a desk and it did not open in PlexiDocs. A file dropped onto a desk becomes a File or link widget that opens it in your computer's own app. To edit it in PlexiiOffice, add a Document widget and choose Import a file. See Drop files, links and apps onto a desk.

Can I turn a CSV or Excel file into a Table widget instead? Yes. On a desk, use Import file to make a Table from it. See Turn a file into a widget.

I imported into the wrong spreadsheet. Click Undo straight away to bring the previous contents back.

Related tasks

• Word, PDF and web export in PlexiiDocs
• Import and export Excel and CSV files
• Import and export PowerPoint and PDF
• Import Visio and export diagrams
• Export to PDF and print
• Turn a file into a widget