Work with Documents

Working with Documents

Be it a company report, a letter of agreement, draft, dossier or script, Writer has all the features to help you create and manage documents better. Start by creating and naming your document. Saving is no pain with Writer as it auto-saves content as and when you type. Feel free to make as many changes as you want while you work on your document. You can also always revert to an earlier version in Writer. Move files across folders to organize them better. If you have your documents stored elsewhere and all you need is a word-processor, you can easily import your documents to Writer and work on them. Work on your documents productively even when you are not connected to the internet. Writer will sync all the changes you made, the moment you come online. Access your mostly used files from the recent files list or add them to favorites with just a click.

Create new document

To create a new document,

  1. Click File in the top-left corner of your screen. A drop-down menu will appear.
  2. Select New Blank Document to open a fresh document in a new tab.

Create new document

Rename a document

To rename a document,

  1. Click the document title field in the upper-left of the window.
  2. Enter the new name of the document and hit Enter or click outside the title field to save your changes.

Rename document

Save a document in a specific folder

To save a file in a specific folder,

  1. Click the document title field in the top-left corner of the window.
  2. Click the folder icon to the right of the title field. A drop-down menu displaying your folders will appear.
  3. Select the folder to which you want to add the document and click Done.

Save document

Make a copy of a document

To create a document copy,

  1. Click File.
  2. Select Make a copy from the drop-down menu.
    Create document copy
  3. In the window that appears, change the name for the document copy. Also, choose an existing folder or create a new folder to locate your document, if needed.
  4. Under Advanced Options, you can choose to include comments and tracked changes in your document copy.
  5. Click Save. A copy of the document will be created in the location you specified.

To make a document copy along with track changes and comments, you need to be either the owner or co-owner of the document. Shared users can only create a copy and move to specific folders.

Save document as a new file (Save As)

To create a document copy,

  1. Click File.
  2. Select Save As from the drop-down menu.
  3. In the window that appears, change the name for the document copy, if required. Also, choose an existing folder or create a new folder to locate your document, if needed.
  4. Choose the format in which the document has to be saved.
  5. Set password protection, if required. You can set password protection only if you choose to save in docx and PDF formats.
  6. Choose to include comments and tracked changes in your document copy.
  7. Click  Save. A copy of the document will be created in the location you specified

Save a copy of document to other cloud drives

All your documents are automatically saved as you make changes. However, you can also save a copy of your document in cloud drives such as Zoho Docs, Google Drive, Dropbox, Box, OneDrive and Evernote. Here's how:
  1. Click File.
  2. Click on 'Save to Other Drives' option from the drop-down.
  3. Choose your drive and click Authenticate.
  4. Enter your credentials in the pop-up that follows in order to link your account with Writer.
  5. You can change the document format, if needed. To update the format click on the More icon near the document name in the Save to other drives popup.
  6. Select the required format and click Update.
  7. Select the Folder you would like to copy your document to. Click Add to this Folder to save your document.

Document will be saved in .docx format by default.

Access the list of recent files

To access your recent files,

  1. Click File.
  2. Select Open Recent from the drop-down menu.
    A drop-down list of your recent files will be displayed.

Move document to a different folder

You can move any document to a different folder when you want to change your file/folder structure.

To move a document,

  1. Click the Folder icon near the title of your document. A drop-down list will display all your folders. The file's current folder will be highlighted.
  2. Select from the available folders or create a new folder and move the document based on your requirements.
  3. Click Move.

View file properties

The document properties window will display details like the title of the document, owner of the document, version number, permalink, document access details, location, publishing status, date of creation, date of modification and number of pages, words and characters available in your document.

To view document properties,

  1. Clickicon in top right corner of the window.
  2. A panel with detailed information for the document will be displayed.

Add a file to favorites list

You can add important files to your Favorites list by clicking the star icon in the top-left corner of the document window. The star icon will turn yellow, indicating that your document has been added to your favorites list.

Add to favorites

Delete a document

You can delete the documents that are no longer necessary.

To delete a document from your Writer account,

  1. Log in to your Writer account and go to
  2. Click on the More icon near the document you want to delete and choose Move to Trash.

    The document will be moved to trash.

You can restore or delete the document permanently from the Trash folder.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • How to publish documents on my company's domain?

                                                                                            We are working on admin console for setting up the CNAME, allowing corporate branding to use their own sending domain in their published documents. This feature will be released soon.  Availability timeline : Q1 2022
                                                                                          • Working with Documents Offline

                                                                                            With Offline Mode enabled, Writer lets you work on your documents even when you don't have reliable internet access. Any changes made while you're offline will sync automatically the next time you connect your computer to the internet. Enable offline ...
                                                                                          • Inserting Emojis in documents

                                                                                            Writer now supports inserting Emojis in documents.  To insert Emojis, go to More Options(☰) > Insert > Pictures and Tables > Symbol > Emojis Click here for more details.
                                                                                          • How to open GDrive documents with Writer?

                                                                                            To open GDrive documents in Writer, follow the steps shown below: 1. Log in to GDrive and right click the required document. 2. Click Open With > Connect more apps. In Connect Apps to Drive, search for Writer and click Connect. 3. In the pop-up that ...
                                                                                          • Create Fillable Documents

                                                                                            Introduction to fillable documents With Writer's fillable templates, you can create, distribute, and receive submissions on questionnaires, feedback forms, etc. Users can fill out these forms online with ease by entering information in the fields ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources