How to Convert Documents to the Correct Format
Downloading from an Application
- When downloading a document it will save automatically in your 'MyDrive'. Consider if it should be renamed and/or moved to the appropriate Shared Drive or PCS if the file needs to be accessed by anybody else.
- When downloading a document from an application, it may be in a different format to Google Docs, such as a word document or a PDF.
Microsoft Word and Excel documents, where possible, should be converted to Google docs format for continuity and security of information in the MyDrive or Shared Drives.
Converting a PDF
PDFs can be accessed as a Google doc in Google Drive when editing is required on the document. Otherwise, the PDF can be saved as normal in the filing system for a record of the document where required.
To convert a PDF to a Google doc for editing, simply open the PDF in Google Drive and click on Open with Google Docs above the document. This will open another tab where the PDF will be converted to a Google Doc.
You will be able to edit and make changes as normal. You can also save the document as a PDF after editing if this is required, but Google docs are the preferred formatting when saving documents in Google Drive.
Converting a Word Document
- To convert a document from a word document to a Google doc, open the document you wish to convert in your Google Drive.
- Select File in the top left of the document in the toolbar.
- Click Save as Google Docs; the document will download automatically to your My Drive as a Google doc.
- Move the document to the correct location in your My Drive or Shared Drives for use.
You could consider deleting the word document after converting to the Google doc.
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