Use the Save as action to save a copy of the Word document that is currently open in the specified session with a new name, extension or location.

Considerations

An error is displayed if one of the following conditions are encountered when you deploy your automation to save a Word document:
  • The session name that you have specified is invalid.
  • If you do not have the permission to save the specified Word document.
  • If the file extension is not supported by Microsoft Word.
  • If a file with same name and extension already exist and overwrite option is not selected.

Settings

  • Use the Session name field to click one of the following options to specify the name of the Word session for the document you want to save:
    • Session name: Enter the name that you gave the session when you opened it.
    • Variable: Select the variable that you have created to store the session name.
  • Use the File path field to select one of the following tabs for opening the Word document:
    • Variable: Enables you to specify the file variable that contains the location of the Word document.
    • Control Room file: Enables you to select the document that is available in the Control Room.

      Click Choose to select the document.

    • Desktop file: Enables you to select the document from your local device using one of the following options:
      • Specific path: Click the Browse button to select the document from a specific location.
      • Regex: Either click the Browse button to select a folder path or click the Insert a value icon to select a variable that you have used to store the path for the Word document.

        Use the File name field to build your regex using the Type drop-down menu. The Case sensitive option enables you to match the letter case. Click the Add regex button to it.

  • (Optional) Select the Overwrite existing file check box if you want to replace or overwrite the Word document with the same name at the same location.