Saving a Document

1. In a Search Results view that displays document tools, select the check box next to each document you want to save.
2. Click the down arrow next to the Save icon in the document tools to choose either the Save or Save As option.

• If you click Save, the document is saved to the current folder on the Folders screen and you are finished.
• If you click Save As, the Save Document window opens, where you can select another folder or create a new folder. Continue with Step 3.

3. On the Save Document window, click Change Folder.
4. When the Change Folder window opens, you can either select another folder from the list or click a link to create a new folder.

• If you want to select another folder, click the folder name and click OK.
• If you want to create a new folder, click Create New Folder. When the Create Folder window opens, enter the new folder name, select a location, and click Create. The new folder is added to the Change Folder window. Click the new folder name and click OK.

5. Optionally, on the Save Document window, you can enter a Note for the document. If you enter a note, the note is added to the top of the document.
6. Click Save to add the document to the selected folder on the Folders screen.

Note: If you click the down arrow next to the Save icon, you can choose either Save or Save As. A checkmark next to one of the options in the drop-down list indicates which option was last used. If you click the Save icon directly, Checkpoint saves using the most recently used option. Assume for this procedure, Save As was the last used and is the default option.

1. On the Document screen, click the Save icon from the document tools.

   The Save As option is the default, so the Save Document window opens.

2. On the Save Document window, click Change Folder.
3. When the Change Folder window opens, you can either select another folder from the list or click a link to create a new folder.

• If you want to select another folder, click the folder name and click OK.
• If you want to create a new folder, click Create New Folder. When the Create Folder window opens, enter the new folder name, select a location, and click Create. The new folder is added to the Change Folder window. Click the new folder name and click OK.

4. Optionally, on the Save Document window, you can enter a Note for the document. If you enter a note, the note is added to the top of the document.
5. Click Save to add the document to the selected folder on the Folders screen.