Save a copy of meeting documents or any file

Modified on Mon, 23 Feb at 1:52 PM

You can access all documents for meetings from the relevant shared area but, if you want to make any notes on the documents please save your own copy first so that the master copy remains clean. 


Because of the rules placed on the REF Hub you can't use the Create a Copy function so we suggest using this method to create your own copy.


Save a copy of any Microsoft Office file (Word, Excel, PowerPoint)


  • Open the relevant folder and locate the file you want to copy
  • Click on the three dots beside the file name
  • In the pop-up menu, click Preview
  • In the Preview, click on the three dots in the top-left corner, and click Copy to in the drop-down menu
  • In the File Explorer window that opens, select the location you would like to copy the file to:
  • My files is your personal OneDrive
  • Quick access will show a list of your groups, and you can click on More places to see them all
  • Once you have selected the desired location for the copy, click Copy here in the bottom-right
  • Note: the copied file will have the same name as the original, so it can be helpful to rename the copy



Save a copy of a PDF


  • In the pop-up window, select the space you would like to save the copy to:
    • My files is in the OneDrive area and is a space that only you have access to
    • Spaces listed under Quick access are SharePoint sites, and all members of these groups will have access to files saved there
    • You can use the More places... option to see SharePoint sites not listed under quick access
  • Once you have selected where you would like to save the copied PDF, click the Copy here button in the bottom right-hand corner of the pop-up


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