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Work with Office Mobile

Microsoft Office Mobile helps you keep up with your daily work when you are away from the office. You can easily view Microsoft Office Word, Excel, and PowerPoint files on your phone by using the mobile versions of these applications. You can also edit Word documents and Excel worksheets, and save the changes on your phone.

The Mobile versions of these applications do not fully support all the features of the PC versions. Some data and formatting may be lost when you save a file on your mobile phone.

For how-to instructions that fit the type of phone you have (touch screen or non-touch screen) and the version of Windows Mobile on it (version 5 or 6), select the correct tab, below. Not sure? Here's how to find out.

6.0 Touch Screen6.0 Non-Touch Screen5.0 Touch Screen5.0 Non-Touch Screen

Get started with Office Mobile

Open a file

There are several ways to open an item such as a Word Mobile document, an Excel Mobile workbook, a picture, a note, or a PowerPoint Mobile presentation:
  • Open a program by tapping Start > Office Mobile and then tapping a program name. In the file list, tap the file that you want to open. If you do not see the file in the list, make sure that you have chosen the correct folder in the folder list (by default, labeled All Folders).
  • Open File Explorer by tapping Start > Programs > File Explorer. Navigate to the appropriate folder, and then tap the file that you want to open.
  • From an open e-mail message, tap an attached file that you want to open.

Notes

  • If the Word document or Excel workbook was previously saved on a computer, data and unsupported formatting may be lost when you save the file on the device.
  • You can have only one document, workbook, or note open at a time. When you open a second item of the same type, the first item is saved and closed automatically.

Find or replace text or data

  • In a document or workbook, tap Menu > Edit > Find/Replace.
  • In Find what, enter the text you want to find.
  • Do one of the following:
    • Tap Find to search for the text.
    • Tap Replace to replace the text. In Replace with, enter the replacement text.
    • Select the appropriate search options.
  • Tap Find.
  • Do one of the following:
    • To find the next instance of the search text, tap Next.
    • To replace text, tap Replace.
Word and Excel select the first instance of the text in the document and display buttons that let you find the next instance or replace the text, as you want.

Tip

  • To limit your search to specific cells in Excel, select those cells before tapping Menu > Edit > Find/Replace.

Create a file

In the Word Mobile and Excel Mobile programs, you can easily create documents and workbooks.
  • Tap Start > Office Mobile, and then tap a program name.
  • From the program, tap New.
    You will see either a blank document or workbook, or a template, depending on what you have selected as the default template.
  • Enter text and data.
  • To save the file, tap OK.

Note

  • By default, when you save a new file, a Word document is named after the first several words in the file; an Excel workbook is named Book1, Book2, and so on. To give the file a meaningful name, tap Menu > File > Rename/Move and enter the name that you want.

Create a template

If the existing templates do not meet your needs, you can create a custom template.
  • Tap Start > Office Mobile, and then tap a program name.
  • Open or create a file.
    You will see either a blank document or workbook, or a template, depending on what you have selected as the default template.
  • Enter text or information that you want to use in a template.
  • Tap Menu > File > Save As.
  • In the Name field, enter a name for the new template.
  • Do one of the following:
    • For Word, in the Type field, tap Word Template (*.dot).
    • For Excel, in the Type field, tap Excel Template (*.xlt).
  • To make the template available in the list of templates, in Folder tap Templates, and in Location tap Main memory.
  • Tap Save.

Tip

You can also create a new template by modifying an existing template and copying it to the Templates folder.

Create a document or workbook by using a template

Templates help you save time and ensure consistency by letting you focus on the content instead of the format of an item.
  • Tap Start > Office Mobile, and then tap a program name.
  • From the program file list, tap Menu > Options.
  • Do one of the following to select the template to use:
    • In Word, tap the template in the Default template field.
    • In Excel, tap the template in the Template for new workbook field.
  • Tap OK.
  • Tap New, enter your information, and then tap OK.

Save a copy of a document or workbook

  • In an open document or workbook that has been previously saved, tap Menu > File > Save As.
  • In the Name field, enter a new name for the file.
  • Do any of the following:
    • In the Folder list, tap the folder where you want to save the file.
    • In the Location list, select where you want to store the file, in Main memory or Storage card.
  • Tap Save.

Note

  • If the Word document or Excel workbook was previously saved on a computer, data and unsupported formatting may be lost when you save the file.

Tips

  • To quickly create a copy of a document or workbook, open Word or Excel. In the file list, tap and hold the file that you want to copy, and tap Create Copy.
  • To cancel all unsaved changes that you made to the document or workbook, tap Menu > File > Revert to Saved instead of Save As.

Automatically save files on a storage card

  • Tap Start > Office Mobile, and then tap a program name.
  • From the program file list, tap Menu > Options.
  • With a storage card inserted in the device, in the Save to field, tap the appropriate storage card to automatically save new items on the storage card.
  • Tap OK.

Rename a file

  • From the program file list, tap the file that you want to rename.
  • For Word and Excel, tap Menu > File > Rename/Move.
  • In the Name field, enter the new name for the item.
  • Tap OK.

Locate a file

  • From the program file list, tap the file that you want to rename.
  • From the program file list, do one of the following:
    • Sort the list. In the file list, tap the sort list (by default, labeled Name), and tap a sort option.
    • Filter the list by folder. In the file list, tap the folder list (by default, labeled All Folders). Then, tap the folder that you want displayed.
  • In the Name field, enter the new name for the item.
  • Tap OK.

Note

  • If you do not see the file that you want in the program file list, you may have to open File Explorer and navigate to the appropriate folder or use Search to locate the file.

Tip

  • To show all items in the file list, tap All Folders. You can also find a note by searching for a particular word that you know is in the note that you are looking for.

Get started with Office Mobile

Open a file

There are several ways to open an item such as a Word Mobile document, an Excel Mobile workbook, a picture, a note, or a PowerPoint Mobile presentation:
  • Open a program, and in the file list, scroll to the file that you want to open and press ENTER. If you do not see the file in the list, make sure that you have chosen the correct folder in the folder list.
  • Open File Explorer, open the appropriate folder, and then click the file that you want to open.
  • In an e-mail, click an attached file that you want to open.

Note

If the Word document or Excel workbook was previously saved on a computer, data and unsupported formatting may be lost when you save the file on your device.

Tip

You can have only one document, workbook, or presentation open at a time. When you open a second item of the same type, the first item is automatically saved and closed.

Find or replace text or data

  • On the Home screen, click Start > Office Mobile and then click Excel Mobile or Word Mobile.
  • Scroll to the file that you want to open and press ENTER.
  • In the document or workbook, click Menu > Edit.
  • In a Word document, click Menu > Find. In an Excel workbook, click Menu > Tools > Find.
  • In Find what, enter the text or data that you want to find.
  • Click Find to search for the text or data.
  • In a Word document, edit the text as needed, and then click Next to find more instances of the word. In an Excel workbook, click Next.

Tip

Excel Mobile does not support editing text by using the Find function.

Save a copy of a document or workbook

  • On the Home screen, click Start > Office Mobile and then click Excel Mobile or Word Mobile.
  • Scroll to the file that you want to open and press ENTER.
  • Click Menu > File > Save As.
  • In the Name field, enter a new name for the file.
  • In the Location field, scroll left or right to select Main memory or Storage card.
  • Click Save.

Note

If the Word document or Excel workbook was previously saved on a computer, data and unsupported formatting may be lost when you save the file on your device.

Locate a file

  • On the Home screen, click Start > Office Mobile and then click Excel Mobile or Word Mobile.
    If you already have a document or workbook open, click Menu > Close File to view the file list.
  • In the file list, click Menu > Sort By, and then select a sorting option

Note

If you do not see the file that you want in the list, you may have to find the appropriate folder.

Get started with Office Mobile

Create a folder

  • From the program file list, tap the folder list (labeled All Folders by default), and tap Add/Delete.
  • Tap New and enter a name for the new folder.
  • Tap OK. The new folder will appear as the folder list label.

Delete a folder

In the Word Mobile, Excel Mobile, PowerPoint Mobile, and Notes programs, you may want to delete a folder that you no longer use.
  • From the program file list, tap the folder list (labeled All Folders by default), and tap Add/Delete.
  • Tap the folder you want to delete and tap Delete.
  • Tap Yes.

Rename a folder

  • From the program file list, tap the folder list (labeled All Folders by default), and tap Add/Delete.
  • Tap the folder you want to rename and tap Rename.
  • Enter the new name for the folder.
  • Tap OK.

Move a file or note

  • Tap Menu > Rename/Move.
  • Do one of the following:
    • To move the item to another folder, in the Folder box, tap the folder you want to move the item to.
    • To move the item to a storage card, insert a storage card in the device, and in the Location box, tap the appropriate storage card.
    • To move the item to the device from a storage card, in the Location box, tap Main Memory.
  • Tap OK.

Note

In the file or note list, the storage card symbol is displayed next to the names of files saved on a storage card.

Create a file

In the Word Mobile and Excel Mobile programs, you can easily create documents and workbooks.
  • From the program, tap New.

    You'll see either a blank document or workbook, or a template, depending on what you've selected as the default template.

  • Enter text and data as desired.
  • When finished, tap OK to save the file.

Note

When you save a new file, by default, a document is named after the first several words in the file while a workbook is named Book1, Book2, and so on. To name the file with a meaningful name, tap Menu > File > Rename/Move and enter the name you want.

Rename a file

  • From the program file list, tap the item you want to rename.
  • Do one of the following:
    • For Word and Excel, tap Menu > File > Rename/Move.
    • For Notes, tap Menu > Tools > Rename/Move.
  • In the Name box, enter the new name for the item.
  • Tap OK.

Locate a file

  • From the program file list, do one of the following:
    • Sort the list. In the file list, tap the sort list (labeled Name by default), and tap a sort option.
    • Filter the list by folder. In the file list, tap the folder list (labeled All Folders by default). Then, tap the folder you want displayed.

Note

If you don't see the file you want in the program file list, you may need to open File Explorer and navigate to the appropriate folder or use Search to locate the file.

Tips

To show all items in the file list, tap All Folders.
You can also find a note by searching for a word located in a note.

Create a template

  • From the program, create a file, and enter text or information that you would like to use in a template.
  • Tap Menu > File > Save As.
  • In the Name box, enter a name for the new template.
  • Do one of the following:
    • For Word, in the Type box, tap Document Template(*.dot) .
    • For Excel, in the Type box, tap Excel Template (*.xlt) .
  • To make the template available in the list of templates, in Folder tap Templates , and in Location tap Main memory .
  • Tap Save.

Tip

You can also create a new template by copying an existing one to the Templates folder.

Find or replace text or data

  • In a document or workbook, tap Menu > Edit > Find/Replace.
  • In Find what, enter the text you want to find.
  • Do one of the following:
    • Tap Find to search for the text.
    • Tap Replace to replace the text. In Replace with, enter the replacement text.
    • Select the appropriate search options.
  • Tap Find.
Word and Excel select the first instance of the text in the document and display buttons that allow you to find the next instance or replace the text, as desired.Tip

To limit your search to specific cells in Excel, select the cells before tapping Menu > Edit > Find/Replace.

Automatically save files on a storage card

  • From the program file list, tap Menu > Options.
  • With a storage card inserted in the device, in the Save to box, tap the appropriate storage card to automatically save new items on the storage card.
  • Tap OK.

Note

In the file or note list, the storage card is displayed next to the names of files saved on a storage card.

Create a document or workbook by using a template

Templates help you save time and ensure consistency by allowing you to focus on the content rather than the format of an item.
  • From the program file list, tap Menu > Options.
  • Do one of the following to select the template to use:
    • In Word, tap the template in the Default template box.
    • In Excel, tap the template in the Template for new workbook box.
  • Tap OK.
  • Tap New, enter your information, and tap OK.

Save a copy of a document or workbook

  • In an open document or workbook, tap Menu > File > Save As.
  • In the Name box, enter a new name for the file.
  • Do any of the following:
    • In the Folder list, tap the folder where you want to save the file.
    • In the Location list, select where you want to store the file: Main memory or Storage card.
  • When finished, tap Save.

Important note

If the Word document or Excel workbook was previously saved on a PC, data and unsupported formatting may be lost when you save the file.

To quickly create a copy of a document or workbook, open Word or Excel. In the file list, tap and hold the file you want to copy, and tap Create Copy.

Tip

To cancel all unsaved changes you made to the document or workbook, tap Menu > File > Revert to Saved instead of Save As.

Set the default template

When you create a file or note in the Word Mobile, Excel Mobile, and Notes programs, the Blank [file type] template is used by default. If there is another template you use frequently, you may want to set that template as the default.
  • From the program file list, tap Menu > Options.
  • Do one of the following to select the template you want to use for all new items you create:
    • In Word and Notes, in the Default template box, tap the template.
    • In Excel, in the Template for new workbook box, tap the template.
  • Tap OK.

Note

If you created your own template, it must be located in the Templates folder and in your device's main memory to be available for selection as a default template.

View files by type in the file list

  • From the program file list, tap Menu > Options.
  • Do one of the following:
    • In Word Mobile, in the Display in list view box, tap All known File Types to view all files Word can open or tap Word Files, Rich Text Files, or Plain Text Files to view specific file types.When All known File Types is selected, the following files will appear in the file list: *.doc (Word document), *.dot (Word template), *.rtf (Rich Text Format), *.txt (Plain text files), and *.psw (Pocket Word document).
    • In Excel Mobile, in the Files to display in list view box, tap Known types to view all files Excel can open or tap Excel only to view specific Excel file types. When Known types is selected, the following files will appear in the file list: *.xls (Excel workbook), *.xlt (Excel template), *.pxl (Pocket Excel workbook), *.pxt (Pocket Excel template).
  • Tap OK.

Zoom in or out

In the Word Mobile and Excel Mobile programs, you can zoom in to take a closer look at a smaller area of your document or zoom out to see more of the document at a lower magnification.
  • In an open document, tap View > Zoom, and change the zoom level as desired.

Open a file

There are several ways to open an item such as a Word Mobile document, an Excel Mobile workbook, a picture, a note, or a PowerPoint Mobile presentation.
  • Open a program, and in the file list, tap the file you want to open. If you don't see the file in the list, make sure you've chosen the correct folder in the folder list (labeled All Folders by default).
  • Open File Explorer, navigate to the appropriate folder, and tap the file you want to open.
  • From within an e-mail message, tap the attached file you want to open.

Notes

If the Word document or Excel workbook was previously saved on a PC, data and unsupported formatting may be lost when you save the file.

You can have only one document, workbook, or note open at a time. When you open a second item of the same type, the first one is saved and closed automatically.

We're sorry, the latest version of Office Mobile cannot be installed on your device. View other Microsoft mobile programs or browse new Windows Mobile devices.
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