| 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.
These how-to instructions are for touch screen and non-touch screen phones with Windows Mobile 5. To find help and how-to for Windows Mobile 6 and later versions, go to the main Help & how-to section.
Not sure what type of phone or version of Windows Mobile you have? Identify your Windows Mobile phone. |
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 5.0 Touch Screen | 5.0 Non-Touch Screen |
| 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.
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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.
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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.
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| 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.
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| 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. | |
| 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.
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| | 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.
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| 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.
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| 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. TipTo 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.
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| 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.
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| 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.
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| 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.
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| 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 | |
| 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. | |
| 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.
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| 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. |
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