Question

Save as new document not showing as an option

Integrations

Updated March 13

asked on March 6

One of our users is no longer offered the option to "Save as a new document" in Cloud when working on Excel or Word documents. They have full View, Add, and Modify Access Rights.

They are only given the option to:

- Overwrite the existing document

- Save as a new version

- Discard changes

When I try to recreate the problem, I am given the option to "Save as a new document". How does the user get the option to Save as a new document again?

Thanks!

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Replies

replied on March 13

1.Could the user be part of multiple groups with different/conflicting permissions?

2.Is the document they are editing under version control and are they opening it via Open (edit) vs Open (read-only perhaps)?

3.Does the behavior reproduce for that user in:

-an incognito/private window

-a different browser

-a different Word/Excel file in a different folder

4.Check effective rights for the user for the given file.

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replied on March 13 • Show version history

1) The user is part of the Treasury Group which has access to the folder and is also part of the All User Group which does not have access to the folder. But I am also part of the All User Group and I am still able to "Save as a new document".

2) They do not use version control

3) They have tried with multiple files in multiple folders and have the same result. They tried incognito and another browser and still didn't get the option to save as a new document.

4) I've attached screen shots of the effective rights for the user in that particular file.

I also asked another user with the same permissions to see if they were given the option to save as a new document and they did have that option. It seems like a problem specific to this user.

Thanks!

F26 Working Papers- Financial Access Rights.jpg

F26 2026 Access Rights.jpg (62.96 KB)

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F26 Working Papers- Financial Access Rights.jpg (60.51 KB)

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replied on March 13

If this is specific to one user only, you could try removing and re-adding permissions to see if that makes a difference.

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replied on March 13

I removed the user from all their groups and then took away all their rights. I saved the changes, then added the user back into their groups and assigned their rights again and they are still not given the open to save as a new document. Should I take this problem to our vendor?

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Save as new document not showing as an option

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