Using Actions
In the Office app for iOS, tap Actions, and then tap any of the following options:
Image to Text
To extract text from a picture and use it elsewhere, do the following:
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With the camera, take a picture, or select a picture from your photo album.
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If necessary, crop the picture so that only the text is shown in it, and then tap Done.
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When the text is converted, tap Copy, and then paste the text where you want to use it.
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To finish, do one of the following:
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Tap Share to select an app or service in which to share the text.
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Tap X to close the session.
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Image to Table
To extract a table of information from a picture and use it in Excel, do the following:
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With the camera, take a picture, or select a picture from your photo album.
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If necessary, crop the picture so that only the table is shown in it, and then tap Done.
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Tap Open and check for any errors that may have occurred during the conversion.
Conversion errors will be marked with the message “Items need your review.”
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Tap Review to review the errors, or tap Open anyway to continue without reviewing.
The converted table is opened in Excel.
Note: Tap the triple dot button in the upper right corner to change where the file is saved.
Sign a PDF
To add your signature to a PDF file, do the following:
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Open a PDF file from your iPhone or your OneDrive account.
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Tap where you want to sign.
Tip: If this is your first time signing a PDF, create a signature, tap Store Signature, and then tap Done.
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If you want to sign at other places in the document, tap Sign at other places, and then tap your signature.
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Tap wherever else you want to add your signature.
Note: To delete a signature, tap where it appears, and then tap the Recycle Bin button.
Scan to PDF
To scan pictures into a PDF file, do the following:
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With the camera, take a picture, or select a picture from your photo album, and then tap Done.
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To save the file, tap Edit, tap the triple dot button, and then tap Save.
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Enter a file name, and then tap Save.
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If you want to change the location of the file, tap Places, and then save the PDF file to the location of your choice.
Pictures to PDF
To create a PDF file from a selection of pictures, do the following:
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Select one or more pictures, and then tap Next.
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To complete the conversion, tap Done.
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To share the PDF file with others, tap Share.
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To save the file, tap Edit, tap the triple dot button, and then tap Save.
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Enter a file name, and then tap Save.
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If you want to change the location of the file, tap Places, and then save the PDF file to the location of your choice.
Document to PDF
To convert a document into a PDF file, do the following:
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From your OneDrive account or your iPhone storage, choose a Word document to be converted to a PDF file.
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To save the file after the conversion has finished, tap Edit, tap the triple dot button, and then tap Save.
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Enter a file name, and then tap Save.
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If you want to change the location of the file, tap Places, and then save the PDF file to the location of your choice.
Scan QR Code
To scan a QR code to open files or links, do the following:
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Point the camera toward any QR code (for example, on a web page or on a business card) and hold your iPhone steady during the scan.
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When the link is recognized, tap either Copy, Open, or Note.
Create a Form
Notes:
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Microsoft Forms is currently not supported by Microsoft Intune mobile device management. If you’re currently signed in to the Office app with an Intune-managed account, the Forms functionality outlined below will be unavailable. Consider signing in with a different account.
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While the Office app currently supports signing in with phone number-based Microsoft accounts, Microsoft Forms does not. To use Forms functionality in the Office app, sign in with an email-based Microsoft account (or a compatible work or school account).
To create a new form with Microsoft Forms, do the following:
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When the new form opens for editing, tap its default title (“Untitled form”), and then type a new title and a description for your form.
Both the title and the description will be seen by the people with whom you’ll share this form, so consider including any important details in the description that might be helpful for the recipients to know (for example, the deadline for filling out the form).
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When you have finished typing, tap the check mark in the upper right corner to continue.
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At the bottom of the form, tap + Add Question to add the first question to your form, and then do one of the following:
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Tap Choice if you want recipients to answer your question by selecting one or more of multiple choices. This type of response is useful when you want to gauge a preference from the majority (for example, for a team event destination).
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Tap Text if you want recipients to answer your question in their own words.
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Tap Rating if you want recipients to respond to your question by giving a rating. You can request a rating to consist of up to ten levels, and the rating scale can be indicated by either a star or a number. This type of response is useful when you want to get quick feedback about the satisfaction levels that the recipient feels about something in particular, such as a product, service, or situation.
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Tap Date if you want recipients to respond to your question by entering a specific date. When recipients answer this question, they’ll select a date from a calendar.
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Type out the question, select any additional options for the type of question you’ve selected, and then tap the check mark in the upper right corner to continue. (If necessary, tap Done to hide the keyboard, or scroll back to the top of the screen to reveal the check mark button.)
Note: To modify a question you’ve already added to the current form, tap to open it, make any necessary changes, and then tap the check mark in the upper right corner to continue.
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Repeat steps 3 and 4 to add any additional questions to your current form, and then do any of the following:
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If you want to stop customizing your form at any time and exit to the Home screen, tap the Back arrow in the upper left corner. You can return to continue working on your form later — either in the Office app or in Microsoft Forms on the web. Your progress is saved automatically.
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When you’re done creating and customizing your form, tap the Share icon in the upper right corner to share your form with its intended recipients by either copying a link to the form that you can paste where you want to share it, or by sending an email message with a link to the form.
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After you’ve shared a form, you can view its responses from recipients at any time by doing the following:
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In the Office app, tap Home, and then tap the form for which you want to view responses.
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Under the form title, tap the Responses tab to view a summary of the responses that recipients submitted for this form.
Important: The Responses tab is only available if you’ve shared the form and when at least one response to it has been received. If you change the form title or add or change any of the questions in a form while responses are still being collected, only recipients accessing the form after such modifications were made will be able to see the changes. Older responses will be maintained in their original format.
