Creating/Saving Templates

[mizNRG]

I've created a Quotation Template for my company and would like to save it as
a template so that when someone uses the document and fills it out it prompts
them to "Save As" rather than "Save". This way the original blank document
is preserved. However, when I save it as a Template it doesn't prevent
another user from saving over it. Does anyone know how I can lock the "Save"
function? So that only the "Save As" is available?

 

[Dave Peterson]

The absolute safest way would be to put the file on a network drive that only
you had read/write/delete access. Give the users readonly access. They won't
be able to save to that location.

You could also try marking the file as Readonly (using windows explorer).
That'll prevent most overwrites, but not all. Anyone could change that
attribute as quickly as you -- and could delete the file and just disregard the
"are you sure" prompt.

 

[Gord Dibben]

If you create your workbook and save as a real Template(*.XLT) only a copy
of that Template is opened with a name like Quotation1

When you hit the Save button, user will be required to enter a name for
saving or accept the default Quotation1.

The Template is never overwritten.


Gord Dibben MS Excel MVP