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How to make a read-only template in Excel?

Author: Kelly Last Modified: 2017-03-22

Sometimes we may make an Excel template for others applying easily, but do not want them to change the template files. A read-only Excel template can help you prevent others modifying template files, but doesn’t affect applying. In this article, I will show you the method to make a read-only template in Excel.

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arrow blue right bubbleMake a read-only template in Excel

Here I will guide you to configure the save options when saving a workbook as a template, and make the Excel template read-only.

Step 1: Prepare your workbook which you will save as a read-only Excel template.

Step 2: Click the File > Save > Computer > Browse in Excel 2013, or click the File/Office button > Save in Excel 2007 and 2010.

Step 3: In the coming Save As dialog box,

(1) Enter a name for this workbook in the File name box;

(2) Click the Save as type box and select Excel Template (*.xltx) from drop down list;

(3) Click the Tools > General Options. See screen shot below:

doc template read only 1

Step 4: In the General Options dialog box, only check the option of Read-only recommended, and click the OK button.

doc template read only 2

Step 5: Click the Save button in the Save As dialog box.

Now the workbook is saved as a read-only Excel template. Users can apply this template with clicking File > New > Personal (or My Templates)> read-only template (or other file name you specified in Step 3) without any effects, but it will pop up a warning dialog box when users open the template by File > Open and try to modify it.

Note: Although we can make a workbook read-only with clicking the Review > Protect Sheet and specify a password, for an Excel template this method will affect users applying and editing normally.

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