How to make a read-only template in Excel?
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.
- Reuse Anything: Add the most used or complex formulas, charts and anything else to your favorites, and quickly reuse them in the future.
- More than 20 text features: Extract Number from Text String; Extract or Remove Part of Texts; Convert Numbers and Currencies to English Words.
- Merge Tools: Multiple Workbooks and Sheets into One; Merge Multiple Cells/Rows/Columns Without Losing Data; Merge Duplicate Rows and Sum.
- Split Tools: Split Data into Multiple Sheets Based on Value; One Workbook to Multiple Excel, PDF or CSV Files; One Column to Multiple Columns.
- Paste Skipping Hidden/Filtered Rows; Count And Sum by Background Color; Send Personalized Emails to Multiple Recipients in Bulk.
- Super Filter: Create advanced filter schemes and apply to any sheets; Sort by week, day, frequency and more; Filter by bold, formulas, comment...
- More than 300 powerful features; Works with Office 2007-2019 and 365; Supports all languages; Easy deploying in your enterprise or organization.
Make 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:
Step 4: In the General Options dialog box, only check the option of Read-only recommended, and click the OK button.
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.