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  1. #1
    New Lounger
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    How do I prevent a template from being overwritten (2000)

    I have a template that I CANNOT get my secretary to keep from messing up. She just doesn't understand the difference between saveas and save. Any thoughts on how I keep her from doing this? My first thought was a giant button with a macro attached. I have a cell that combines all the info I want to be the file name.

    Long story short, this macro would do a "saveas" and the filename to be whatever is in the cell "filename".

    TIA,
    BFP

  2. #2
    Plutonium Lounger
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    Re: How do I prevent a template from being overwritten (2000)

    If you haven't done so already, save it as a real Excel template (.xlt), and install it in the user templates or workgroup templates folder.

    Then show your secretary to use File / New...

    Or create a small macro in her Personal.xls that creates a new workbook based on the template, and assign it to a custom button on her toolbar. That way, creating a new workbook is only one click.

  3. #3
    Super Moderator WebGenii's Avatar
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    Re: How do I prevent a template from being overwritten (2000)

    Is it a template (.xlt) or a regular excel file (.xls) that you are using as a template?

    Cheers
    [b]Catharine Richardson (WebGenii)
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  4. #4
    Super Moderator WebGenii's Avatar
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    Re: How do I prevent a template from being overwritten (2000)

    I can't post fast enough to keep up with you! <img src=/S/rofl.gif border=0 alt=rofl width=15 height=15>
    [b]Catharine Richardson (WebGenii)
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  5. #5
    New Lounger
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    Re: How do I prevent a template from being overwritten (2000)

    It's a .xls file. I never thought of saving as a template.

    Bear with me though guys, is there a way to do what I'm wanting to do?

    TIA,
    BFP

  6. #6
    Super Moderator WebGenii's Avatar
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    Re: How do I prevent a template from being overwritten (2000)

    If you go to the File menu and choose Save As, you'll see the attached dialog box. Choose the template option.
    [b]Catharine Richardson (WebGenii)
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  7. #7
    Platinum Lounger
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    Re: How do I prevent a template from being overwri

    Welcome to the club! <img src=/S/grin.gif border=0 alt=grin width=15 height=15>
    Gre

  8. #8
    Uranium Lounger
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    Re: How do I prevent a template from being overwritten (2000)

    In additon to the good advice provided by all as to how to correctly save an Excel template, consider also setting Template files as read-only. I do this even with my own Templates so I don't mistakely munge them.
    -John ... I float in liquid gardens
    UTC -7DS

  9. #9
    Super Moderator WebGenii's Avatar
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    Re: How do I prevent a template from being overwritten (2000)

    munge

    Technical term? <img src=/S/evilgrin.gif border=0 alt=evilgrin width=15 height=15>
    [b]Catharine Richardson (WebGenii)
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  10. #10
    Uranium Lounger
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    Re: How do I prevent a template from being overwritten (2000)

    Indeed, from FOLDOC: munge. <img src=/S/laugh.gif border=0 alt=laugh width=15 height=15>
    -John ... I float in liquid gardens
    UTC -7DS

  11. #11
    Super Moderator WebGenii's Avatar
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    Re: How do I prevent a template from being overwritten (2000)

    Well, now I know how to spell it!
    [b]Catharine Richardson (WebGenii)
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