Posted 04 November 2009 - 12:08 PM
Further to all this, I would save the original file in your own area as a backup copy, then save the one you want people to work from as a template.
Then if people double click the file, they automatically get a new workbook as a copy rather than opening the file itself.
Downside is if people use file > open to get to it, then they will open then template and their save as... will also be a template (but no real harm in that).
Best option is to talk to your IT sysadmins and put it in a share folder which can be used for workgroup templates (a setting you can fix using group policy). Then people don't have to browse, they just do file > new > pick a file (your expenses template in this case).
You don't mention which version of Excel you and the other staff are using.
If it's 2007 then consider using office button > prepare > mark as final. This will always open as read only from then on. Do the same in reverse to make changes saveable.
If 2000/2003 when you do save as, look at the top right for tools menu > general options > tick the box for "read only". This will remind people they should only open this read only, but that can be annoying as it is another dialog box to get rid of.
Changing attributes to make something read only is usually the simplest way, but be wary if the files get moved around a lot or backed up and restored that this attribute might get lost along the way.
Due to global warming, eskimos now have more than 20 words for water John O'FarrellProfessional geek, consultant and trainer.
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