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recourt62's avatar
recourt62
Copper Contributor
Jul 27, 2021

Opening Excel Templates on SharePoint sites

I have created an excel template that will be used as a form.  I uploaded the file to SharePoint and created a link.  But when I click on the link, it opens the template as read only.  I want it to create a workbook based on the template.  I know that in File Explorer I would just right click and select "New."  But is there anyway to do this with the SharePoint link?

2 Replies

  • AdamEversole's avatar
    AdamEversole
    Copper Contributor

    recourt62 Have you received any answers to this question, I have the same question after seeing the same behavior. I want to send out a link to the file on the sharepoint site and have it open as a new document when someone clicks the link.

  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor

    recourt62 

    for more informations click on the Link.

    Set a custom template for a SharePoint library

    When you create a SharePoint document library, you can set a default file type to open when a new file is created (for example, you can set a PowerPoint file as the default file type to open). You can also customize the default file template for that library. For example, you can create a Word template with customized headers and footers, or other custom features, and make it the default template for that library. Then, when you or your users create a new file, it opens in the appropriate program with your customized features.

    Note: You must have Full control permissions for the library to set up a template.

     

    Hope this information will help you.

     

    Nikolino

    I know I don't know anything (Socrates)

    * Kindly Mark and Vote this reply if it helps please, as it will be beneficial to more Community members reading here.

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