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Dee_dee's avatar
Dee_dee
Copper Contributor
Feb 09, 2021

Saving and keeping template but creating a new document in Excel

I have a template. I want to make a copy of the template so I can use it to add data in. How do I make a copy of the template?

3 Replies

  • Dee_dee 

    If it is a real Excel template (.xltx or .xltm), double-click it in file Explorer to create a new workbook based on the template.

    If it is an Excel workbook (.xlsx, .xlsm or .xlsb) that you want to use as a template, select it in File Explorer, right-click it and select New from the context menu.

    • Dee_dee's avatar
      Dee_dee
      Copper Contributor
      Thank you for your answer but now I have another question. 😊 What do you mean by save it in File Explorer?
      • Dee_dee 

        If you are using Windows, File Explorer is the program in which you view files and folder; you can start it by pressing Windows key+E.

        If you are using a Mac, the equivalent is the Finder.

        Navigate to the template file in File Explorer or Finder, then follow the steps in my first reply.

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