SharePoint Excel Read Only Template

Question

Excel Document in a SharePoint Document Library.

I am trying to create non-changeable Excel Template on SharePoint to be used as a template, if you will. Where my end users can fill in the information, print or FAX the document and when they clos it none of the data they enter remains

ON a workstation, this is a simple read only file, but read only on SharePoint will not let you enter data. Has anyone else come up with a solution to the same or similar situation

Answer 1

Dear Ron Kriege

Good day! Thank you for posting in Microsoft Community. We are happy to help you.

Based on your description, it seems that you want keep Excel Document in a SharePoint Document Library and when othr users fill the information and sign out, the data they enter remains will can't save.

We’re looking forward to your reply and will continue to help you all the time!  If there are any misunderstanding or unclear, you can post back in your free time.

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Stacey | Microsoft Community Moderator

If my understanding is right, please refer to the detailed steps in Set a custom template for a SharePoint library (microsoft.com) to create a Excel template first in sahrepoint.

Then make the document library in sharepoint as read only via the below steps:

• In SharePoint go to the Site where your files are located.
• In the menu bar click on “Documents”.
• Now click on “Site Contents”>Settings>Site permissions
• Advanced permission settings
• In the advanced section click on “Documents>Edit User Permissions
• Now ensure the box “Read – Can view pages and list items and download documents. is selected.
• Finally, press “OK”.

Kindly check if the steps above can meet your requirement, we will also do a test on pur end to check the behavior.

Meanwhile, we'll keep the thread opening and welcome other MVPs and memebers who have good ideas about the query to share their thoughts in here.

We’re looking forward to your reply and will continue to help you all the time!  If there are any misunderstanding or unclear, you can post back in your free time.

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Stacey | Microsoft Community Moderator