Can I Retitle, Copy And Save A Blank Template At Amitree

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Earlier Microsoft 365, you would edit a file and and then use Save As to save your changes as a new certificate. These days with AutoSave, your changes are always beingness saved so you lot won't lose your work. To make sure y'all don't accidentally salve changes in the original file, use Save a Copy BEFORE you start making your edits to ensure you're working on the new copy and not overwriting the original.

Use an existing file in the cloud as a template for a new file using Save a Copy.

Todd's story almost AutoSave and Save a Copy

Open the file y'all want to re-create

Inga uses a monthly Excel upkeep report that she created to keep track of her team'due south expenses for reimbursement.

Todd has recently get manager of his ain team and wants to keep rails of his own monthly expenses. Instead of doing the work from scratch, he decides it would be more efficient to use Inga'due south budget study as a template.

Todd wants to use an existing report as a template for his own report.

Relieve a Copy to employ as a starting point

Todd goes into Inga's squad SharePoint site and opens the Excel budget report for the latest month. Since the spreadsheet is in the cloud, Todd knows that AutoSave volition automatically salve his changes to the file if he makes them.

Because he doesn't want to overwrite Inga's data, before he makes any changes, he goes to File and clicks Save a Copy to download a re-create of the report into his OneDrive.

Todd uses Save a Copy to save his own version of the report in his OneDrive.

Make changes to your copied file

After saving to his OneDrive, Office automatically opens the file in Excel. At present Todd is working in his version of Inga'southward report and is safe to make changes without worrying about changing her data.

He changes the title and cost eye number of the report and clears the fields he needs to make it ready for him to fill out. Todd knows that with AutoSave, his study will always save the latest changes.

With AutoSave, Todd knows the changes he makes in his report are safe.

Discard unwanted edits with Version History

Todd has made several copies of his upkeep written report in preparation for the months ahead. However, he just realized that the study he's been updating with numbers for the side by side month, is actually the written report for last month. Though his changes have been saving automatically over his information, Todd isn't worried considering he can Restore a previous version of a file with Version History.

He selects the title of his budget report and selects Version History. He tin can meet the different points in time where Excel has created a version of his file and he opens the 1 without his adventitious changes in a new window. Now, he can easily restore his file with no damage done!

Where is Salve Equally?

Use Version History to go back to a previous version of a file.

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