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Excel Workgroup Templates?

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7 replies

by jwalker7

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I created an Excel template, and I would like my co-workers to use it as a Workgroup Template. MS Word has an option for Workgroup templates that allows the user to go to File|New and retrieve a workgroup template. But how can I do this in Excel? (I don't want to put this template on the server for security purposes.)

Any suggestions are appreciated...

7 replies

by xpertdragon

The only way I know how to share templates with Co-workers is through a network share, but that is usually with common office templates....not very secure.

try this web site for additional help:

www.mrexcel.com

A lot of Excel tips!

Paul M. Chavez

by curlergirl

If you don't want to put it on the server, you'll have to send a copy of the template to each user and have them save it in their local templates folder. Where this is, depends on the operating system and version of Office, but in Win2K with Office2K or XP, the local templates are in the user's profile (C:\Documents and Settings\[username]\Application Data\Microsoft\Tempates. Most companies put workgroup templates folders on the server and then share them out with permissions for those userswho need to access the templates. Both the user (local) and workgroup template locations that are specified in Word will also be used for Excel. Hope this helps!

by dklippert

Select a location on your network and create a directory (i.e, Workgroup
Templates). Make sure all of the proper rights to this directory are
available. Then copy your templates into this directory. Afterwards,
create a shortcut to this directory. You will have to place this shortcut
on the users machine under (typical installation)

Program Files > Microsoft Office > Templates

My 2000 machine has it under:
Documents and Settings > Administrator > Application Data > Microsoft > Templates

(When I have to find it, I create a template called "AAAAAA.XLT" and then search for it)

Now, when users go File > New, they will see a tab called Workgroup
Templates) and all of the available templates.

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