Worksheet Tutorial: Saving and Renaming Worksheets, Read-Only Status

Saving a Worksheet 

You can save your worksheet by clicking the yellow “Save” button. If you wish to save the worksheet with a different name while keeping the original worksheet name (without changes) at the same time, move your mouse over "File" immediately above the worksheet and click on "Save As".   


Renaming a Worksheet

Just move your mouse over "File" and click on “Rename”.  This will change the name of your worksheet to the new name. 


Read-only Worksheets 

You can protect a specific worksheet by making it read-only. This means only you can make any changes to the worksheet, including adding or deleting products or changing quantities. This is a safe way for customers in larger accounts to keep one worksheet as a template and resave it under a different name. 

To change a worksheet's status to read-only, move you mouse over the "Edit" menu and click on "Read Only".

 

 


 

 


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