Problem: I have a workbook called invoice.xlsm. I want to keep the original file unchanged and save each new version as a new workbook. However, I tend to forget to use Save As, so I often overwrite this workbook.
Strategy: When using the Open command, you can specify that you want to open the file as a copy. Here's how you take advantage of this option:
- Instead of clicking the Open button to open a file, click the dropdown arrow next to the Open button. Choose Open as Copy. The file that opens will be named Copy (1) of invoice.xlsm.
- Select File, Save As to save the file with a new name. Note that even if you forget to use Save As, at least you will not overwrite the original invoice.xls.
- Open as Copy to prevent saving over the original.