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I have a document library that stores Word and Excel files that are used by several people in our company. They access them from a link list. The documents are fillable forms so I have set the permission level to Contribute so they can fill the forms out. The problem is that I don't want them to save back to the SharePoint copy. I want it to always be blank when the next person opens it. I want to force them to "Save As" to their personal folder if they need to Save their copy. Is this possible?

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    give them read only access, so when ever they access it and trying to save it will ask for location as they have read only access then will save on local – Waqas Sarwar MVP Sep 2 '14 at 16:55
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Change the general permissions from 'contribute' to 'read' on your list, then everyone should be able to open the documents, but not write back to the server. They don't need to contribute to open the form, just to write back to the server (which seems to be what you don't want them to do!)

  • I tried that, but then they couldn't fill the form in, they could only view it. – Tina Hester Sep 2 '14 at 16:59
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    Yeah they'll have to save a local copy before they can edit it, which is what you described originally as the desired behavior :) -- If you want to avoid not being able to fill it out right away, you might be able to somehow disable saving on the document and create a special button that would force a save as from the form documents but this would be quite a bit of work... – John-M Sep 2 '14 at 17:09
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Use content types with document/excel template. You can see how to create a content type with a document template at https://stackoverflow.com/questions/9175300/excel-template-in-sharepoint-how-to-open-as-a-new-file-from-template.

The steps are straightforward: a) create a new content type, derived from document content type and add the document template b) Add the new content type to the list and disable any other content types.

http://www.documentmanagementworkflowinfo.com/sharepoint-document-management/add-document-template-sharepoint-document-library-site-content-type.htm

In that way, document templates won't be changed by the users and you can always update them!

  • Please add details from the link to your answer. If the link breaks your answer is not as useful as it has potential to be :) of course leave the link as a source of the content you do copy – Robert Lindgren Sep 3 '14 at 17:47
  • Comments and suggestions are always welcomed. – XristosK Sep 3 '14 at 19:14

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