We share read-only access to many of our documents with our customers on-line. There is no need to ask our permission to edit the document. This article explains how you can make a personal copy of documents such as Google Sheets, lesson directories, and other worksheets. 

Video

Transcript

Introduction [00:00]

Hello! When you open up any of the various documents and spreadsheets, and worksheets that we have for our customers online, you will notice that they are all set to “View only”. That’s this blue button up here.

Spreadsheets – View Only [00:14]

That is true for The Agile PrepCast™ – Module and Lesson Directory. Here, we have the PDU values. Here, we have similar documents for The PM PrepCast™. We also have worksheets and checklists and Exam Simulator Score Worksheet here. And we also have The Project Management Podcast™ Excel list. The thing that they share is they’re all set to “View only” and they all have this orange bar here that says: “Hey, you have ‘View only,’ access.”

Creating a Copy [00:43]

But the question I get quite often is: “Well, how can I create a copy of this? I would like to edit this. I would like to work on this myself.”

Option 1: Save a copy [00:51]

Quite easy. You simply have to either “Save a copy” or you have to “Create a copy”. So option 1, you can save a copy. Go to “File” and then “Download as” and now you can save this spreadsheet here as a “Microsoft Excel” document locally on your Drive.

Option 2: Copy to [01:12]

But if you are logged in to your Google account, you have a Gmail account then you can also save a copy. That is option number two. Down here, click on this little arrow and then select “Copy to” “New spreadsheet”. The system now copies this over and copied successfully. You can open up the new spreadsheet and now you have a fully editable document for yourself.

Closing [1:39]

Yeah, and that’s how easy it is to create a copy or Save a copy from one of our spreadsheets. Thank you so much for being a customer and until next time.