Save, Save As, and Save as Copy a Workbook

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- Written by Puneet

There are three different ways to save a workbook in Excel. And in this tutorial, we will learn all these methods in detail. So, let’s get started.

Save the Workbook as a New Workbook (First Time)

When you create a new workbook, save it somewhere on your system. So, for this, you need to use the “Save As” option.

save-workbook-as-new
  1. Click on the File Tab.
  2. Then click on “Save As”.
  3. After that, click “Browser”.
  4. Now, locate the folder where you want to save it.
  5. In the end, click save to save the file.

Note: You can also use the shortcut key F12 to open the Save As dialog box. Once you press the key will open the “Save As” dialog box, and then you can save the file.

Save Recent Changes in the Workbook

When you are working on a workbook and you want to save the work which you have done in it, you can use the below steps:

  1. Click on the File tab.
  2. You will find all the options on the left side of the window.
  3. Now, click on the “Save” option to save the workbook.

Note: You can also save the recent changes using the keyboard shortcut Ctrl + S. This will save your updates to the workbook.

Save a Copy of the Current Workbook

If you have a workbook saved but want to save a new copy, you can go to the File tab, click “Save As”, and save it as a new copy. But make sure to change the workbook’s name if you want to save the same workbook in the exact location.

Save As Button on the Quick Access Toolbar

To add the Save and Save As buttons to the quick access toolbar, go to File > Options > Quick Access Toolbar.

save-as-button

In the Excel Options, go to the Quick Access Toolbar:

  1. From the Choose command, select “File Tab”.
  2. Select “Save” from the list of options and click the Add button.
  3. And then, repeat the step 2 “Save As” option.
  4. Finally, click OK to add buttons to the quick access toolbar.

Save Settings

Excel also allows you to change the save settings from the Excel options. Open the Excel Options and go to the “Save” tab.

save-settings

From here, you can change the auto-save timing. It’s 5 minutes by default, but you change it to 1 or 10 minutes according to your need.

Last Updated: October 04, 2023