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Excel: Force “Open as Read Only” Prompt

Mitch BartlettFebruary 27, 2023 Comments (4)
Excel Header

If you have a file that is sensitive to changes, you can force Microsoft Excel 365 to prompt the user to open as Read Only whenever they attempt to open the file. Here’s how to enable this setting.


Set Prompt While Saving File

Follow these steps to set the file to display the “Open as Read Only” prompt.

  1. In Excel, select “File” and click Save As.
    Excel save as
  2. Ensure the file format box is set to “Excel Workbook“, then select “More options…“.
    Excel 2016 More Options
  3. Choose “Tools” > “General Options” at the bottom of the window.
    Excel general options
  4. Select the check-box for “Read-only recommended“, then select “OK“.
    Excel read only recommended setting
  5. Select “Save“.
  6. If prompted, choose “Yes” to update the file with the read-only setting.

That’s it! Anybody who opens the file in Excel will now be prompted to choose “Open as Read-Only“.


Opening files as Read-Only

If the file has been saved using the above steps, you can directly open an Excel file as Read-Only using these steps:

  • Hold the “Shift” button and right-click the file. An option will appear to “Open as Read-Only“.

Excel Open as Read Only

 

Categories: Office

Author Mitch Bartlett

Through my career that spans over 20 years I have become an expert in Microsoft Systems Administration, Android, and macOS. I started this site as a technical guide for myself and it has grown into what I hope is a useful knowledgebase for everyone.

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Comments

  1. Lance says:
    September 1, 2022 at 10:41 pm

    No, I dont want to give option to open as read only, just open as read only

  2. Liat says:
    August 21, 2022 at 8:23 am

    thank you !

  3. Don says:
    November 8, 2021 at 7:33 am

    can it be uncheck read only recommended using power shell?

  4. Tony Loyer says:
    June 17, 2021 at 11:52 am

    Hey, I found your article very informative and interesting. We are having some issues with Excel at my work since we installed Office 365. My coworker and I used to be able to open files as read only if the other one was using it, but now we cannot do that. There are some files that we can’t open as read only even if the other one isn’t using it. We’ve tried saving them as read only, and using the option to shift and select read only and neither method is working. We thought it may be because the files were macro-enabled but it isn’t working with other kinds of excel files either. Do you have any insights into this matter that may help? Thanks for your assistance and have a wonderful day,

    Tony

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My name is Mitch Bartlett. I've been working in technology for over 20 years in a wide range of tech jobs from Tech Support to Software Testing. I started this site as a technical guide for myself and it has grown into what I hope is a useful reference for all.

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Last Updated on February 27, 2023 by Mitch Bartlett