Make copies of files

I need copies made of three templates: the client invoice, the weekly status report, and the onboarding checklist. Make a copy of each into the Finance, Project Management, and HR folders respectively. Rename them with today’s date and the word COPY, then transfer ownership to the appropriate folder owner—Aisha Khan for Finance, Omar Reyes for PM, and Lina Park for HR—and notify them by email to confirm receipt.

Before I duplicate these files for team use, prepare them so colleagues don’t overwrite the originals. Create copies that remove any personal data, update header dates to today, lock key formulas in the invoice, and add a front sheet explaining where to save completed versions. Make the copies appear in the correct shared folder and set edit rights only for the designated owners.

I made a copy of the monthly budget template for Tomas, but he’s already edited and broken several formulas in past copies. Tomas needs the copy now to close month-end, and I can’t stop him from working in the master folder. I don’t want to make the same mistake again. What quick steps guarantee his copy is safe, preserves formulas, and still gets him to work without delay?

Our team repeatedly edits the master templates and then we lose the correct formulas or standard wording. It costs an hour per incident to restore. What habit or access change will eliminate accidental edits to masters? Recommend one naming convention and one permission setting we can enforce this week.