Protecting Portions of Documents

[green]

I work at a company where we work with multiple documents with similar
formatting. We do have a template with specific styles. We want the
employees to be able to use the document as the basis of their documents, but
we do not want them to be able to change certain things such as header
format, table headers, or privacy statements.

Is there a good way to protect only these portions of the documents or
template while allowing the employees to update only the specific document
numbers and dates within the protected portions?

Thanks

 

[macropod]

Hi green,

If you use Section breaks to separate the parts of the document that you want to be editable from those that shouldn't be, you could
then protect the document for forms, making only the 'uneditable' Sections protected (see under Tools|Protect Document - or Alt-t,
p).

Cheers

 

[green]

Thanks for your help

This is close to what I want, but not exactly. How would I be able to
protect everything in these sections except for document numbers, dates, and
permission numbers? these numbers within the section still need to be
editable, but the rest should stay the same throughout all of the documents.

Thanks

Hi green,

If you use Section breaks to separate the parts of the document that you want to be editable from those that shouldn't be, you could
then protect the document for forms, making only the 'uneditable' Sections protected (see under Tools|Protect Document - or Alt-t,
p).

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

I work at a company where we work with multiple documents with similar
formatting. We do have a template with specific styles. We want the
employees to be able to use the document as the basis of their documents, but
we do not want them to be able to change certain things such as header
format, table headers, or privacy statements.

Is there a good way to protect only these portions of the documents or
template while allowing the employees to update only the specific document
numbers and dates within the protected portions?

Thanks

 

[macropod]

Hi green,

To make only the document numbers, dates, and permission numbers editable, you'd insert formfields for them. Word gives you the
option of using Text formfields, into which anything can be typed, and dropdown formfields, where the user can select only from a
pre-defined list.

Something that might also be useful is that either approach allows the data to be replicated elsewhere in the document without the
user having to re-key it, via cross-referencing. See:
http://gregmaxey.mvps.org/Repeating_Data.htm
and
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thanks for your help

This is close to what I want, but not exactly. How would I be able to
protect everything in these sections except for document numbers, dates, and
permission numbers? these numbers within the section still need to be
editable, but the rest should stay the same throughout all of the documents.

Thanks

Hi green,

If you use Section breaks to separate the parts of the document that you want to be editable from those that shouldn't be, you
could
then protect the document for forms, making only the 'uneditable' Sections protected (see under Tools|Protect Document - or
Alt-t,
p).

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

I work at a company where we work with multiple documents with similar
formatting. We do have a template with specific styles. We want the
employees to be able to use the document as the basis of their documents, but
we do not want them to be able to change certain things such as header
format, table headers, or privacy statements.

Is there a good way to protect only these portions of the documents or
template while allowing the employees to update only the specific document
numbers and dates within the protected portions?

Thanks