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Sharepoint Services, Read only documents with form fields

Posted on 2009-04-14
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Last Modified: 2012-05-06
I'm running Sharepoint Services 3.0 with a office 2003/2007 mix

Is there a way to open a document up read only but still allow the user to fill in the form fields and print (maybe even save as off the site?)

I'm sure I'm doing something goofy.
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Question by:Cruizectrl
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7 Comments
 
LVL 21

Expert Comment

by:66866
ID: 24147002
When you say form fields, are you talking about the meta data information?
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by:Cruizectrl
ID: 24147788
No.

I have many .doc's where the layout cant change.  But users should be able to fill out the forms and print ONLY.  If they want to save, they need to save a local copy.  Problem is, sharepoint only gives two options to open a document (not sure if we can change it) Read only and Edit.
Read only will lock the entire form and display "This modification is not allowed because the selection is locked."  I dont remember seeing this for 2003 at all.  Edit will allow users to enter data into the fields but also allow them to save the document which is not what I want.
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LVL 21

Expert Comment

by:66866
ID: 24147856
If you don't want users to modify the document in the Sharepoint document library, why don't you given them read-only access on the document library. This way, when click on "Edit" it will store a cached copy on their local machine and not on the server.
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Author Comment

by:Cruizectrl
ID: 24147874
And then have edit as the default option when opening a file from sharepoint?

So I set the read-only access through the actual NTFS permissions on the document folders in the \\companyweb or is this somewhere in sharepoint as well?
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LVL 21

Expert Comment

by:66866
ID: 24147911
You can set the permission at the document library level by going to the library settings and clicking on "Permissions for this library"
I would create a group with "Read" access and add the users to this group (in Sharepoint)
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LVL 1

Author Comment

by:Cruizectrl
ID: 24148051
Are we talking in the backend of the server or editing throught the front end
(can you tell I'm new) ?
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LVL 21

Accepted Solution

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66866 earned 250 total points
ID: 24148267
"front-end" meaning on the Sharepoint Site...
You can create a Security group at a site level by going to "Site Settings", "People and Groups" and click on "New-->New Group"
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