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Protecting Word Document

Posted on 2016-10-04
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Last Modified: 2016-10-31
Hi all

Iam making a template for an invoice what can i do so the customer cant change
 the main template, but allowed to fil in certain areas

Thanks
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Question by:davy999
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5 Comments
 
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by:Brian B
Brian B earned 100 total points (awarded by participants)
ID: 41828058
You would have to put in text boxes where they are supposed to enter the information and then protect the document.

Edit to add: Also keep in mind that of you make a document an actual template format file, Word will use that to create a new document based on the template rather then open the template itself, which will help prevent the user fro accidentally writing over the template.
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GrahamSkan earned 400 total points (awarded by participants)
ID: 41828198
If you don't have to support pre-2007 Word users, you should use Content Controls as found in the Controls group of the Developer tab. For Word up to 2003, you will have to use Legacy Form fields hidden in the same group.

Protect the document for filling in forms via the Protect Document on the same tab
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by:davy999
ID: 41836608
Thanks Graham

Works fine
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LVL 24

Expert Comment

by:Brian B
ID: 41840449
Hi Davy,

If you have found an answer then please mark whatever solutions you feel are the best and assisted solutions in order to close the question.

Thanks!
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