This article explains what types of document protection are supported in a Word template.
Prerequisites
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Restrict Editing
When Restrict Editing is clicked on the Developer tab in the Word ribbon, the form below is opened:
You can always create a document. If Update document is supported depends on the type of restriction selected:
Type of restriction | Create document | Update document |
---|---|---|
Limit formatting to a selection of styles | Supported | Supported |
Tracked changes | Supported | Supported |
Comments | Supported | Not supported |
Filling in forms | Supported | Not supported |
No changes (Read only) | Supported | Not supported |
When Yes, Start Enforcing Protection is clicked, this dialog is shown:
Templafy only supports the protection method Password. The protection method User authentication is not supported. If you upload a template to the Admin Center with this protection method enabled, the message 'File contains corrupted data' will be shown (because the file is encrypted):
NoteThe protection method User authentication is only available with the options Comments and No changes (Read only). |
Save As dialog
The 'Save As' dialog from Word also provides the ability to protect a document when General Options is selected:
- The option Password to open (marked red in the General Options form above) is not supported. If you upload a template to the Admin Center with this option enabled, the message 'File contains corrupted data' will be shown as mentioned above.
- When the option Password to modify (marked blue) is enabled then you can upload the template to the Admin Center. However using this option is not recommended, because when a user creates a document a pop-up dialog will be presented to the user (asking for a password) to be able to create the document.
NoteTo restrict editing of smart fields in a document you can lock content controls. |
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