8. October 2014 10:20

How to set partial document editing restriction in templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM

Example

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Figure 1: Example template – only the areas highlighted in yellow can be edited. 

You can find the [Restrict Editing]-button in the Review-tab in Word. 

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Figure 2: Restrict Editing-feature in MS Word

Once you have clicked on the button, an interface will open up to work with document restrictions. You can set the whole document to Read Only and select areas that will be excepted from the restriction (which will be editable for other users). You can also select which users are allowed to edit these areas.
As soon as you have decided which settings fit best, click on the [Yes, Start Enforcing Protection]-button. 

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Figure 3: Restrict Editing-interface in Microsoft Word

Now the Protection Method-dialog opens. You can select to protect the document either with a Password or by user authentication

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Figure 4: Select the protection method for your document in MS Word

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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