#1
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Creating a word report and give out permissions to edit and endorse
Hi! I have basic knowledge in Word and i'm wondering about some of the functionalities. If i'm creating a template in word for a report, is there some way to hand out permissions to some users to edit one part of the document, and for other users to endorse the same field. For example: I'm filling out a report for a customer, and before it's done my boss needs to review the document and authorize it. And for example klick in a check box which locks the whole document for further editing. Can you create this with some sort of button? Is it possible to do? I know how to make certain users available to edit certain parts of a document but need to know if some else can endorse so it becomes visible that the document is approved |
#2
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Check out Word's Editing Restrictions options. That can be used to designate who may edit what parts of a document. As for locking, the person who is to do that could changes the restrictions to 'filling in forms' - and apply a password, if they wish.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thanks!
Although i'm having some issues handing out permissions to my co-workers. I'm trying to hand out permissions to one of my co-workers and I understand I have to add him as a user. I know how to add him but the system can't find him when his added. I've tried adding his email(which is linked to his Office account). But when i send the document to him he can't change the field as he should be able to do. That's my problem now. |
#4
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When I restrict editing with exceptions, I make the exceptions apply to everyone and just send it to the person I want to be able to edit it.
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