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How to password protect a Word template

Summary

If you are using a Word template rule in your application, you can protect (that is, enable security for) sections of the Word document that application users can create. This article describes how to enable protection in a Word template to be used in your application flow. For a complete description on how to merge properties into a Word template and include it in your application flow, see How to use Word Template-based correspondence generation.

Note: Microsoft Word 2007 was used for the procedure and examples in the article.

Suggested Approach

This process has two parts:

  • Breaking your document into Sections for targeted protection
  • Protecting Sections of your document

Breaking your document into Sections for targeted protections

  1. Open your document.
  2. Click View.
  3. Optionally, switch from your current view (in this case, Print Layout) to Outline.

    Important: Before saving the template, be sure to switch to any mode other than Outline.

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Current document view. Click Outline as shown below.

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  1. To insert section breaks in your document, go to Page Layout > Breaks, and click Continuous.
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  2. Insert Continuous Section Breaks before the sections in your document you wish to protect.

 Protecting Sections of your document

  1. Choose Review > Protect Document.
  2. At Protect Document select Restrict Formatting and Editing toolbar.

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  3. At the Restrict Formatting and Editing toolbar, check Allow only the type of editing in the document under Editing restrictions.

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  4. Click Filling in forms in the dropdown box.

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  5. Click Select sections.

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  6. The Section Properties pop-up appears. Select the sections you wish to protect.

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  7. After selecting your protected sections, click Yes, Start Enforcing Protection.

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  8. At the pop up, it is important that you do notenter a password. Click OK.

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  9. Save your template with changes.

    Important: Before saving the template, be sure to switch to any mode other than Outline.

  10. In your application, save the document into the Word Template rule. Then save the Word Template rule form. For a complete description on how to merge properties into a Word template and include it in your application flow, see How to use Word Template-based correspondence generation.

Document Protection in Word 2003

The approach to document protection in Word 2003 is slightly different from Word 2007.

  1. Choose Tools > Protect Document. The Protect Document task pane appears.
  2. Under Editing restrictions, select Filling in forms in the dropdown.
  3. The Select Sections link appears. Click and uncheck the sections that you do not wish to protect.
  4. Save your template with changes. 
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