Saving Read-Only or PW Protected Docs


Concept

In this topic you will learn how to make a document read-only, set a password for a document, and control what types of changes can be made to a document.


Steps:

  1. To save the document as Read-Only:

     

    Click the File Tab.

    Step 1
  2. Click Protect Document.

    Step 2
  3. Click Mark as Final.

    Step 3
  4. Click OK.

    Step 4
  5. Click OK.

    Step 5
  6. The document has been marked as final and is now Read-Only.

    Step 6
  7. To set a password for the document:

     

    Click the File Tab.

    Step 7
  8. Click Protect Document.

    Step 8
  9. Click Encrypt with Password.

     

    When you select Encrypt with Password, the "Encrypt Document" dialog box appears.

    Step 9
  10. In the Password box, type a password.  In this example, enter: protect

     

    Important:  Microsoft cannot retrieve lost or forgotten passwords.

     

    Step 10
  11. Click OK.

    Step 11
  12. Click in the Reenter password: field.

    Step 12
  13. Reenter your password.  

     

    The password is:  protect

    Step 13
  14. Click OK.

    Step 14
  15. The document is protected and a password is required to open it.

    Step 15
  16. Restrict Editing:

     

    Control what types of changes can be made to a document.

    Step 16
  17. Click the File Tab.

    Step 17
  18. Click Protect Document.

    Step 18
  19. Click Restrict Editing.

    Step 19
  20. When you select Restrict Editing, you see three options:

     

    Formatting restrictions

    Editing restrictions

    Start enforcement

    Step 20
  21. Formatting restrictions:

     

    Click Limit formatting to a selection of styles: This reduces formatting options, preserving a look and feel.

     

    Click Settings to select which styles are allowed.

     

     

     

    Step 21
  22. Editing restrictions:

     

    Click Allow only this type of editing in the document:  You control how the file can be edited or you can disable editing.

    Step 22
  23. Editing restrictions allow you to click Exceptions or More users to control those who can edit.

    Step 23
  24. Start enforcement:

     

    Click Yes, Start Enforcing Protection to select password protection or user authentication.

    Step 24
  25. The Start Enforcing Protection dialog box appears.  From here you can select:

     

    Password

    User authentication

     

    You can also click Restrict permission to add or remove editors who will have restricted permissions.

    Step 25

After completing this topic you can make a document read-only, set a password for a document, and control what types of changes can be made to a document.