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Restricting what parts of a template may be edited

Overview

How to restrict what parts of a template may be edited.

Resolution

Note: Excel restriction described at end of this page. PowerPoint does not have this functionality.

You can set a Word template to only allow certain parts of the document to be editable (sample attached to this post below - editing p/w is test). You turn this on with Review, Protect Document, Restrict Formatting and Editing.

 

Step1.png

 

Check the box "Allow only this type of editing in the document." At this point the entire document is editable, but it is all set to be marked uneditable. You then go through and select all parts you wish to be editable and set them as editable.

 

Step2.png

 

You now select text you wish to remain editable, and then check the box under Exceptions to select who can edit that selection. Please note that by clicking "More users..." you can be very specific on who can edit it, and use domain groups.

 

Step3.png

 

Then you convert the file to enforce the restrictions you just created by clicking on "Yes, Start Enforcing Protection". Please note that you can turn highlighting the editable regions on/off.

Excel

2003

Step 1: on Main menu ->Tools -> Protection -> Allow Users to Edit Ranges...
Then select editable range.
Step 2: on Main menu ->Tools -> Protection -> Protect Sheet...

2007

Step 1: on Review Tab -> Changes Group -> Allow Users to Edit Ranges...
Then select editable range.
Step 2: on Review Tab -> Changes Group -> Protect Sheet

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