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How to make Word documents fillable but not editable



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If contracts are part of your daily workflow, you know how frustrating it is for people to change parts of the document or form that they should not change. Fortunately, Microsoft Word has a developer tool that lets you protect the text in your document while allowing users to fill in spaces.

Make the document fillable, uneditable

For example, suppose you have a non-disclosure agreement that you want to send to an employee joining your business. You want to give the receiving person the opportunity to fill in the gaps in the document, but you also want to make sure that none of the information in the NDA is changed or changed in any way. It only takes a few steps to achieve this in Word. Here's how.

First, take the legal document you want to work with. Microsoft provides some basic templates, but there are also many websites where detailed, comprehensive online templates created by actual lawyers are made available free of charge. In this example, we'll use an NDA we got from the link above.

Once you've opened your document, it's time to add some controls and protections to it. First, you need to go to the "Developer" tab. By default, Word does not show this in the Ribbon. Click on "File".

tab At the bottom of the ribbon From the Options menu, choose.

 Options in Word

In the left pane of the Options menu, select Customize Ribbon.

 Customize Ribbon [19659005] On the right, select the Developer check box that you find under Customize Ribbon, and then click OK.

 Tab

Now you notice that the Developer tab appears between the View and Help tabs. Go on and go to the "Developer" tab.

tab Find the Controls group, where you'll see various rich text or plain text content control options. Images, combo boxes, drop-down lists, date picker boxes, check boxes, or building block controls.

 Content Control Options

Let's put it into practice. In the signature section of our NDA template, we insert a date picker and a rich text field into which we can enter the date of our agreement and the printed name.

Move the cursor to the desired location to insert a date picker. We place ourselves here:

 Insert Date Range 1

Next, on the Developer tab, select "Date Picker Content Control" (the calendar icon). [19659005]   Calendar Icon

A box is now displayed. Click the arrow and select a date from the displayed calendar.

 Select Date

Next, remove the lines next to "By:" and replace them with a rich text field. After the lines have been deleted, place the insertion point where you want:

 Rich Text Position 1

On the Developer tab, click the Rich Text Content Control button ".

 Rich Text 1 "width =" 303 "height =" 126 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this. onerror = zero; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

Your text box is now displayed. Repeat the steps for the next line into which you want to insert a name, and look something like this:

<img class = "alignnone size-full wp-image-398340" data-pagespeed-lazy- src = "https://www.howtogeek.com/wp-content/uploads/2018/12/finished-signature.png.pagespeed.ce.KeWG9Emd1S.png" alt = "Finished Signature" width = "606" height = "226" src = "/pagespeed_static/1 .JiBnMqyl6S.gif" onload = "pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);" onerror = "this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); [194590031] Fillable Sections for text and date.

This feature is especially useful for forms that are sent frequently and that contain multiple sections that would need to be filled in by the recipient. Take the first paragraph of our NDA, for example:

 first paragraph "width =" 629 "height =" 178 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagesp eed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

Only this one paragraph consists of seven parts that need to be filled out. It makes sense to turn it into a fillable shape.

In the future, an NDA is not a document whose content is changed frequently. When you send a contract to sign, you also want to make sure that none of the content has been changed and then returned to you without your knowledge. Restricting the editing rights for the receiving party is an excellent way to protect the integrity of the document and you too.

To make a document unworkable, first select all the text in the document by pressing Ctrl + A. When all the text is highlighted, on the Developer tab, in the Protect group, click Restrict Editing.

<img class = "alignnone size-full wp-image-398342" data-pagespeed-lazy-src = "https://www.howtogeek.com/wp-content/uploads/2018/12/Restrict-Editing .png.pagespeed.ce.HToBJn-U3-.png "alt =" Restrict Editing "width =" 337 "height =" 130 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); [194590Selectthe"EditRestrictions"optionintherightpane

 Editing Restrictions "width =" 212 "height =" 211 "src =" /pagespeed_static / 1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); " onerror = "this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

In the same section, click the arrow to mark it next. -Down menu appears and select" Fill Forms. " "

<img class =" alignnone size-full wp-image-398344 "data-pagespeed-lazy-src =" https://www.howtogeek.com/wp-content/uploads/2018/12/xediting -restrictions-filling-in-forms.png.pagespeed.gp + jp + jw + pj + ws + js + rj + rp + rw + ri + cp + md.ic.77ZiHsaO0q.png "alt =" Editing restrictions when filling in Forms "width =" 213 "height =" 272 "" src = "/pagespeed_static/1.JiBnMqyl6S.gif" onload = "pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);" onerror = "this.onerror = null; pagespeed.lazyLoadImages .loadIfVisibleAndMayB Finally, select "Yes, Force Protection."

 Force Protection "width =" 202 "height =" 340 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages. loadIf VisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

To give your document additional protection, you are prompted to create a password. This is completely optional. If you decide to do so, enter a password and click "OK". Otherwise just click on "Cancel".

 password "width =" 300 "height =" 122 "src =" /pagespeed_static/1.JiBnMqyl6S .gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

Done. Now you have a fillable document that is protected against accidental (or intentional) editing. The example used here is only one of many applications in which this function would prove useful. Use this feature the next time you have a questionnaire or legal form to send!


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