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Restrict Document Editing


This demonstrates how to utilize Word’s ability to restrict document editing in conjunction with Resware’s document templates.

Adding Word’s Developer Tools

  • Open Word.
  • Click on File.

  • Click Options.

  • Click Customize Ribbon.
  • Check Developer.
  • Click OK.

Adding editable fields to the template

Admin/Documents and Templates/Templates

  • Select the template that should be restricted and click Edit.
  • Put the cursor where the user should be able to edit when the document is restricted.
  • Go to the Developer tab and click on the Legacy Tools option.
  • Use the ab Legacy Forms tool to insert pause fields.
    • NOTE: Word’s pause fields must be used for users to be able to insert information into restricted documents. If Resware’s pause fields are used, this functionality will not work.

  • The text form fields look like “o o o o” when inserted into the template.

  • After the template has been fully formatted, exit design mode by unclicking Design Mode on the Developer tab.

Restricting editing on the document

Admin/Documents and Templates/Templates

  • Edit the template and go to the Developer tab.
  • Click Restrict Editing.
    • NOTE:  Design Mode cannot be in use when Restrict Editing is selected.  If the template needs to be edited, the restriction will have to be removed.
  • In section 1, check Limit formatting to a selection of styles.
  • In section 2, check Allow only this type of editing in the document and select filling in forms from the dropdown list.
  • In section 3, select Yes, Start Enforcing Protection.
  • Set a password to protect this document.
  • Save the document to the server.

Example on a file


  • Click Create and select the template.
  • Enter data in each text form field.
    • Using the Tab key on the keyboard is the most efficient way to move from field to field.
    • Users will only be able to enter data in text form fields; the rest of the document will be restricted.

Updated on January 5, 2022

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