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This chapter is from the book

Protecting a Form

You must protect a legacy form to use its fields. With content controls, protecting the form is optional but recommended.

There are several types of document protection, but the type we’re interested in here makes the document uneditable except in the form fields.

To protect a form, follow these steps:

  1. On the Developer tab, click Restrict Editing. The Restrict Editing task pane opens.
  2. In the Editing Restrictions section, mark the Allow Only This Type of Editing in the Document check box.
  3. Open the drop-down list below the check box and choose Filling In Forms (see Figure 16.17).

    Figure 16.17

    Figure 16.17 Set up protection for the form so that only the fields are editable.

  4. Click Yes, Start Enforcing Protection. The Start Enforcing Protection dialog box opens.

    If this button is not available, make sure you are not still in Design mode. Click Design Mode on the Developer tab to turn it off if needed.

  5. To put a password on the protection (recommended), type the desired password in the Enter New Password (Optional) box, and then retype it in the Reenter Password to Confirm box.
  6. Click OK.

The Restrict Editing task pane remains open; close it if desired by clicking the X in its upper-right corner.

To remove the protection so you can further edit the form, follow these steps:

  1. If the Restrict Editing task pane is not already displayed, click Restrict Editing on the Developer tab.
  2. Click Stop Protection.
  3. If you put a password on the protection, a dialog box appears prompting you for the password; enter it and click OK.
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