• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to set partial document editing restriction in templates

How to set partial document editing restriction in templates

207 views 0 Updated on July 27, 2022

This blog article outlines how to use the MS Word Restrict Editing–functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM

Example

image

Figure 1: Example template – only the areas highlighted in yellow can be edited.

You can find the [Restrict Editing]-button in the Review-tab in Word.

image

Figure 2: Restrict Editing-feature in MS Word

Once you have clicked on the button, an interface will open up to work with document restrictions. You can set the whole document to Read Only and select areas that will be excepted from the restriction (which will be editable for other users). You can also select which users are allowed to edit these areas.
As soon as you have decided which settings fit best, click on the [Yes, Start Enforcing Protection]-button.

image

Figure 3: Restrict Editing-interface in Microsoft Word

Now the Protection Method-dialog opens. You can select to protect the document either with a Password or by user authentication.

image

Figure 4: Select the protection method for your document in MS Word

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

Yes  No
Related Articles
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
  • DocumentsCorePack Template Designer Settings
  • How to solve: Failed to connect to an IPC Port
Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.