MS Word 2010 - Restrict Editing in a Template

[Jaryd]

Hello all,

I made a pretty simple form in MS Word 2010. I then set some Restrict Editing criteria. Perfect. Now I save the doc as a template and the Restrict Editing does not hold.

Does anyone know a way around this? I am decent at Excel VBA, do I need to do a macro enable template and have the restrictions added upon open?

Thanks

 

[Jaryd]

I find a way to make this work for me.

I needed some restriction free text boxes which I found in Legacy Forms -> "Text Form Field." The standard ones would not let users use bake breaks and or copy and paste into with formatting.

Templates will apparently will keep Restrict Editing for "Filling in Forms" but not for "Comments" Who knew?

 

[Macropod]

In Word 2007 & later, you have the option to use either formfields or content controls. Formfields retain compatibility with Word 2003 & earlier, bit content controls are more flexible. Formfields require the use of forms protection ("Filling in Forms" - one of the Editing restriction options) and severely limit what can be done in a document. You can use that with content controls too, but content controls don't even require editing restrictions to work and also support the newer "No Changes (Read Only)" restrictions. Those allow you to specify which parts of a document the user can edit.

None of this requires any macros. I suggest you read some basic forms documentation, such as:
Create forms that users complete or print in Word - Word
Create a Form Using Word Content Controls