1

I have a word document in 2010. The document is a series of questions to be asked to the customer. All the technicians open the document while talking to the customer. Technicians should be able to write in the document but if they try to save it, it should prevent them from doing so. How is this possible. In word 2007, I kept a password for the document. so it gives an options to do ready only if you don't know the password.

Improve this question
3
  • 1
    The option you used within Word 2007 still exists with Word 2010
    – Ramhound
    Aug 19, 2014 at 15:40
  • Make the file read-only.
    – gronostaj
    Aug 19, 2014 at 15:41
  • You can probably get this behavior by converting the document to PDF.
    – G-Man Says 'Reinstate Monica'
    Aug 19, 2014 at 19:21

2 Answers 2

Reset to default
4

Use a Word template (DOTX) instead of a document (DOCX), as your master/source.

A template is a document type that creates a copy of itself when you open it.

This will allow them to edit it and even save it (if desired), but won't save over the original source document (template).

All you have to do is open a template and fill in the text and the information that is specific to your document. When you save the document as a .docx or .docm file, you save your document separately from the template on which it is based.

Lots of info and instruction on templates is available in Word's help, and at office.microsoft.com.

Improve this answer
1

Click file > save as, choose a template file enter image description here

Save this in each users' template folder, and it will be selectable as a template when they open up Word.

Alternatively, save the document anywhere, right click and go to properties and choose "read only". This will allow them to open the document but will be presented with the "Save as" box when they go to save it.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .