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How to I lock a template for modification only?



 
 
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  #1  
Old February 24th, 2006, 05:40 PM posted to microsoft.public.word.docmanagement
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Default How to I lock a template for modification only?

I want to lock the template so that if someone opens it from Word, i.e. it
opens as a .dot document, they would be required to enter a password. But if
they double-click on the template, it should just open a new document without
requiring a password.
  #2  
Old February 24th, 2006, 07:20 PM posted to microsoft.public.word.docmanagement
external usenet poster
 
Posts: n/a
Default How to I lock a template for modification only?

You can't do this unless macros are enabled. The user can always disable
macros.

What I do in some of my Add-Ins (that would never be used to create a new
document) is have an AutoNew macro that opens the template and closes the
new document without saving. You could do an AutoOpen macro that (1) tests
to see if the ActiveDocument is a template or a document, and (2) if a
template, creates a new document based on the template and closes the
template. You could have it first ask for a password and if the password
were typed in, just leave the template open. The password could be hard
coded or could be a document variable. This is not secure, at all, but would
keep someone from accidentally opening and changing your template. You can
also store the template as read-only (at the operating system level, not
using Word's read-only setting).

I would, instead, or in addition, train users to use FileNew to access
templates, or create a templates menu for the standard templates.
http://addbalance.com/word/templatesmenu.htm
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"PegSCK" wrote in message
...
I want to lock the template so that if someone opens it from Word, i.e. it
opens as a .dot document, they would be required to enter a password. But
if
they double-click on the template, it should just open a new document
without
requiring a password.



  #3  
Old February 24th, 2006, 07:53 PM posted to microsoft.public.word.docmanagement
external usenet poster
 
Posts: n/a
Default How to I lock a template for modification only?

If you save a template with a password to modify, this doesn't affect the
ability to create documents based on it, does it? Just the ability to modify
styles, layout, etc., and write the changes back to the template.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Charles Kenyon" wrote in message
...
You can't do this unless macros are enabled. The user can always disable
macros.

What I do in some of my Add-Ins (that would never be used to create a new
document) is have an AutoNew macro that opens the template and closes the
new document without saving. You could do an AutoOpen macro that (1) tests
to see if the ActiveDocument is a template or a document, and (2) if a
template, creates a new document based on the template and closes the
template. You could have it first ask for a password and if the password
were typed in, just leave the template open. The password could be hard
coded or could be a document variable. This is not secure, at all, but

would
keep someone from accidentally opening and changing your template. You can
also store the template as read-only (at the operating system level, not
using Word's read-only setting).

I would, instead, or in addition, train users to use FileNew to access
templates, or create a templates menu for the standard templates.
http://addbalance.com/word/templatesmenu.htm
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"PegSCK" wrote in message
...
I want to lock the template so that if someone opens it from Word, i.e.

it
opens as a .dot document, they would be required to enter a password.

But
if
they double-click on the template, it should just open a new document
without
requiring a password.




  #4  
Old February 24th, 2006, 08:35 PM posted to microsoft.public.word.docmanagement
external usenet poster
 
Posts: n/a
Default How to I lock a template for modification only?

I'm not sure what this does. I just tried it and it didn't seem to actually
require any password.

I created a new template and saved it setting a password to modify. I did
not otherwise protect it.

I closed the template and Word. I reopened Word, created a new document
based on the template, modified a style marking it to add to template, and
then saved the template, without being prompted for the password.

On the other hand, I tried protecting the template so that a password was
needed to edit it.

When I created a new document based on that template, I needed the password
before I could make any changes to the document.
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"Suzanne S. Barnhill" wrote in message
...
If you save a template with a password to modify, this doesn't affect the
ability to create documents based on it, does it? Just the ability to
modify
styles, layout, etc., and write the changes back to the template.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup
so
all may benefit.

"Charles Kenyon" wrote in message
...
You can't do this unless macros are enabled. The user can always disable
macros.

What I do in some of my Add-Ins (that would never be used to create a new
document) is have an AutoNew macro that opens the template and closes the
new document without saving. You could do an AutoOpen macro that (1)
tests
to see if the ActiveDocument is a template or a document, and (2) if a
template, creates a new document based on the template and closes the
template. You could have it first ask for a password and if the password
were typed in, just leave the template open. The password could be hard
coded or could be a document variable. This is not secure, at all, but

would
keep someone from accidentally opening and changing your template. You
can
also store the template as read-only (at the operating system level, not
using Word's read-only setting).

I would, instead, or in addition, train users to use FileNew to access
templates, or create a templates menu for the standard templates.
http://addbalance.com/word/templatesmenu.htm
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"PegSCK" wrote in message
...
I want to lock the template so that if someone opens it from Word, i.e.

it
opens as a .dot document, they would be required to enter a password.

But
if
they double-click on the template, it should just open a new document
without
requiring a password.






  #5  
Old February 24th, 2006, 10:45 PM posted to microsoft.public.word.docmanagement
external usenet poster
 
Posts: n/a
Default How to I lock a template for modification only?

"Password to modify" and "password to edit" mean the same thing to me; do
you mean "password to open"? I guess Word does see the template as being
"open," since it creates an owner file for it, but if setting a password to
modify doesn't do the trick, I think it should. The only other alternative
is to make the template read-only (through Windows) and put it in a folder
to which users don't have access, but that could also cause problems. Just
making it read-only, though, might do the trick; I have seen this
recommended.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Charles Kenyon" wrote in message
...
I'm not sure what this does. I just tried it and it didn't seem to

actually
require any password.

I created a new template and saved it setting a password to modify. I did
not otherwise protect it.

I closed the template and Word. I reopened Word, created a new document
based on the template, modified a style marking it to add to template, and
then saved the template, without being prompted for the password.

On the other hand, I tried protecting the template so that a password was
needed to edit it.

When I created a new document based on that template, I needed the

password
before I could make any changes to the document.
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"Suzanne S. Barnhill" wrote in message
...
If you save a template with a password to modify, this doesn't affect

the
ability to create documents based on it, does it? Just the ability to
modify
styles, layout, etc., and write the changes back to the template.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the

newsgroup
so
all may benefit.

"Charles Kenyon" wrote in message
...
You can't do this unless macros are enabled. The user can always

disable
macros.

What I do in some of my Add-Ins (that would never be used to create a

new
document) is have an AutoNew macro that opens the template and closes

the
new document without saving. You could do an AutoOpen macro that (1)
tests
to see if the ActiveDocument is a template or a document, and (2) if a
template, creates a new document based on the template and closes the
template. You could have it first ask for a password and if the

password
were typed in, just leave the template open. The password could be hard
coded or could be a document variable. This is not secure, at all, but

would
keep someone from accidentally opening and changing your template. You
can
also store the template as read-only (at the operating system level,

not
using Word's read-only setting).

I would, instead, or in addition, train users to use FileNew to access
templates, or create a templates menu for the standard templates.
http://addbalance.com/word/templatesmenu.htm
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"PegSCK" wrote in message
...
I want to lock the template so that if someone opens it from Word,

i.e.
it
opens as a .dot document, they would be required to enter a password.

But
if
they double-click on the template, it should just open a new document
without
requiring a password.






 




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