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Friday, March 19, 2010

Creating protected stationary in Word 2007

I have been working on creating a protected  stationary in Word 2007. The challenge is to protect the section of your document which has  your stationary, a company letterhead for  example, so it cannot be tampered with, while  allowing complete formatting for pasting text  to the rest of the document. You can do this by  making 2 sections to your document, the  letterhead section and then the rest of the  document. You would protect the Letterhead  section while allowing everyone to edit the rest  of the document.

Here is a method that I have discovered with  step by step instructions below.


1 . First create your letterhead and paste it into  the top of the document. Do not use headers  since you probably only want your letterhead  on the first page and you want normal margins  for following pages. Then press the enter key to  go to the next line of your document.

2 . Next in the Home menu on the Paragraph tab  click "Show/Hide" (last icon on top right) to show  your paragraph marks and hidden symbols. You  will need this to keep track of your section  breaks.

3 . Now go to the Page Layout menu and in the  Page Setup tab, select Breaks and then click on  Continuous. This creates a new section on the  same page.

4 . Go to the Review menu and select Protect  Document and click on Restrict Formatting and  Editing.

5 . Put your cursor on the line with the Letterhead  and then under item 2. Editing Restrictions   select "Allow only this type of editing in the  document:" and select "No changes (Read only) " from the drop down menu. This will lock your  letterhead from editing.


6 . Move your cursor to the next section of your  document (below the section break) and under  "Exceptions (optional)" on the right hand side  select "Changes: Everyone". This will allow  everyone to edit the second part of your  document.

7 . On the bottom right tab under item 3. Start  enforcement, click "Yes Start Enforcing  Protection".

8 . You may add a password (required to stop  protecting) if you like.

9 . You can now paste text to your document in the  area highlighted in yellow while your  letterhead is protected from all changes.

2 comments:

  1. In Step 1, you should become familiar with having a different header on the first page, or different odd/even headers.

    Go to Page Layout->Page Setup->Layout and you will see the options. By checking "Different first page" you get the behavior that you want without the letterhead being in your document.

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  2. Headers still cause problems as a letterhead when they are not protected. When you copy and paste text into the letter they can go all over the place and when you select all text, the header can easily get erased. Even when protecting a document, the letterhead is a header set only for the first page can cause formating problems for a second page as your margins will be moved down to reflect the nonexistent header. It's easier to just make your letterhead in textboxes in the first section on Page 1 and protect it with the rest of the document unprotected.

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