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How to prevent user from editing a document


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I'm not sure if this is even possible, but I was hoping someone here may have an idea for me.

Basically what i'm looking for is a way to have a template, say a contract agreement that can have customer info and scope of work added etc. However, after the initial contract is created it can't be edited. The reason we want this is because when the contract is still being touched up, someone may make a small edit that will be missed.

The only thing I can think of is to have the person who creates the contract to submit it as a PDF and that's it. Right now the current format of the Contract is a Word Document.

I hope that makes since what i'm trying to accomplish.

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There's various permissions you can assign to a word document; flat out denying changes, tracking changes (with user permissions), restrict to certain areas, etc etc. You can either just deny the changes entirely or have them show up as revisions so it's obvious if something changed, a few ways you can go. I'd probably start with that.

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once the contract is signed you can print it as a pdf file using cute pdf or other pdf creating utilities. this way you can go back and change the template in word and reuse it for your next contract and the signed and filled out version will be a pdf file that can no longer be edited by anyone. it's basically a digital printing processes.

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Just to expand on that, if you go the PDF route 2010 has PDF creation built in; I forget with 2007, I think that was a free addon from Microsoft but I forget, been a while. Permissions sound a lot simpler though.

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There's various permissions you can assign to a word document; flat out denying changes, tracking changes (with user permissions), restrict to certain areas, etc etc. You can either just deny the changes entirely or have them show up as revisions so it's obvious if something changed, a few ways you can go. I'd probably start with that.

<snip>

That is awesome man. Thank you so much. The only thing is we are running 2007 so I had to go through the Microsoft Information Rights Management process that requires a Live ID. This however is a good incentive to upgrade us all to 2010.

Thank you again Max :)

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