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Locked and Loaded in Version 13

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Posted on 04/28/2014

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Windward Studio’s upcoming version 13 release will usher in some exciting features, and I wanted to start off by introducing the long-requested feature of document locking.

What is Document Locking Anyway?

Document locking functionality in Microsoft® Office allows a user to selectively set security permissions on different sections of a document. When document locking is enabled, only the editable regions can be changed by a user, who either specifies a password or is authorized through Active Directory user-based authentication.

Turning off document protection requires entering the password protecting the document or logging into a machine with an Active Directory user account that is authorized to make document changes.

If you would like to see a sample showing how document locking can be set up, there is a great blog post over at iTree Tutorials demonstrating it on a simple text box.

How Does Windward Studios Fit into the Picture?

When documents pass through Windward Studios, products are disassembled in memory, tags are processed with data returned, and the final document format is built around the document format specification (PDF, DOCX, XLSX, PPTX, HTML, etc).

We strive to bring as much functionality from the document specification, as designed by the template creator, to the final output as possible. In the past, if you enabled document locking in a template, that functionality was not brought over to the final output. Now that Windward has enabled this functionality, you can apply it not only to static Microsoft Office content but dynamic Windward elements as well.

Great News! How Do I Get Started?

There are a few steps needed to start specifying locked and editable regions of your already existing documents. Most are defined nicely in the iTree Tutorial above, so I will only give the major steps.

  1. Enable the Developer Tab in Microsoft Office. This contains the Restrict Editing button.Document Locking Ribbon
  2. Open your document.
  3. Click Restrict Editing in the Developer Tab to open the Restrict Editing Sidebar.Restrict Editing Sidebar
  4. Select how you want to restrict your document by checking Allow only this type of editing in the document.
    1. By Style using formatting restrictions, you can have certain styles restricted to make it easier to automatically select sections of the document that are editable or locked.Restrict Styles
    2. By Selection using editing restrictions, you can specify what can be edited from the list below:
      1. Tracked Changes
      2. Comments
      3. Filling in Forms
      4. No Changes (Read only)
  5. Specify Exceptions. In the Exceptions section you can specify users from the Active Directory that are allowed to make changes to the document
  6. Start Enforcement. Click on this button in the sidebar and you are prompted to either set a password or use Active Directory user authentication.Enforce Protection
  7. Click OK and your document restrictions are now in effect. They will be propagated to your final output report.Locked Document Edit

Start Unlocking Your Document Locking Potential Now!

Sign up for Windward Studios’ Official Beta Program at the link below. You will receive details in the coming weeks on how to access the beta portal and download a beta release of version 13.

Unlock Your Potential Now

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Author: Ryan Fligg

Ryan, Windward's Sales Engineer, has been with Windward since 2006 in many roles as a sales engineer, IT specialist and account executive. Ryan's background fuels his desire to guide Windward's product development. He now works on the future vision of Windward offerings through creating the product roadmap, responding to customer requests, and communicating what Windward is doing and where it’s headed.

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