Making Your Document Fillable, Not EditableLet’s say, for example, that you have a non-disclosure agreement that you want to send out to an employee that will be joining your company. Other people can use Excel to fill out the form and then print it if they choose to. Step 1: Show the Developer tabUnder In Ribbon, Show, select Developer tab.On the Developer tab, click the control that you want to add.In the worksheet, click where you want to insert the control.To set specific properties for the control, hold down CONTROL and click the control, and then click Format Control.In the Format Control box, set the properties that you want, such as font, alignment, and color.Repeat steps 1 through 4 for each control that you want to add.Step 3: Protect the sheet that contains the formOn the Tools menu, point to Protection, and then click Protect Sheet.Select the protection options that you want. LessThat’s just as true with mail merge in both WordPerfect and Word.First, you need to get into the “Developer” tab. In this example, we’ll be using an NDA that we grabbed from the above link.Once you have your document pulled up, it’s time to add some controls and protection to it. Microsoft provides a few basic templates, but there are also a lot of websites that provide detailed, comprehensive legal templates online for free, drawn up by actual attorneys. Here’s how.First, grab the legal document you want to work with. It only takes a few steps to achieve this in Word.This is completely optional. Restricting editing rights for the receiving party is a great way to protect the integrity of the document, as well as yourself.To make a document un-editable, first, select all the text in the document by pressing Ctrl+A. Once all of the text is highlighted, click “Restrict Editing” in the “Protect” group on the “Developer” tab.In the “Restrict Editing” pane that appears on the right, select the option under the “Editing Restrictions” section.Next, in the same section, click the arrow to make the drop-down menu appear and select “Filling in forms.”Finally, select “Yes, Start Enforcing Protection.”To give your document an added layer of protection, you’ll be prompted to create a password. Similarly, when sending out a contract to be signed, you want to make sure that none of the content was altered then sent back to you without your knowledge. It makes sense to turn it into a fillable form.Moving forward, an NDA is not a document that would often have its content changed.
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