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Template, Mail Merge and Protection

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ch_mika Posted messages 207 Status Member -  
ch_mika Posted messages 207 Status Member -
Hello everyone

Actually, my question is simple.

I created a template with a mail merge without any issues, but the problem is that I can't activate the protection in my template because I can't check any boxes when I go to "Restrict Editing". Is this related to the mail merge? Should I create a template first and then do a mail merge from this template afterwards?

Thank you in advance for your answers.

1 answer

  1.
    C-Claire Posted messages 4562 Registration date   Status Member Last intervention   2 250
     
    Hello,

    Indeed, mail merge and modification restrictions are not compatible.
    By converting the template document back to a normal document (tab "Mailings", "Start Mail Merge", "Normal Word Document"), restrictions are available again, but you lose the merge.

    Even when setting a password while saving the document with "Read-only" enforced, the file remains fully editable...

    If you want to prevent modifications to the styles or the content of the body of the document, I can only see a macro capable of doing that.

    But if you only want to protect the header/footer (logo, legal notices, etc.), you can create a group (tab "Developer", "Design Mode", "Group").

    --
    C-Claire
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    1. ch_mika Posted messages 207 Status Member 71
       
      Hello C-Claire,

      That's exactly what I thought. I reset my document to normal and indeed, the restrictions came back. As for macros, I'm not skilled enough to create such complex ones, so I'll leave it for now because I only want to protect certain parts of my document like the sender's address or the general body of text in particular.

      Thank you for your insight anyway, I wish you a good end of the day.
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