Word 2007: Setting up protected form fieldsJuly 22, 2010
Lucille, a work colleague, couldn’t figure out how to set up protected form fields in Word 2007. I haven’t dealt with these a lot (and not at all in Word 2007), but I was able to figure it out for her.
You’ll be working on the Developer tab, so make sure it’s visible before you start:
- Word 2007: https://cybertext.wordpress.com/2010/11/22/word-2007-show-the-developer-tab/
- Word 2010: https://cybertext.wordpress.com/2010/11/09/word-2010-developer-tab/
Now you can start setting up your form fields:
- Enter the text for the form field labels into your document.
- Position the cursor where you want the response to go (typically after the label).
- Go to the Developer tab > Controls group.
- Click the icon for the type of form field you want to insert (e.g. text , date ). You can also click the Legacy Tools icon to insert the controls you were familiar with in Word 2003 and earlier.
- Repeat steps 2 to 4 for all other form fields you want to insert.
- Save your document.
Finally, protect the form fields:
- Go to the Developer tab > Protect group and click the large Protect Document icon.
- Select Restrict Formatting and Editing from the drop-down list.
- On the Restrict Formatting and Editing task pane, select the Allow only this type of editing in the document check box, select Filling in forms from the drop-down list, then click the Yes, Start Enforcing Protection button. (Note: If this button is not active, click the Developer mode button in the Controls group as it may be turned on and you need to turn it off.)
- You are asked to set a password for this document. You can either set a password OR leave all these fields blank (i.e. no password), then click OK.
- Save your document. Anyone opening the document can now only fill in the form fields — they cannot edit the document.