Tuesday, August 7, 2012

Forming Up Your Genealogy--Part 8 Enabling Protection

We've been through the first three buttons. We can run through the last three buttons quickly, and then we'll enable protection to use the form.

Insert Frame: You can use it to create a frame for a graphic. It's just as easy to use a table with or without borders. 
Form Field Shading: This button is a toggle that turns the gray background of a form field on and off. I generally leave the shading on because the fields are easier to see. 
Reset Form Fields: This button removes any selections you've made--for example, you checked in a check box and added an X while playing around. 

Enforcing Protection
When you enforce protection, you protect the information that is already on the form. The only places where a user of your form can make changes are in the fields you've added to the form. 

  1. Display the Restrict Formatting and Editing pane.
    --Word 2007/2010--Click the Restrict Editing button on the Developer tab.
    --Word 2003--Click View, Toolbar, and Forms to display the floating toolbar. Click the pad lock icon (last icon on the right). 
  2. Bypass 1.Formatting restrictions.
  3. In 2 Editing Restrictions, click the Allow only this type of editing in document option to add a check mark. The drop-down below updates. 
  4. In 2 Editing Restrictions, select Filling in forms from the drop-down list. 
  5. In 3 Start enforcement, click the Yes, Start Enforcing Protection button. The Start Enforcing Protection dialog appears. Entering a password is optional. If you're going to enter one, make sure it's one you'll remember. I always use my first name with all lower case letters (pam). 
  6. Enter a password (or not).
  7. Click OK

If the form you develop is one that you'll use often, save the form as a template. See Setting Up a Book Template Part 12 for instructions on saving a document as a template. The instructions include steps for finding the form when you're ready to use it again. 

Now that you know what all the parts are, where they are, and how to use them, we can start looking at designing forms.

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