MICROSOFT WORD 2011 SECURE AND SHARE DOCUMENT Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 1 Inspect documents before Sharing ........................................................... 3 Edit or Remove Personal Information ...................................................................... 3 Edit author information for a document ........................................................................................ 3 Remove personal information........................................................................................................ 4 Finalize and protect a document with Password ..................................................... 6 Finalize make a document Read Only ........................................................................................... 6 Protect Documents with password................................................................................................ 7 Set restriction for editing all or part of a document ................................................ 7 Set Restrictions on editing a document ........................................................................................ 7 Stop Restrictions ............................................................................................................................ 8 Share documents ........................................................................................ 9 Email Documents ....................................................................................................... 9 Use Word on the Web .............................................................................................. 10 Save and Open a Document to a Windows SkyDrive ................................................................. 10 Save a Document to SharePoint ............................................................................. 11 The following training document is using information from Microsoft Office Excel 2011 Help and Lynda.com Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 2 Inspect documents before Sharing Edit or Remove Personal Information Edit author information for a document From the Menu Bar, go to Word menu Preferences… In the Word Preferences dialog box, under Personal Settings, click on User Information Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 3 In the User Information Dialog box, enter or remove the information you wish others to view when they see your documents Remove personal information From the Menu Bar, go to Word menu Preferences… Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 4 In the Word Preferences dialog box, under Personal Settings, click on Security In the Security dialog box, under Privacy Options, check Remove personal information from this file on save check box Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 5 Finalize and protect a document with Password The Read Only command helps to communicate that the shared document is a completed version, as well as prevents reviewers or readers from making inadvertent changes to the document. Finalize and make a document Read Only From the Menu Bar, go to Tools menu click Protect Document In the Protect Document dialog box, select Read Only Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 6 Protect Documents with password Although Read Only prevents other people from editing the document, Encrypt with Password ensures that the document will be protected by password and cannot be opened without the password From the Menu Bar, go to Word menu Preferences… In the Word Preferences dialog box, under Personal Settings, click on Security In the Security dialog box, under Security Options for… , enter a password to open the document and a password to modify the document Set restriction for editing all or part of a document Set Restrictions on editing a document From the Ribbon, go to Review tab Protection group click Document Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 7 In the Protect Document dialog box, under Protect document for, select a desired restriction: Tracked changes- automatically tracks any changes someone makes in the document Comments - only allows the viewer to add comments, no other changes allowed Forms - allows document to be used as a fillable form Read only If desired, you have the option to set a password, if you don’t then anyone can unprotect the document Click OK Stop Restrictions From the Menu Bar, go to Word menu Preferences… In the Word Preferences dialog box, under Personal Settings, click on Security In the Security dialog box, click on the Unprotect Document button Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 8 Share documents Email Documents From the Menu Bar, go to File menu click Share select a desired email option from the drop down list E-mail as Attachment - opens an e-mail message with a copy of the file in its original file format attached.(editable version) E-mail as HTML- takes the contents of a message and pastes it in the body of the message using HTML formatting (only works if you have an account set up with Outlook or Apple Mail) E-mail as Link- sends a link to the document (only works if the document that you are working on is located on Windows Live SkyDrive or SharePoint) Enter the recipient(s) edit the subject line and message body as necessary click Send. Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 9 Use Word on the Web With the release of Office 2010, Microsoft also released Office for the Web, which is a Web version of Excel, PowerPoint, OneNote and Word If documents are stored in SharePoint or on a Window SkyDrive, Office for the Web will open, view, edit and save those documents and create new documents on any computer connected to the Internet, even if it doesn’t have the latest version of Microsoft Word Save and Open a Document to a Windows SkyDrive To save a document onto Windows SkyDrive, from the Menu Bar, go to File menu click Share click Save to SkyDrive…, and then sign up/in Windows Live account (Hotmail/Messenger/Xbox LIVE account) to save the document To open a document from Windows SkyDrive, go to www.SkyDrive.com sign in Windows Live account (Hotmail/Messenger/Xbox LIVE account) to open the document on the website Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 10 Save a Document to SharePoint SharePoint creates a corporate website with discussion, file libraries, calendars, to-do lists, tasks, the things that users can all collaborate on Check Out feature on SharePoint makes sure that two people aren’t making changes to the same file at the same time Check In feature on SharePoint allows other users know what has been changed when the file was checked out To save a document on SharePoint, from the Menu Bar, go to File menu click Share click Save to SharePoint… Microsoft Word 2011 Essential – Secure and Share document Last edited: 2012-07-10 Technology Training and Education © Metropolitan State University of Denver 11
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