Check box for sign off

I am looking to create a document that users will have a check box to sign off on the document.

Once checked, it cannot be changed.

 

I see the Insert > Signature line

 

But might be too confusing for users.

When signing you get a choice of some office marketplace thing or ok.

ok is good.

but I think the whole process would be confusing for non technical people.

 

 

Is there a way to create a check box version of this?

 

thanks

Found that an intriguing possibility.  Just to see if I could make it happen, here's what I came up with that works when the user clicks the checkbox and hits a Tab to navigate out of the checkbox.

 

1. Insert Legacy checkbox form field. 

2. Create a macro similar to my cc3 macro below and replace the password 12345 with any password you like.

 

Sub cc3()
'
' cc3 Macro
'
'
        ActiveDocument.Unprotect
        ActiveDocument.Protect Password:="12345", NoReset:=False, Type:= _
        wdAllowOnlyReading, UseIRM:=False, EnforceStyleLock:=False

MsgBox ("You cannot make any more changes in this document")

End Sub

 

 

3. Right click on the checkbox and choose properties.  Insert the name of the macro into the exit macro area.

4. Protect the document to allow filling in of forms (I didn't use a password to unprotect at this point). 

5. Select all areas of the document you initially want to be editable and use the protect tab to create an exception to the protection.  Ideally, you do not want to include the paragraph that contains the checkbox and its accompanying text.

 

Result:  When the user checks the box the whole document becomes readonly and the checkbox is disabled. 

 

 

Carole Jean

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Thank you Carole.

Strange MS doesn't have this feature.

Where a button labled "I agree" could be added to a document.

And then the document is locked.

 

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Like this?

 

Isn't using a MacroButton field kind of the same principle?  You still have to have the document protected to only allow filling in forms, and making exceptions to areas in the document that you want users to be able to edit?  And of course I didn't remind you earlier you would have to make the document macro enabled. 

 

Just discussing this with you; not making myself out to know the recommended way of accomplishing your goal.

Carole Jean

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With an on-exit macro the user needs to tab after checking the box, not an intuitive behavior.

With a macro-button field, single-click should be enabled.
Volunteering to "pay forward" the help I've received in the Microsoft user community.


Charles Kenyon
Sun Prairie, Wisconsin
wordfaq[at]addbalance[dot]com

Legal site: https://addbalance.com

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So in the macro if you're using a checkbox and not macro button field, the first line of code would be code to type a tab, which worked for me.  The checkbox and the document are read only.


But I agree the macro button is better.

Carole Jean

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So in the macro if you're using a checkbox and not macro button field, the first line of code would be code to type a tab, which worked for me.  The checkbox and the document are read only.


But I agree the macro button is better.


If that worked for you, great. But checking the checkbox in the form does not trigger the macro.
Volunteering to "pay forward" the help I've received in the Microsoft user community.


Charles Kenyon
Sun Prairie, Wisconsin
wordfaq[at]addbalance[dot]com

Legal site: https://addbalance.com

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Last updated November 23, 2022 Views 632 Applies to: