Restrict editing - I must be missing something here

I am using Word 2013 on Windows 8.1 (both English).  My coworkers are using Word 2010 on Windows 7 (both French).


I have created a document with 3 small sections.  I would like to send it to 2 coworkers and have them make modifications.  1 coworker should be able to modifiy a specific section only, the other coworker should be able to freely edit the entire document (or specific sections). 


I do not seem to be able to get what I need. 


This is what I did :

  1. Went to the Review tab.
  2. Clicked Restrict Editing in the Protect group.
  3. Left 1. Formatting restrictions unchecked.
  4. Checked 2. Editing restrictions - Allow only this type of editing in the document.
  5. Selected No changes (Read only) from drop-down list.
  6. Clicked on More users in the Exceptions zone.
  7. Added in the email addresses of 2 of my coworkers.
  8. Selected section 2 (section breaks were used and I clicked and dragged from one section break to the next)  of my document and checked the name of my 1st coworker.
  9. Selected all sections of the document and checked the name of the 2nd coworker.
  10. Clicked Yes, Start Enforcing Protection.
  11. Added passwords.
  12. Sent file to both of my coworkers.

Results :


Neither of them were not able to make any changes at all, the document was in Read-only on open.


Tried :


I returned to my document, removed the protection and tried changing No changes in the Editing restrictions section to Tracked changes.  A dialogue box appeared stating that Word will ignore all the exceptions in the document.  Whether I answered Yes or No to the Do you want to remove the ignored exeptions? question, both coworkers had complete access to all sections of the file and changes were tracked of course.  I expected this based on the question but figured I would try it just in case.


Question :


Can anyone point me in the right direction?  Any help would be appreciated!


Thank you!

I believe that you have to set up information rights management (IRM) to do this - see, e.g. http://office.microsoft.com/en-gb/word-help/using-information-rights-management-irm-RZ001117927.aspx?section=2 for an intro. You used to be able to set it up using Microsoft servers and logins (not sure that is still possible with Office 2013) or if your users are in a corporate environment with Microsoft Server 2003/2008/2012, it can be configured using that. Without that, I think Word can only really distinguish between parts of the document that cannot be edited, and parts that can be edited by Everyone.

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Last updated November 20, 2023 Views 947 Applies to: