Before sharing a document, you'll want to make sure it doesn't include any information you want to keep private. You may also want to discourage others from editing your file. Fortunately, Word includes several tools to help
finalize
and
protect
your document
Whenever you create or edit a document, certain
personal information
may be added to the file automatically. You can use the
Document Inspector
to remove this type of information before sharing a document with others.
Because some changes may be permanent, it's a good idea to use
Save As
to create a backup copy of your document before using the Document Inspector.
To use the Document Inspector:
Click the
File
tab to go to
Backstage view
.
From the
Info
pane, click
Check for Issues
, then select
Inspect
Document
from the drop-down menu.
Clicking Inspect Document
The
Document Inspector
will appear. Check or uncheck the boxes, depending on the content you want to review, then click
Inspect
. In our example, we'll leave everything selected.
Inspecting the document
The
inspection results
will show an
exclamation mark
for any categories where it found potentially sensitive data, and it will also have a
Remove All
button for each of these categories. Click
Remove All
to remove the data.
Removing personal information from the document
When you're done, click
Close
.
Closing the Document Inspector
Protecting your document
By default, anyone with access to your document will be able to open, copy, and edit its content unless you
protect
it. There are several ways to protect a document, depending on your needs.
To protect your document:
Click the
File
tab to go to
Backstage view
.
From the
Info
pane, click the
Protect Document
command.
In the drop-down menu, choose the option that best suits your needs. In our example, we'll select
Mark
as Final
. Marking your document as final is a good way to discourage others from editing the file, while other options give you even more control if needed.
Selecting Mark as Final
A dialog box will appear prompting you to save. Click
OK
.
Clicking OK to save the document
Another dialog box will appear. Click
OK
.
Clicking OK
The document will be marked as final.
A document marked as final
Marking a document as final will not prevent someone from editing it. If you want to prevent people from editing it, you can use the
Restrict Access
option instead.
Challenge!
Open an existing Word document. If you want, you can use the
practice document
.
Use the
Document
Inspector
to check the document. If you are using the example, remove all personal information from the document.