Forms with headers

Question

I created a form in Word 2016 which includes fillable sections.  The document also has a header.  I protected the document because I don't want anyone to mess with my formatting.  I only want them to be able to fill in the boxes.  When I protect the document, it does not allow me to revise the header.  I need the header to be accessible to those who will be working with this form.  How do I lock everything except the form boxes and the header?  Thank you

Answer 1

I agree.

Here is more information on the StyleRef field and its uses.

StyleRef Field

http://www.addbalance.com/usersguide/fields.htm...

Answer 2

Assuming that you have the name and number of the policy somewhere in the body of the document as well, if you apply a particular style to that text, you could use a StyleRef field in the header.  It would then not be necessary for the user of the template to access the header.

Answer 3

The document is what we'll be using for all new corporate policies.  The name and number of the policy appear at the top of each page of the form.  I created the header because each policy will contain a different amount of text and I need the info at the top of each page in the same spot.

I'll try what you suggested.

Thank you.

Answer 4

Instead of using Legacy FormFields and protecting the document for Filling in Forms, use Content Controls and use the Grouping facility to prevent changes being made to the text\layout of the document.   Then you will be able to access the Header.

That said, why would the users of the form be needing to access its header.  Sounds like poor design to me.