I have to share documents with others with personal info in them, but in order to do so, I have to remove the PD data, let them (other person) add content to the document, then I need to add the removed info. back in when I receive the updated doc back, before onward transmission to other parties.
To make my life easier my question is...: How can I keep the personal info inside the document, share it with others (who will be editing), but have them not see it? Is there a way to do this?
Hopefully this is clear?
TIA
FP
Protecting info shared docs
-
- Administrator
- Posts: 78493
- Joined: 16 Jan 2010, 00:14
- Status: Microsoft MVP
- Location: Wageningen, The Netherlands
Re: Protecting info shared docs
As far as I know, that is not possible. When you remove personal information, it is removed permanently.
Best wishes,
Hans
Hans
-
- 5StarLounger
- Posts: 618
- Joined: 10 Jan 2016, 15:56
- Location: Madison, Wisconsin
Re: Protecting info shared docs
As far as I know, this is a one way path. When you remove the information, it is removed.
Attorney Charles Kenyon
Templates in Microsoft Word
Modifying the QAT
The Importance of Styles in Microsoft Word
Templates in Microsoft Word
Modifying the QAT
The Importance of Styles in Microsoft Word
-
- 2StarLounger
- Posts: 130
- Joined: 12 Aug 2020, 08:40
Re: Protecting info shared docs
Sorry - I think I may have confused everybody! It's not the Privacy Options > Document Inspector > Doc Properties and Personal Information that I'm referring to.
To clarify, it's simply information that might be contained within the document itself, within the body text or headers/footers.
Is there any way to 'hide' this, so to speak, from the other users?
TIA
To clarify, it's simply information that might be contained within the document itself, within the body text or headers/footers.
Is there any way to 'hide' this, so to speak, from the other users?
TIA
-
- Administrator
- Posts: 78493
- Joined: 16 Jan 2010, 00:14
- Status: Microsoft MVP
- Location: Wageningen, The Netherlands
Re: Protecting info shared docs
That'd be difficult. You can mark text as hidden, but the user can specify in File > Options that hidden text will be displayed. You have no control over that.
I think the best you can do is to copy the text you want to remove/hide to another document and save that, as you are doing now. Then replace the text in the original document with placeholders, for example @@1, @@2, @@3 etc.
Later on, you can replace @@1 with the original text.
If you store the information like this: it would be possible to restore it using a macro.
I think the best you can do is to copy the text you want to remove/hide to another document and save that, as you are doing now. Then replace the text in the original document with placeholders, for example @@1, @@2, @@3 etc.
Later on, you can replace @@1 with the original text.
If you store the information like this: it would be possible to restore it using a macro.
You do not have the required permissions to view the files attached to this post.
Best wishes,
Hans
Hans
-
- 5StarLounger
- Posts: 618
- Joined: 10 Jan 2016, 15:56
- Location: Madison, Wisconsin
Re: Protecting info shared docs
If these are common pieces of information, used in multiple documents, they could be stored as AutoText in a Global Template. Then use an AutoText field to insert them in the document. To conceal them, attach a template with the blank AutoText entries with the same names and update the fields.
Very unsecure, but, you can save strings in document variables rather than in a separate document. Document variables are totally invisible to most users but very accessible via vba or via the DocVariable field.
Attorney Charles Kenyon
Templates in Microsoft Word
Modifying the QAT
The Importance of Styles in Microsoft Word
Templates in Microsoft Word
Modifying the QAT
The Importance of Styles in Microsoft Word
-
- 2StarLounger
- Posts: 102
- Joined: 04 Feb 2010, 22:44
- Location: Melbourne Australia
Re: Protecting info shared docs
This can be done by putting all personal information inside Content Controls and using an addin like Greg Maxey's https://gregmaxey.com/word_tip_pages/co ... tools.html to create a custom XML file and map the values in all those CCs to that content. A copy of that Custom XML file could then be saved onto your machine and the data in each of the mapped CCs removed before sending the file out to the external users.
When you receive the document back from them, you can restore that Custom XML file back into the document and the CCs will magically refill themselves with your protected information.
Macros could be applied to do the last couple of steps to make it easy to use.
When you receive the document back from them, you can restore that Custom XML file back into the document and the CCs will magically refill themselves with your protected information.
Macros could be applied to do the last couple of steps to make it easy to use.
Andrew Lockton
Melbourne Australia
Melbourne Australia
-
- 2StarLounger
- Posts: 130
- Joined: 12 Aug 2020, 08:40
Re: Protecting info shared docs
Thanks everyone - I'll take a look at this a bit further :)