Stopping users Saving a form

[pompeyboyUSA]

I have a question about employees on a network being able to save a form once
finished with. The current concept is that my Company has various forms that
employees can fill in online, print off and send in to be processed. As many
of these forms are to do with claims, various rates they are allowed to claim
change on a regular basis. I want to be able to stop customers downloading
these forms to their desktops, and re-using them. I want to effectively
force them to log onto our website and use the forms that are current and up
to date. Is this possible?
Thank you
Charlie

 

[Jay Freedman]

I have a question about employees on a network being able to save a form once
finished with. The current concept is that my Company has various forms that
employees can fill in online, print off and send in to be processed. As many
of these forms are to do with claims, various rates they are allowed to claim
change on a regular basis. I want to be able to stop customers downloading
these forms to their desktops, and re-using them. I want to effectively
force them to log onto our website and use the forms that are current and up
to date. Is this possible?
Thank you
Charlie

No, it isn't really possible to prevent it completely if you're using
Word at all. The best you can do is make it more difficult.

You can write macros to intercept the Save and Save As commands
(http://www.word.mvps.org/FAQs/MacrosVBA/InterceptSavePrint.htm). The
macros can be empty so the commands appear to do nothing, or they can
display a message like "Don't do that". The problem is that if the
user's security level is High the macros won't run at all; if the
level is Medium, the user gets to decide whether to enable or disable
the macros. So you can't count on this working for everyone --
especially users who know a bit about Word.

I suggest instead a bold red statement across the top or bottom of the
form warning of dire consequences if they don't use the form from the
website. For example, "Claims not submitted through the web form may
not be paid."

--
Regards,
Jay Freedman
Microsoft Word MVP
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[pompeyboyUSA]

Jay,

To be quite honest, this is what we thought would be the answer, but Thank
you very much for your time and help

Charlie