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About this lesson
Password Protect a file or Recover an unsaved version.
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File, Info & Security Considerations.docx58.7 KB
Quick reference
File, Info & Security Considerations
The “File, Info” options allow you to find author information about the document, password protect a document, and recover any unsaved versions that you may want to retrieve.
When to use
This feature is often overlooked but when it is needed, it is invaluable. When you just need to work on the technical file attributes, rather than the text and formats, you would use the File, Info screen.
Instructions:
1.On an existing document, Click FILE, INFO
a.The first option is “Protect Document”, which allows you to add a password to a document. Keep in mind, this is optional and should only be done with your personal documents on your own private computer. Employers own the work you do while on the job, therefore to password a work file would be prohibitive as employees move positions.
b.The second option is “Check for Issues”. This feature checks to make sure the file is compatible (if necessary) to older versions of Word. It also give an “Inspect Document” option that clean off the author and editing time from the document record.
The third option is “Manage Versions”. This feature is a rescue if you closed a document and forgot to save changes. It is not foolproof, but it has been more reliable in the Word 2013 version than ever before.
- 00:04 In this lesson you're gonna learn some things about Microsoft Word that very few
- 00:08 people know and what it is, it's the File Info.
- 00:12 All the information buried in the background.
- 00:14 Round of a document that's just completely overlooked or
- 00:17 just people don't know about it.
- 00:19 I clicked on the File ribbon and
- 00:20 on the top left the first option says Info and you have this page.
- 00:24 And usually it means nothing to anyone so they keep going to New or Open or
- 00:27 Save or anything else on that list.
- 00:30 But this screen has a lot of good information on it.
- 00:33 First of all, we do have these a Compatibility Mode which basically means
- 00:37 is this file compatible with older versions?
- 00:40 Usually, Microsoft Word 2013 will open
- 00:43 any older version of Word file that you can throw at it.
- 00:47 Now, if I were using Word 2003 and tired to open a 2013 file,
- 00:50 it will not open it is not compatible.
- 00:55 Generally, they are backwards compatible.
- 00:57 This new one will open any older version backwards from it.
- 01:01 Then we have the Protect Document, Inspect Document and Versions,
- 01:05 I'll talk about those in a minute.
- 01:06 But right over here we have the Properties of the document.
- 01:09 Now, this is invaluable information.
- 01:10 This tells you the size of the document.
- 01:13 How many pages? What the Word count is?
- 01:15 I don't even have to be in the document to figure this out.
- 01:17 It's all displayed right here.
- 01:19 How much editing time?
- 01:21 If I'm gonna push this document out online, I'm gonna give it a Title and
- 01:24 a Tag, and I'm gonna add Comments to it that will show up in the HTML code online.
- 01:29 But I don't need it here right now.
- 01:30 Related dates, it's the Last Modified, the Created date, and the Last Printed.
- 01:34 And then the Related People who've been working on the document.
- 01:38 Now, you'll see here that Franz is the author, and
- 01:40 Franz knows I'm working on this document.
- 01:42 Franz gave me this document to work on, I have permission and
- 01:46 then it was modified by myself.
- 01:48 And so it's very interesting to look at those names and see, well who first
- 01:51 touched this document, where was this created, it's all right there.
- 01:55 Now, let's move over here to Protect Document.
- 01:58 If you ever have a document that you absolutely want to be password protected,
- 02:02 also called encrypted then you would click on here.
- 02:05 When I click Protect Document, I can tell it Mark as a Final document, Encrypt with
- 02:10 Password, Restrict Editing to only certain people or Add a Digital Signature.
- 02:15 Because I'm very important and this may be a government file that needs to
- 02:20 have a digital signature assigned to it.
- 02:23 That takes us to a subscription to a service, I don't use that service so
- 02:27 I'm gonna skip that.
- 02:28 If I do want to encrypt with the password, I simply click there and
- 02:31 I put a password on this.
- 02:33 I do not recommend, if you work for a company,
- 02:36 I do not recommend that you encrypt document that belonged to that company.
- 02:42 That company, who employs you owns the work you do, it's not your own personal.
- 02:47 This would be a personal document on your own private computer at home,
- 02:52 then you can password away all you want.
- 02:54 But please don't do that if you work for another company.
- 02:57 Inspect Document, the inspect document is very valuable.
- 03:01 So it will check for all kinds of what we call meta-data in the background.
- 03:06 It will check for all kinds of things.
- 03:08 I'm gonna go ahead and inspect this document, before you do this,
- 03:11 make sure you save changes.
- 03:12 That's fine.
- 03:13 And now it runs through a checklist.
- 03:15 And it's checking all of these items and now, I'm gonna go ahead and
- 03:18 tell it to inspect.
- 03:20 It's gonna run through and
- 03:21 see if it finds anything that it feels needs to be taken care of.
- 03:24 And looks like everything was a pass except Document Properties and
- 03:27 Personal Information.
- 03:29 Now, you just saw my document properties, you saw Franz's name on there and
- 03:32 my name on there.
- 03:33 If I want all that moved and cleaned out, I'm going to absolutely hit Remove All.
- 03:38 So I'll go ahead and do that, hit Remove All.
- 03:40 It is done and let's see.
- 03:43 Custom XML data, that is online data, Headers and
- 03:46 Footer Watermarks, I can remove those.
- 03:48 It's absolutely cleaned of any kind of fingerprints on this document, so
- 03:53 I'll go ahead and close that.
- 03:55 Now, if I go back to my File Info, take a look at here.
- 03:58 The Related People, the Author has just been removed and
- 04:01 now my name is last modified.
- 04:03 Here's why you want to use that.
- 04:05 In a legal office the lawyers do not want those files leaving their office with
- 04:11 a secretary's name on there, that could come back to bite them at a later time.
- 04:15 So every secretary in a legal office, I've ever met wipes that information,
- 04:21 wipes it clean off the document before it leaves their office via email, so
- 04:26 just so you know.
- 04:27 Last option here is Manage Versions and Recover Unsaved Documents.
- 04:31 So this will literally open up a list of anything you've worked on that day or
- 04:36 last couple days that was not saved.
- 04:38 A wonderful safety net.
- 04:40 If you closed something and forgot to save it, oh my word!
- 04:43 All you have to do is come into File Info, right here, Manage versions,
- 04:48 one of the best gifts Microsoft ever gave us to Recover Unsaved Documents.
- 04:53 All right, please explore your File Info, you'll be amazed at what you see in there.
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