In order to use Rights Management with Office Documents, Rights Management must be set up in Outlook. For instructions on setting up Rights Management in Outlook, please view the following Knowledge Base article entitled, "How do I set up Rights Management in Outlook?" Once Rights Management has been set up in Outlook, please do the following:
- Within any Office application (Word, Excel, etc.), click the File tab then click Info from the menu on the left.
- Click the Protect Document button, then click the Restricted Access. You can choose one of the existing permissions or create custom permissions by selecting Restricted Access in side menu.
- With custom permissions you can add users that are able to read and/or make changes to the document.
- You may click More Options… to allow for more control of permissions. When More Options… has been chosen, you can then add users with more control over what permissions they have for the document (e.g. printing, copying, etc.) within the permissions window.