Teams - Restrict a Document to Read-Only Tutorial

Learn how to restrict your document to read-only to ensure the security and confidentiality of your sensitive data. Discover the simple steps to lock your document and prevent unauthorized modification.

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Objectifs :

This document aims to guide users on how to set a document to read-only mode in Microsoft 365, ensuring that collaborators cannot modify the document unless explicitly allowed.

Chapitres :

  1. Introduction
    In collaborative environments, it is essential to control how documents are shared and edited. When sharing a document in a Microsoft Teams channel, all members typically have access to edit it. However, there are situations where you may want to restrict editing rights, such as when finalizing a document or sharing sensitive information. This guide will walk you through the steps to make a document read-only in Microsoft 365.
  2. Steps to Make a Document Read-Only
    To set a document to read-only mode, follow these steps: 1. **Open the Document**: Start by opening the document in the Microsoft desktop application. You can access it through Microsoft Teams, OneDrive, or SharePoint. Note that this option is not available in a web browser. 2. **Access the File Menu**: In the top left corner of the application, click on 'File'. 3. **Navigate to Info**: From the dropdown menu, select 'Info'. 4. **Protect the Document**: Click on 'Protect Presentation'. 5. **Choose the Appropriate Option**: Select the option that suits your needs for restricting access. This will set the document to read-only mode, preventing others with access from making modifications.
  3. Reverting to Editable Mode
    If you need to allow editing again, you can easily revert the document back to editable mode. Simply click on the same option you used to protect the document, and it will become editable for all users who have access.
  4. Conclusion
    Setting a document to read-only mode is a crucial feature in Microsoft 365 that helps maintain the integrity of your work while collaborating with others. By following the steps outlined above, you can ensure that your documents are protected from unwanted changes, allowing for a smoother collaborative experience.

FAQ :

How do I make a document read-only in Microsoft Teams?

To make a document read-only in Microsoft Teams, open the document in the desktop application, click on 'File', then 'Info', and select 'Protect Presentation'. Choose the appropriate option to restrict editing.

Can I change a document back to editable after making it read-only?

Yes, you can change a document back to editable by clicking on the same option where you set it to read-only and selecting the option to allow editing again.

What are the benefits of making a document read-only?

Making a document read-only helps prevent unauthorized changes, ensuring that the final version remains intact and that information is shared securely.

Is it possible to set a document to read-only from a web browser?

No, the option to set a document to read-only cannot be applied from a web browser; it must be done through the desktop application.

What applications can I use to open documents for editing in Microsoft 365?

You can open documents for editing in Microsoft 365 using applications like Microsoft Teams, OneDrive, or SharePoint.

Quelques cas d'usages :

Finalizing a Report

When preparing a final report for stakeholders, you can make the document read-only to ensure that no further changes are made after approval. This helps maintain the integrity of the information presented.

Sharing Informational Documents

If you need to share an informational document with your team, setting it to read-only prevents accidental edits while still allowing team members to access the information.

Collaborative Projects

In collaborative projects, you can use the read-only feature to share drafts with team members, allowing them to review without altering the content. This is particularly useful during the feedback phase.

Compliance and Security

For documents that contain sensitive information, making them read-only can help ensure compliance with data protection regulations by limiting who can modify the content.

Version Control

When working on multiple versions of a document, you can set earlier versions to read-only to prevent confusion and ensure that only the latest version is editable.

Glossaire :

Microsoft Teams

A collaboration platform that combines workplace chat, video meetings, file storage, and application integration.

OneDrive

A cloud storage service from Microsoft that allows users to store files and data online securely.

SharePoint

A web-based collaboration platform that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information.

Read-only

A file permission setting that allows users to view a document but not make any changes to it.

Microsoft 365 Suite

A subscription service that includes access to various Microsoft applications and services, such as Word, Excel, PowerPoint, and Teams.

Protect Presentation

An option in Microsoft applications that allows users to restrict editing permissions on a document.

résultat(s)
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collaborators in a Microsoft Teams Team channel,
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by default,
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all members have access and can modify it.
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You may need to make this document read only,
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whether it's for a final version or an informational note,
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and there can be many reasons for this.
00:00:20
The Microsoft 365 suite
00:00:22
allows you to do this in a few clicks.
00:00:25
To do so,
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start by opening the document in the desktop application,
00:00:29
whether through Microsoft Teams,
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OneDrive or SharePoint.
00:00:33
This option cannot be applied from a web browser.
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At the top left,
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click on file.
00:00:40
Then info and finally click on protect presentation
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and choose the option that suits you.
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Now,
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the document can no longer be modified by others who have access to it.
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By clicking in this place again,
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the document will be editable again for all those who have access.

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résultat(s)
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Quando partilha um documento com o seu
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colaboradores num canal Microsoft Teams Team,
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por predefinição,
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todos os membros têm acesso e podem modificá-lo.
00:00:11
Poderá ter de fazer com que este documento seja apenas de leitura,
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quer se trate de uma versão final ou de uma nota informativa,
00:00:17
e pode haver muitas razões para isso.
00:00:20
O pacote Microsoft 365
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permite-lhe fazer isso em poucos cliques.
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Para tal,
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começar abrindo o documento na aplicação de ambiente de trabalho,
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quer através do Microsoft Teams,
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OneDrive ou SharePoint.
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Esta opção não pode ser aplicada a partir de um navegador da Web.
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No canto superior esquerdo,
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clique no arquivo.
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Em seguida, informações e por fim clique em proteger apresentação
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e escolha a opção que mais lhe convier.
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Agora,
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o documento deixa de poder ser modificado por outros que tenham acesso a ele.
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Ao clicar novamente neste local,
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o documento voltará a ser editável para todos os que tiverem acesso.

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résultat(s)
00:00:02
Quando condividi un documento con
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collaboratori in un canale Microsoft Teams Team,
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per impostazione predefinita,
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tutti i membri hanno accesso e possono modificarlo.
00:00:11
Potrebbe essere necessario rendere questo documento di sola lettura,
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che si tratti di una versione finale o di una nota informativa,
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e ci possono essere molte ragioni per questo.
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La suite Microsoft 365
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ti permette di farlo in pochi clic.
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Per farlo,
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iniziate aprendo il documento nell'applicazione desktop,
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sia tramite Microsoft Teams,
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OneDrive o SharePoint.
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Questa opzione non può essere applicata da un browser Web.
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In alto a sinistra,
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clicca sul file.
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Quindi informazioni e infine fai clic su Proteggi presentazione
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e scegli l'opzione che fa per te.
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Ora
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il documento non può più essere modificato da altri che vi hanno accesso.
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Facendo nuovamente clic in questo punto,
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il documento sarà nuovamente modificabile per tutti coloro che vi hanno accesso.

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résultat(s)
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Когда вы делитесь документом со своим
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соавторы на канале Microsoft Teams Teams,
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по умолчанию
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все участники имеют доступ и могут изменять его.
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Возможно, вам придется сделать этот документ доступным только для чтения,
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будь то окончательная версия или информационная записка,
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и для этого может быть много причин.
00:00:20
Пакет Microsoft 365
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позволяет сделать это в несколько кликов.
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Для этого
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начните с открытия документа в настольном приложении,
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будь то через Microsoft Teams,
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OneDrive или SharePoint.
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Эта опция не может быть применена в веб-браузере.
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В левом верхнем углу
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нажмите на файл.
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Затем введите информацию и, наконец, нажмите «Защитить презентацию»
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и выберите подходящий вам вариант.
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Теперь,
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документ больше не может быть изменен другими лицами, имеющими к нему доступ.
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Снова нажав на это место,
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документ снова будет доступен для редактирования для всех, у кого есть доступ.

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résultat(s)
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Cuando compartes un documento con tu
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colaboradores en un canal de equipo de Microsoft Teams,
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de forma predeterminada,
00:00:07
todos los miembros tienen acceso y pueden modificarlo.
00:00:11
Es posible que necesite hacer que este documento sea de solo lectura,
00:00:13
ya sea para una versión final o para una nota informativa,
00:00:17
y puede haber muchas razones para ello.
00:00:20
La suite Microsoft 365
00:00:22
le permite hacer esto en unos pocos clics.
00:00:25
Para hacerlo,
00:00:26
comience por abrir el documento en la aplicación de escritorio,
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ya sea a través de Microsoft Teams,
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OneDrive o SharePoint.
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Esta opción no se puede aplicar desde un navegador web.
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En la parte superior izquierda,
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haz clic en el archivo.
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Luego, información y finalmente haga clic en proteger la presentación
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y elige la opción que más te convenga.
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Ahora,
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el documento ya no puede ser modificado por otras personas que tengan acceso a él.
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Al volver a hacer clic en este lugar,
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el documento volverá a ser editable para todos los que tengan acceso.

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résultat(s)
00:00:02
Wanneer u een document deelt met uw
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medewerkers in een Microsoft Teams Team-kanaal,
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standaard
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alle leden hebben toegang en kunnen deze wijzigen.
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Het kan nodig zijn om dit document alleen leesbaar te maken,
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of het nu gaat om een definitieve versie of een informatieve notitie,
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en daar kunnen veel redenen voor zijn.
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De Microsoft 365-suite
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kunt u dit in een paar klikken doen.
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Om dit te doen,
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begin met het openen van het document in de desktoptoepassing,
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of dit nu via Microsoft Teams is,
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OneDrive of SharePoint.
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Deze optie kan niet worden toegepast vanuit een webbrowser.
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Linksboven
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klik op het bestand.
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Vervolgens info en tenslotte klik op presentatie beveiligen
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en kies de optie die bij je past.
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Nu,
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het document kan niet langer worden gewijzigd door anderen die er toegang toe hebben.
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Door opnieuw op deze plek te klikken,
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het document kan weer worden bewerkt voor iedereen die toegang heeft.

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résultat(s)
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Kiedy udostępniasz dokument swojemu
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współpracownicy w kanale Microsoft Teams Team,
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domyślnie,
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Wszyscy członkowie mają dostęp i mogą go modyfikować.
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Być może będziesz musiał uczynić ten dokument tylko do odczytu,
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niezależnie od tego, czy chodzi o wersję ostateczną, czy notatkę informacyjną,
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i może być wiele przyczyn tego.
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Pakiet Microsoft 365
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pozwala to zrobić za pomocą kilku kliknięć.
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Aby to zrobić,
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zacznij od otwarcia dokumentu w aplikacji komputerowej,
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czy to za pośrednictwem Microsoft Teams,
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OneDrive lub SharePoint.
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Tej opcji nie można zastosować w przeglądarce internetowej.
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W lewym górnym rogu,
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kliknij plik.
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Następnie informacje i na koniec kliknij Chroń prezentację
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i wybierz opcję, która Ci odpowiada.
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Teraz,
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dokument nie może być już modyfikowany przez inne osoby, które mają do niego dostęp.
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Klikając w to miejsce ponownie,
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dokument będzie ponownie edytowalny dla wszystkich, którzy mają dostęp.

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résultat(s)
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Amikor egy dokumentumot oszt meg a sajátjával
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munkatársak egy Microsoft Teams Team csatornán,
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alapértelmezés szerint
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minden tagnak hozzáférése van, és módosíthatja azt.
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Lehet, hogy ezt a dokumentumot csak olvashatóvá kell tennie,
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legyen szó végleges verzióról vagy tájékoztató megjegyzésről,
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és ennek számos oka lehet.
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A Microsoft 365 csomag
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lehetővé teszi, hogy ezt néhány kattintással megtegye.
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Hogy ezt megtegyük,
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kezdje a dokumentum megnyitásával az asztali alkalmazásban,
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akár a Microsoft Teams-en keresztül,
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OneDrive vagy SharePoint.
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Ez az opció nem alkalmazható webböngészőből.
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A bal felső sarokban,
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kattintson a fájlra.
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Ezután az információ, és végül kattintson a prezentáció védelme elemre
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és válassza ki az Önnek megfelelő opciót.
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Most,
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a dokumentumot többé nem módosíthatják mások, akik hozzáférnek hozzá.
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Ha újra rákattint erre a helyre,
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a dokumentum újra szerkeszthető lesz mindazok számára, akik hozzáférnek.

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