Read-only Collaborator can edit Contract Document properties

We have a master agreement with a read-only collaborator. The security profile for this collaborator role is identical to the stock "Document Reviewer" profile, i.e. only View is set.
However this supposedly read-only collaborator is able to edit Contract Document properties. They click on the Contract Documents tab, then drill into a Contract Document, and then click on the Edit button. From there, they have the ability to change fields such as Name, Descrpition, Effective Date, etc. They cannot change or delete the actual file attachment itself.
Is this an issue with CLM, or is there some security setting we are missing somewhere? Please tell me this is not working as designed ..
thanks.

Hi Terry,
According to your description, my understanding is that you don’t want the yollow bar notification to display when you open Access documents.
This issue seems to be about the client application. Please compare the followings with the things that you did:
1.Open the documents
2.Click File->Options->Trust Center->Trust Center Settings
3.Click Protected View, unselect ‘Enable Protected View for originating from the Internet’
4.Click Message Bar, select ‘Never show information about blocked content’
5.Click Macro Settings, select ‘Disable all macros without notification’
In addition, as this issue is about Office, I commend you create a new thread in Office forum, more experts will assist you with this issue.
Office forum:
http://social.technet.microsoft.com/Forums/en-US/home?category=officeitpro
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

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How to disable the 'Read Only' notification on an Access document when it is opened from within a document library (SP 2010)

Hello,
OK, so I am currently having issues with opening MS Access documents from SP 2010. I have taken an existing database and uploaded it into a document library. Now, when I open this document I get the prompt to open it in either 'Read Only' or 'Edit'.
When I select 'Read Only' I can view the document, however I get the 'Read Only - Save As' notification when the document opens up. I have configured the document both from the source (on the original file) and from within SP to disable notifications - (from
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Deleted the document and uploaded it again, and the 'yellow bar' notification is still appearing.
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Hi Terry,
According to your description, my understanding is that you don’t want the yollow bar notification to display when you open Access documents.
This issue seems to be about the client application. Please compare the followings with the things that you did:
1.Open the documents
2.Click File->Options->Trust Center->Trust Center Settings
3.Click Protected View, unselect ‘Enable Protected View for originating from the Internet’
4.Click Message Bar, select ‘Never show information about blocked content’
5.Click Macro Settings, select ‘Disable all macros without notification’
In addition, as this issue is about Office, I commend you create a new thread in Office forum, more experts will assist you with this issue.
Office forum:
http://social.technet.microsoft.com/Forums/en-US/home?category=officeitpro
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

How do yo turn a pdf file into reader so i can edit the form?

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Hi,
ActiveWorkbook.SaveAs SFilePath & udds & ".xlsm", xlWorkbookNormal
SetAttr SFilePath & udds & ".xlsm", vbReadOnly
Application.DisplayAlerts = True
I have used the above code to make my file readonly ...however it still allows to make changes to the file and sometimes the file does not get open and throws an error " Excel cannot open the file ".xlsm" because the file format or file extension
is not valid......."
Could you please help me this
Regards, Hitesh

Hi,
ActiveWorkbook.SaveAs SFilePath & udds & ".xlsm", xlWorkbookNormal
SetAttr SFilePath & udds & ".xlsm", vbReadOnly
Application.DisplayAlerts = True
I have used the above code to make my file readonly ...however it still allows to make changes to the file and sometimes the file does not get open and throws an error " Excel cannot open the file ".xlsm" because the file format or file extension
is not valid......."
Could you please help me this
Regards, Hitesh
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instead. Now as far as not allowing the user to make changes you will need to protect each worksheet, as well as protect the workbook. So something like
Sub ProtectWorkbook()
ThisWorkbook.Protect Structure:=True, Password:="test123"
Dim sh As Worksheet
For Each sh In ThisWorkbook.Worksheets
sh.Protect Password:="Test1234"
Next sh
End Sub

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[Ramon wrote:]
> use the "Control-D | Custom" command to modify those attributes
[Leonard asked:]
> Are you talking about the Advanced or Custom panels?
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Read-only Collaborator can edit Contract Document properties

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