That is likely be the best way.
It IS possible to rewrite the FileSave, and the FileSaveAs commands in the sent document. These could be rewritten to disallow the operation (FileSaveAs).
However, it can be stated flatly, that NO security function like that is going to stop a serious hacker. It would likely stop the average user, but it is NOT secure to a knowledgeable person.
PDF is a fairly secure way to send information/text, but again, if you really want to, you can get text out of a PDF. It is not that hard.
BTW: if you want to try a rewrite of the FileSaveAs command, it is ridiculously easy. Put the following into the ThisDocument module of the document.
Code:
Sub FileSaveAs()
MsgBox "This document does not permit File SaveAs."
End Sub
The document can still be saved - and of course you would want to. But it could not be SavedAs.
Then, when you have made whatever you need to do with the document, you could rewrite the FileSave command, including any keyboard shortcuts. Then it could not be Saved, or SavedAs. Make it read-only....what the heck....
Then of course, since it would be a snap to simply go into the VBE and remove the FileSaveAs rewrite....you have to do a rewrite of the command to get into the VBE itself. Which can easily be done. If you do THAT make
sure you write a logic hole so that YOU can get into the VBE! For mine - when I bother to do anything like this (which is less and less), I use a combination of my login name, and a password. Otherwise if someone tries to open the VBE, Word say no, and closes the file. And since it could be possible that the VBE may already be open - which would make the rewrite of the OpenVBE command pontless, I explicitly check and CLOSE the VBE before the document is fully opened. Now the VBE is closed, and the OpenVBE command is disabled. Only the combination of my user login, and a password will open the VBE. So any of the rewrites are inaccessible.
Seems like a lot of work? Yes and no. I actually made a SecureTemplate.Dot with most of this already in it. Can it be broken? Yes, absolutely, although I think it would be beyond 98% - heck 99% - of users to do so.
But again, with all that...there is NO real security for Word documents. Or any documents for that matter. There just isn't.
Toss up. Again, you can disable FileSaveAs in a document. But a good VBA person can get around it. You can send a PDF, but a serious person can get around that as well.
Shrug. Bottom line? No document is secure. Unless seriously encrypted. And even then.......
Gerry
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