How to share a document so collaborators can only fill fields without editing content

Overview

Zoho Writer lets you share documents in edit field values mode, where collaborators can enter information into designated fillable fields but cannot modify the rest of the content. This is ideal for agreements, contracts where the main text must remain unchanged. For example, a Non-Disclosure Agreement can be filled by both the parties collaboratively.

Steps

To share documents in view & edit fields so that collaborators can only fill without editing the content

Create a document, insert fillable fields.
Click Share at the top right corner of the screen. A dialog box, titled Share Settings, will appear.
Enter the name or email address of the person or group you want to share the file with.
Set the permission level to Edit Field Values.

4. Enable Track Changes to track field values
You can enable Track Changes to see the value each collaborator has entered in the fields as a timeline, and you can choose to accept or reject them as necessary. It gives the information about the change, reviewed By (User) and reviewed On (Date) etc. The field value changes can be accepted or rejected like changes made to the content.

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