You can open the document with write protection. This prevents macros and field updates, which would change the document, to be executed. In addition, other users can still access the document.
Open the document through the main window Documents.
In the list view, mark the desired document, or have it displayed in the form view.
The document is opened in write protection mode.
- Documents generated in CRM, e.g. single letter, serial letter, etc., are always opened without a warning because they are classified as trustworthy!
- Documents imported by the user or interface are always checked for trustworthiness before being opened (read or edited).