I am trying to find a way to prevent users from copying text out of an existing document and rich text field.
We have call reps writing letters to clients. The letters are audited and corrections made. Call reps can see both their letter and the corrections. They should not be able to copy the corrections back to their own letter.
Currently, the audit document has a rich text field created via LS so if there were a property in the Rich Text Style that would turn on the hide-when on “copied to clipboard” property, that would be perfect. If I turn on this property manually, it works, but it isn’t being set when the RT field is created.
If this isn’t possible, I’m open to other suggestions. Display a different form with the same data? Display a dialogue box?
The end result needs to be for users to see the fields but not copy out the text.
not sure of your workflow but there are a few options I can think of. First, there is a form properrty you can enable, it’s on the form’s security tab, “Prevent Copying/Forwarding/Printing”. Also, if you had another form to display the doc you could set your rich text field to computed (so that it cannot be edited) and force your doc to remain go and remain in edit mode. When a doc is in edit mode the text in a computed field cannot be selected for copying. Be sure to remove the “Forward” action so that the user cannot attempt to forward the doc as this would place the data back into a rich text editable field where they could copy it. Hope 1 of these options works for you. I’m sure there are a few other idea that may work too but these 2 came to mind.