Forum Discussion
Disable download but enable printing for excel files
Is it possible to create a permission level that prevents guest users from downloading Excel files while also allowing them to print? I want guest users to be able to print reports from a shared Excel file, but I don't want them to be able to download the file to their devices.
4 Replies
- NikolinoDEGold Contributor
OneDrive and SharePoint do not offer a direct way to disable downloads while allowing printing for shared Excel files…so far I know. When sharing a file, if you disable the ability to download, it typically disables both downloading and printing. This is because printing effectively requires the ability to download the file temporarily to create the print job.
You may be able to share it as a PDF with printing enabled.
To convert the Excel file to PDF before sharing and enable print access:
Convert the Excel file to a PDF and then share that PDF via OneDrive or SharePoint.
You can set the PDF permissions to allow printing but restrict downloading using third-party PDF management tools or Adobe Acrobat Pro.
This will not preserve the file as an Excel file, but will allow users to view and print it while reducing the risk of downloading the Excel data directly.
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- DakotaCoffeyCopper ContributorNikolinoDE, is it possible within Excel to set a temporary access time limit on downloaded OneDrive files?
For example, a client downloads the template to print an invoice, but their downloaded Excel file gets deactivated after a set period of time; Meaning they can't open, edit, create a copy, send, or reuse the downloaded template after, let's say, two days.- NikolinoDEGold Contributor
Excel itself does not have a built-in feature to automatically deactivate downloaded files after a certain period. Excel and OneDrive, as part of the Office 365 suite, do not natively support setting a time-based access limit on files once they have been downloaded. This means that after a file is downloaded, control over access shifts to the client’s device, and Excel or OneDrive no longer have the ability to disable or restrict the file. However, there are a few alternative approaches and tools you can try use to achieve something similar, though each comes with its own set of limitations and considerations. This tools and approaches are from AI, I don’t tested, please be careful with the use:
- Using Excel VBA for Expiration
- You can embed VBA (Visual Basic for Applications) in the Excel file to set an expiration date, where the file becomes unusable after a specified period.
- Example of VBA code for an expiration message:
Private Sub Workbook_Open() Dim ExpiryDate As Date ExpiryDate = DateValue("2024-10-17") 'Set your desired expiration date here If Date > ExpiryDate Then MsgBox "This file has expired. Please contact support to access a new version.", vbCritical ThisWorkbook.Close SaveChanges:=False End If End Sub
- In this example, the workbook will close automatically and display a message if the current date is beyond the specified expiration date.
- Limitations: Users could disable macros or edit the VBA code if they are savvy with Excel, which means this approach is not foolproof.
- Using Digital Rights Management (DRM)
- For better control over access after downloading, you can use a third-party DRM solution. DRM tools can protect Excel files by:
- Setting expiration dates for file access.
- Disabling the ability to copy, print, or edit files.
- Revoking access remotely, even after the file is downloaded.
- Examples of DRM services include Locklizard, Microsoft Information Protection, or Vitrium. These can integrate with Office documents and provide advanced control over file access.
- Note: These solutions may come with additional costs and might require some setup effort.
- Microsoft Information Protection (MIP)
- Microsoft Information Protection (MIP) offers a way to classify and protect documents across Office 365, but it works best in enterprise environments with Azure Information Protection (AIP).
- With MIP, you can apply labels to files that restrict access, like setting view-only permissions. While this won’t deactivate the file after a time period, it can prevent users from editing or copying the content even if they download it.
- Setup Complexity: MIP requires an enterprise setup and may not be suitable for small businesses or individual subscriptions.
- OneDrive Link Expiration
- If you share the Excel file through a OneDrive link, you can set an expiration date for the link itself:
- This doesn’t impact the file if it’s already downloaded but will stop access to the shared file from OneDrive.
- To set an expiration date for a link in OneDrive:
- Go to the file in OneDrive and click Share.
- Click on Anyone with the link.
- Set the Expiration date under the sharing options.
- Limitations: This only controls access to the online version and not the downloaded file.
Summary:
- VBA: Simple to implement but not fully secure due to the possibility of disabling macros.
- DRM: More robust but may involve additional costs.
- MIP/AIP: Suitable for larger organizations with specific compliance needs.
- Link Expiration: Easy to set but only controls online access.
For your subscription-based service, VBA in combination with DRM might be the best route, as VBA can provide a basic layer of time-limited functionality, while DRM can enforce stricter controls on downloaded files.
My answers are voluntary and without guarantee!
Hope this will help you.
- DakotaCoffeyCopper Contributor
NikolinoDE Thank you for informing me of this alternative option. Sadly, this workaround isn't possible for my unique situation.
For context, the shared Excel file is an inventory management template I created that can generate invoices, track profitability, and create tax documentation. The reason I don't want my clientele to be able to download the file is because my company is a subscription-based service. If they can download my Excel templates, then they don't need to continue subscribing to my services.
Ideally, my clients should be able to access the Excel inventory template, have data entry permissions, and be able to print invoices or tax documentation from the Excel file.
Is there a way I can program the Excel file to generate a PDF from specific sheets? If there is a way to dynamically create PDFs from specific sheets within a shared OneDrive Excel file, this would be the perfect alternative.