1 Open the document in Word 2010. 2  Select the 'Review' tab. 3  Click on the 'Protect Document' button, and choose 'Restrict Formatting and Editing'. 4  In the task pane on the right side of the window, select 'Allow only this type of editing in the document'. Accept 'No changes (Read only)'. 2  Click on the button - 'Yes, Start Enforcing Protection'. 3  Save the file. 4  Open the document in Excel 2010. 5  Select the 'Review' tab. 6  Set restrictions using 'Protect Sheet', 'Protect Workbook', and 'Allow Users to Edit Range's as is appropriate. 7  Save the file.