Manage Document Options and Settings
Two layers of settings
Candidate questions here test whether you know where a setting lives and what it actually changes.
Application options (File > Options). General controls user name and initials, which feed comments and tracked-change authors. Display controls formatting marks and hidden text. Proofing controls AutoCorrect and spelling behaviour. Save controls the default file format, AutoRecover interval, default local file location, font embedding, and Remove personal information from file properties on save. Advanced controls paste defaults, measurement units, field shading, and compatibility/layout options. Customize Ribbon and Quick Access Toolbar control the UI. Add-ins and Trust Center control code and security.
Document-level settings (File > Info). Protect Document offers Mark as Final, Encrypt with Password, and Restrict Editing. Check for Issues offers Inspect Document, Check Accessibility, and Check Compatibility. The Properties panel and its Advanced Properties dialog hold standard and custom properties.
Compatibility Mode shows in the title bar for files created in older formats; newer layout and typography features stay disabled until you use File > Info > Convert.
Traps
Remove personal information strips document properties and author metadata only, not body text, comments, or tracked changes, which belong to Document Inspector, and each Inspector checkbox must be ticked manually. Mark as Final is advisory; anyone can edit afterwards. Macro settings and Trusted Locations are per application, not per document. AutoRecover is not AutoSave (OneDrive/SharePoint).
Rule of thumb
If a command is greyed out or missing, check in this order: compatibility mode, then document protection, then macro security.
Worked example
A user cannot apply a new text effect. The title bar reads Compatibility Mode. Convert the document, or change the default save format in File > Options > Save.