When formatting control placeholder text, keep in mind that the default styling of that placeholder may not make it easy to immediately identify as a form control. To change the Properties of the control, click ' Properties'.Įach control has options that can be accessed by clicking 'Properties' with the control you want to modify selected.įor example, this is how you will add options to a Dropdown Selection Control or specify the date format displayed when using the Date Picker Control.Įxample #1 - Rich Text Content Control Propertiesįorm Control with Default Placeholder Text and No Formatting - Design Mode Onįorm Control Formatted with Custom Placeholder Text - Design Mode Onįorm Control Formatted with Custom Placeholder Text - Design Mode Off To change the default placeholder text on the control ('Click here to enter text' in the above example) click ' Design Mode'.

To add a form control to your template, click in the document where you want the control to go, then click on the icon for the control that you want to add. Plain Text Content Control - The end user will NOT be able to format the text entered in this text area.Ĭombo/Dropdown Selection Control - Options can be added to this control for users to select from.ĭate Picker - Brings up a mini calendar to choose a date from. Rich Text Content Control - The end user will be able to format the text entered in this text area. On the 'Developer' tab 1 , in the 'Controls' group 2 are a number of available form control fields. In the Tabs area on the right, check the box beside 'Developer'.Click on 'Customize Ribbon' in the left-hand sidebar.The tools that you will need to add form controls to your template can be found in the Developer tab which is hidden by default. If you are not familiar with Document Automation, please see the following support articles:Īdding Editing Restrictions/Protection to your Template

Related article: Tutorial - Using Document Automation to Create a Trust Receipt

These techniques would be useful for creating protected trust receipts with Document Automation.

This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or 'Content Controls' in Microsoft terminology) for data that cannot be completed by Clio's merge field tags.

How to make a word document uneditable