When you click Design Mode and return to the document, you’ll see the words ‘Choose an item’ in gray. Repeat this step with each entry for the list, and click OK when you’re finished. Now click Add in the Properties dialog box, and type an entry for the list (for this example, leave the display name and the value the same). To prepopulate the control with a set of choices, select the control and then click Properties. For this control, you can not only type a title and use a style to format its contents, but also format it so that it cannot be deleted. In these cases, creating a template with the Drop-Down List Content Control or the Combo Box Content Control is the way to go.Ĭlick the Drop-Down List Content Control to add it to the document. Populate the Drop-Down List Content Control with items for the user to choose from.With some documents, you’ll want to pick from a limited number of options presented in a list. In the last mode, the content control will appear in the document until someone has typed text in it as soon as they do, the content control will vanish, but the text typed into it will remain. On top of that, you can leave this control as is, lock it so that it cannot be deleted, or set it so that it automatically disappears once its contents have been edited. You can also elect to permit or disallow carriage returns.
You can preformat the text in this control using a defined style, so that any text the user enters there will appear a certain way. The Plain Text Content Control creates a designated place for someone to enter text into a document.
Use the Plain Text Content Control as a placeholder for a user to enter text into the document. If you use styles, and the style set changes, the date’s text formatting will automatically change to match the new style set.Īdd a Content Control to Manage Text Entry You can also use Properties to lock the content control so that it can’t be deleted, or you can add a title to the control telling the user about its purpose (“Select a date for a meeting,” for example).įinally, you can format the control with a Word style so that the date looks the way you want it to. Use the Properties dialog box to format the control (for instance, to have the month spelled out instead of being represented numerically). Click the Date Picker control and then click the Properties button (it’s in the Controls segment of the Ribbon). To see these, click Design Mode once again. The Date Picker has some handy settings you can configure. Pick a date, and that date will appear automatically in the document. Turn off Design Mode, and you’ll see a box labeled ‘Click here to enter a date.’ The calendar will appear when you click the down arrow on the control.
The Date Picker Content Control will display a small calendar that allows the user to choose a date.Click the icon to add this element to your document. The Date Picker Content Control creates a placeholder that you can use to choose a date from a calendar. Hover your mouse over the icons in the Controls group, and a label will pop up identifying each control. Select a Date Using the Date Picker Control Now select the Developer tab, locate the Controls group, and click Design Mode. In Word 2007, choose File > Word Options and then click the Show Developer Tab in the Ribbon checkbox (from the Popular set of options) and click OK. In the right-hand panel, locate and click the Developer checkbox and click OK. To enable it in Word 2010, choose File > Options > Customize Ribbon.
#MICROSOFT WORD TEMPLATES FORMS HOW TO#
If you write lots of letters to the same few correspondents, generate electronic data-entry forms, produce documents with boilerplate language, or find yourself typing the same phrases over and over, wouldn’t it be convenient if your documents were already partially formatted and allowed you to make selections from drop-down menus instead of copying and pasting from documents you created earlier? I’ll show you how to use the Content Control tools within Microsoft Word to create templates that you can use every day.Ĭontent Controls let you add interactive elements to your Word documents, but you might not even know they exist because they’re accessible only from the Developer tab in Word’s Ribbon, and that tab is disabled by default. With interactive documents, you can choose from a range of predefined options for data, instead of typing the data from scratch each time.
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