The key to controlling the input information is to set restrictions in the Properties for each content control you add to a document. I’m not going to detail every control available in Word in this article, as they’re quite self-explanatory to use, but let’s have a look at one more. Click OK to finish editing the control’s properties.If you don’t want users to be able to delete the content control, check Content control cannot be deleted below Locking.Additionally, you can restrict formatting options, such as the text color, style, and whether the content control is removed after editing.The Tag field is optional, but if you intend to access the information collected programmatically, this is how the control is located and identified within the document.This text will appear in the tab attached to the control in the Word document and is for giving the user guidance as to what information the control requires. In the Content Control Properties dialog, enter a title for the control in the Title: field.
Rich Text Content Control properties in Word 2016 (Image Credit: Russell Smith) Position the cursor in the document in the place where you’d like to add the control, and then click the Rich Text Content Control icon on the ribbon. In the Controls section of the Developer tab, you’ll see that the first two controls are for adding plain and rich text fields.Switch to the Developer tab on the ribbon.Let’s look at the available content controls on the Developer tab. Unlike the old Active X controls used with VBA, content controls in newer versions of Word aren’t a security risk and are compatible with Open XML Automation. You should now see the Developer tab on the ribbon, and now you’re ready to add form controls to Word documents. Check Developer in the last of tabs and then click OK.Make sure that Main Tabs is selected in the menu on the right below Customize the Ribbon.In the Options dialog box, click Customize Ribbon on the left.Switch to the File tab on the ribbon and click Options on the left.When used alongside the ability to restrict editing in a document, as I demonstrated a couple of weeks ago on Petri in An Office 365 Tip on Restricting Editing in Word 2016, content controls are especially useful in ensuring that only specific parts of a document can be modified.īefore you can add content controls to a document, you need to enable the Developer tab in the ribbon. Using a form in a Word document may seem like a feature that’s only useful for creating questionnaires, but content controls such as text fields, checkboxes and drop-down menus can also be used in collaboration scenarios where you want to share a document but guide colleagues on where they should provide input. Date Picker Content Control in Word 2016 (Image Credit: Russell Smith)
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