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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.