Troubleshooting damaged documents in Word for Mac. Content provided by Microsoft. As a last resort, you can try to access the document in Microsoft Word X or Word 2004 on a Mac, as some older documents are inaccessible with the Word 2008 compatibility mode. If the document can be opened with an older version of the.
Image: Content Control Properties window from the Developer tab This example illustrates the fields and controls on the Content Control Properties window from the Developer tab. You can find definitions for the fields and controls later on this page. Continue step three and four for id, title, fulltext, and byreference. If you only add a content control using the newclause tag to a clause with no other content controls within the newclause tag, then all text in the content control will be imported as full text.
If you have many clauses to import, you can streamline this process by adding custom buttons to the Quick Access Tool bar in Word. This enables you to highlight various sections of a clause and use these buttons to tag clauses with a single click for each property: newclause, id, title, fulltext, and byreference. Image: Modify Button window This example illustrates the fields and controls on the Modify Button window. You can find definitions for the fields and controls later on this page. From the Modify Button window, select a button and enter newclause in the Display name field.
This enables this name to appear when you hover your mouse pointer over the icon from the Quick Access Toolbar. Click the OK button.
The macro button for the newclause macro is now located in the Quick Access Toolbar. When you want to tag a section of a clause as a newclause, highlight the text and click the button. The clause section will be tagged with the content control tags showing a newclause. Repeat these steps to create macro buttons for these remaining content control tags: id, title, fulltext, and byreference.
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. These techniques would be useful for creating protected trust receipts with Document Automation. Related article: If you are not familiar with Document Automation, please see the following support articles: Contents Showing the Developer Tab 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. To show the Developer tab, click 'File'.
Then click 'Options'. In the Word Options window,. Click on 'Customize Ribbon' in the left-hand sidebar. In the Tabs area on the right, check the box beside 'Developer'.
Adding Form Controls On the 'Developer' tab 1, in the 'Controls' group 2 are a number of available form control fields. Some useful form controls are: Rich Text Content Control — The end user will be able to format the text entered in this text area. Plain Text Content Control — The end user will NOT be able to format the text entered in this text area.
Combo/Dropdown Selection Control — Options can be added to this control for users to select from. Date Picker — Brings up a mini calendar to choose a date from. 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. To change the default placeholder text on the control ('Click here to enter text' in the above example) click '. To change the Properties of the control, click '. Control Properties Each control has options that can be accessed by clicking 'Properties' with the control you want to modify selected. For 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.
Example #1 — Rich Text Content Control Properties. The example to the left shows the basic Property options available to form content controls. Adding a name to the 'Title' field, will display that name when the control is selected. The 'Show as' dropdown box allows you to change the basic appearance of the control's bounding box or tags.
The 'Locking' options are only useful if your template controls already contain content that you do not want to be changed or delete. Do not check these options if you expect that the content may need to be added or changed in the content control. Example #2 — Combo/Dropdown Selection Control Properties. The Date Picker Control Properties allow you to select the format of the date that is displayed when the user selects a day from the mini calendar.
Click on a date format in the selection area to select it, then click OK. Formatting Form Controls By default, the text that is input into a control will have the same formatting as the line that it was added to. To change the formatting of the text that is input into the control, highlight the control with 'Design Mode' OFF and make formatting adjustments as you would to any other text. To change the wording or formatting of the control's placeholder text:. Turn on 'Design Mode'.
Highlight the placeholder text and make formatting adjustments as desired. Turn OFF 'Design Mode'. Form Control with Default Placeholder Text and No Formatting - Design Mode On Form Control Formatted with Custom Placeholder Text - Design Mode On Form Control Formatted with Custom Placeholder Text - Design Mode Off 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. Adding a highlight or some distinctive styling to the placeholder will make it more visible in your document. When the end user types or selects content in the control, the placeholder formatting will disappear and the content will take the styling of that line in your document.
Adding Editing Restrictions/Protection to Your Template Protecting your template can ensure that any user or Contact who may be completing your merged documents will only be able to modify information that is in the form controls that you add to your template. To restrict editing on your template:.
Go to the Developer tab. Click on 'Restrict Editing'. In the Restrict Editing sidebar on the right, check the box under step ' 2. Editing restrictions' and change the dropdown to 'Filling in Forms'. Click 'Yes, Start Enforcing Protection' under step ' 3. Start enforcement'.
In the Start Enforcing Protection pop-up, enter in an optional password if you want the document to be password protected, or click OK if you do not want to add password protection. Save the protected template as a new version to ensure that you don't overwrite your original document. Once uploaded to Clio, the protected template will create new protected Word documents while still pulling information from Clio. More information is available on In under an hour, we demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We also demonstrate how to add editing restrictions to your template. This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation. Click to view the recording.