Select a control and then select Options to set up or make changes. Options let you set common settings, as well as control specific settings. For more info on sections, see Insert a section break. To do this, choose Select Sections in the Restrict Editing panel. If you want to protect only parts of the document, separate the document into sections and only protect the sections you want. Open the form that you want to lock or protect.Īfter selecting restrictions, select Yes, Start Enforcing Protection. If you want to limit how much others can edit or format a form, use the Restrict Editing command: Select the content control that you want to change. For example, the Date Picker control offers options for the format you want to use to display the date. Set or change properties for content controlsĮach content control has properties that you can set or change. Select the Legacy Form control or Active X Control that you want to include. Go to Developer > Legacy Forms drop-down. At some point this may change but it has been more than ten years waiting for Microsoft to add this to their Mac versions.Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.Ĭlick or tap where you want to insert a legacy control. The Macintosh interface currently does not encompass creation or modification of Content Controls. Work on Content Controls through the User Interface is best done using the Windows desktop application These document properties are different, though from the ones discussed in my article and are not linked or mapped to XML. Document Properties can also hold variable information which can be shown in a DocProperty Field. Here is a list of the usual Word Fields with links to documentation. My answer deals with Content Controls, which are not fields and which can relate to variable information. In your question, you are conflating variables, fields, and Content Controls. (probably more than you need) CC/V/BM & DP Tools Add-In by Greg Maxey Content Control / Document Variable / Bookmark and Document Property Editor Add-In).Insert Content Control Add-In by Graham Mayor.They are from Greg Maxey and Graham Mayor. Here are free Add-Ins that make mapping Content Controls relatively simple. They show how to work through the user interface of Word rather than external coding. I recommend starting with the first three unless you are already into VSTO solutions. Custom XML parts - Microsoft Documentation (requires Visual Studio).How to Add custom XML parts to document-level customizations - Microsoft Documentation (requires Visual Studio).Walkthrough: Bind content controls to custom XML parts - Microsoft Documentation (requires Visual Studio).Content Controls - Microsoft Documentation - focus is on changes made with Word 2013.Repeating Data Using Document Property Content Controls and other Mapped Controls (my page).One of these could also be used to have the client name and other information in the footer or header. That template could definitely be improved by using mapped content controls for information that is entered in multiple places. The key through the user Interface is the Developer Tab and possibly the "document properties" found under Insert > Quick Parts which are discussed in the second reference link below. Content Controls can be linked or mapped to XML nodes but are not required to be so linked. Normally here we try to give answers but not write books. What you are asking could be the subject of a book.
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