Microsoft Office Tutorials and References
In Depth Information
Protecting and Using the Form
INSIDE OUT Convert content controls to text
In some situations you might want to remove a content control but preserve its
contents. Doing so in a protected form, for example, prevents subsequent changes to a
form entry. If you use the sample templates included with Word—many of which are
loaded with content controls—you might want to remove them just to tidy up your
document.
Conversion is easy: Right-click anywhere within the content control and choose Remove
Content Control. Don’t worry. The contents remain in the document.
On the other hand, you might want to prevent a user from removing a content control.
That’s easy too. In the properties dialog box for the control (such as the one shown in
Figure 9-16), under Locking, select Content Control Cannot Be Deleted.
You can provide more guidance by changing the default text that appears in the content
control (usually “Click here to enter text” or “Choose an item”). To enter something more
descriptive or instructive, be sure you’re in Design mode. Then simply click in the control
and edit the text. The text you enter remains visible regardless of editing restriction settings,
and disappears only when someone replaces it with form data.
When you’re finished inserting content controls, modifying their properties, and adding
instructional text, exit Design mode by clicking the Design Mode button.
Protecting and Using the Form
The last step before you save the form template and begin using it is to protect it by
imposing restrictions on editing. Doing so prevents users from modifying any part of the
document except those parts within a control. It also makes filling out the form easier
because a user can select or edit only the form fields.
To protect a form, on the Developer tab (or Review tab) in the Protect group, click Restrict
Editing. The Restrict Formatting And Editing task pane appears. Under Editing Restrictions,
select the check box and then select Filling In Forms. Click Yes, Start Enforcing Protection
and enter a password if you want to prevent others from removing this restriction. (If you
use a password, be sure you keep it in a safe place so you don’t lock yourself out!)
Your form template is finished. Save it in a place where those who are going to ill out the
form can get to it.
When it comes time to ill out the form, create a document based on the template. If you
store the template file in your templates folder, click File, New, My Templates, and then
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