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To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, date pickers, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.
Show the Developer tab
If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.
Open a template or a blank document on which to base the form
To save time, start with a form template or start from scratch with a blank template.
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Go to File > New.
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In Search online templates, type Forms or the type of form you want and press ENTER.
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Choose a form template, and then select Create or Download.
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Go to File > New.
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Select Blank document.
Add content to the form
Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set properties on controls once inserted.
Note: You can print a form that was created using content controls, but the boxes around the content controls will not print.
In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If you want to limit what users add, insert the plain text content control.
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Click or tap where you want to insert the control.
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Select Developer > Rich Text Content Control or Plain Text Content Control .
To set specific properties on the control, see Set or change properties for content controls.
A picture control is often used for templates, but you can also add a picture control to a form.
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Click or tap where you want to insert the control.
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Select Developer > Picture Content Control .
To set specific properties on the control, see Set or change properties for content controls.
Use building block controls when you want people to choose a specific block of text. For example, building block controls are helpful when you need to add different boilerplate text depending on the contract’s specific requirements. You can create rich text content controls for each version of the boilerplate text, and then you can use a building block control as the container for the rich text content controls.
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Click or tap where you want to insert the control.
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Go to DeveloperBuilding Block Gallery Content Control (or Building Block Content Control).
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Select Developer and content controls for the building block.
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Click or tap where you want to insert the control.
To set specific properties on the control, see Set or change properties for content controls.
In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.
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Go to Developer > Combo Box Content Control or Drop-Down List Content Control .
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Select the content control, and then select Properties.
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To create a list of choices, select Add under Drop-Down List Properties.
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Type a choice in Display Name, such as Yes, No, or Maybe.
Repeat this step until all of the choices are in the drop-down list.
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Fill in any other properties that you want.
Note: If you select the Contents cannot be edited check box, users won’t be able to click a choice.
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Click or tap where you want to insert the date picker control.
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Select Developer > Date Picker Content Control .
To set specific properties on the control, see Set or change properties for content controls.
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Click or tap where you want to insert the check box control.
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Select Developer > Check Box Content Control .
To set specific properties on the control, see Set or change properties for content controls.
Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.
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Click or tap where you want to insert a legacy control.
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Go to Developer > Legacy Forms drop-down.
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Select the Legacy Form control or Active X Control that you want to include.
Set or change properties for content controls
Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.
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Select the content control that you want to change.
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Go to Developer > Properties.
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Change the properties that you want.
Add protection to a form
If you want to limit how much others can edit or format a form, use the Restrict Editing command:
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Open the form that you want to lock or protect.
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Select Developer > Restrict Editing.
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After selecting restrictions, select Yes, Start Enforcing Protection.
Advanced Tip:
If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.
To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break.
Show the Developer tab
If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.
Open a template or use a blank document
To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.
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Go to File > New from Template.
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In Search, type form.
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Double-click the template you want to use.
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Select File > Save As, and pick a location to save the form.
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In Save As, type a file name and then select Save.
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Go to File > New Document.
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Go to File > Save As.
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In Save As, type a file name and then select Save.
Add content to the form
Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .
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In the document, click or tap where you want to add a content control.
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On Developer, select Text Box, Check Box, or Combo Box.
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To set specific properties for the control, select Options, and set .
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Repeat steps 1 through 3 for each control that you want to add.
Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.
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Set common properties.
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Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.
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Bookmark Set a unique name or bookmark for each control.
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Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.
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Add Help Text Give hints or instructions for each field.
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OK Saves settings and exits the panel.
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Cancel Forgets changes and exits the panel.
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Set specific properties for a Text box
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Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.
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Default text sets optional instructional text that’s displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.
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Maximum length sets the length of text that a user can enter. The default is Unlimited.
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Text format can set whether text automatically formats to Uppercase, Lowercase, First capital, or Title case.
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Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.
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Set specific properties for a Check box.
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Default Value Choose between Not checked or checked as default.
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Checkbox size Set a size Exactly or Auto to change size as needed.
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Check box enabled Lets the user check or clear the text box.
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Set specific properties for a Combo box
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Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.
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Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press — to remove a selected item.
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Drop-down enabled Lets the user open the combo box and make selections.
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Go to Developer > Protect Form.
Note: To unprotect the form and continue editing, select Protect Form again.
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Save and close the form.
If you want, you can test the form before you distribute it.
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Protect the form.
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Reopen the form, fill it out as the user would, and then save a copy.
Show the Developer tab
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On the right side of the ribbon, select , and then select Ribbon Preferences.
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Under Customize, select Developer .
Open a template or a document on which to base the form
You can start with a blank document and create your own form. Or, to save time, you can start with a form template.
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Go to File > New from Template.
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In the left pane, expand Online Templates, and then select Forms.
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Double-click the form template that you want to use.
Add content controls to the form
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In the document, click where you want to add the control.
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On the Developer tab, under Form Controls, select Text Box, Check Box, or Combo Box.
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To set specific properties for the control, select Options, and then configure the properties that you want.
Note: To create a list of drop-down items in a combo box, select the combo box placeholder, click Options, and then add the items that you want to appear in the drop-down list.
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Repeat steps 1 through 3 for each control that you want to add.
Add instructional text (optional)
Instructional text (for example, «Type First Name») in a text box can make your form easier to use. By default, no text appears in a text box, but you can add it.
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Select the text box control that you want to add instructional text to.
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On the Developer tab, under Form Controls, select Options.
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In Default Text, type the instructional text.
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Make sure that Fill-in enabled is selected, and then select OK.
Protect the form
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On the Developer tab, under Form Controls, select Protect Form.
Note: To unprotect the form and continue editing, click Protect Form again.
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Save and close the form.
Test the form (optional)
If you want, you can test the form before you distribute it.
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Protect the form.
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Reopen the form, fill it out as the user would, and then save a copy.
Creating fillable forms isn’t available in Word for the web.
You can create the form with the desktop version of Word with the instructions in Create a fillable form.
When you save the document and reopen it in Word for the web, you’ll see the changes you made.
Need more help?
Achieve more control and flexibility with your documents
Updated on September 11, 2022
What to Know
- Select Insert > Text Box > choose a text box template. Select and drag box to the position you want.
- To resize text, select and drag circles around the edge. To rotate text, select and drag the circular arrow.
- Place the cursor inside the text box and type the information you want to appear.
This article explains how to use text boxes in Microsoft Word. Instructions apply to Word for Microsoft 365, Word 2019, Word 2016, and Word 2013.
How to Insert a Text Box in Word
Start by opening the document you want to add a text box to. Then follow the steps below.
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On the ribbon, select Insert.
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In the Text group, select Text Box, then choose a text box template.
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The new text box appears in the middle of the text, and the Shape Format tab is automatically selected.
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Select and drag the box to the position you want. To resize the text box, select and drag the circles around the edge. To rotate the text box, select and drag the circular arrow at the top of the box.
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Place the cursor inside the text box and type the information you want to appear there.
Why Use Text Boxes?
When you type text in Microsoft Word, you have options for making it look a particular way on the page (such as changing the page margins), but those options are limited. Text boxes expand your formatting repertoire by offering additional control and flexibility for how your text appears. You can place a text box anywhere within a document and format it with different colors and fonts. This feature is especially helpful for creating a blockquote or a sidebar.
Customize a Text Box
After you create a text box, you can customize it in a number of ways.
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To bring up options, place the cursor inside the text box and right-click. Choose an option and follow the screen prompts to add a border, change the style, or adjust the way the text box interacts with the other text on the page.
Alternatively, use the controls on the Shape Format tab.
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To go directly to the Layout Options menu, select the text box, then select the Layout Options icon (it looks like a horseshoe and is located to the right of the text box).
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Change the text, make more adjustments, or move the box to another location at any time. To delete a text box, select its border, then press Delete on the keyboard.
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Content Controls in Microsoft Word offer a great way to automate your document creation. It also helps in organizing the content in a structured manner. These and many more features make Content controls easy to understand and use. So, let’s see how to add and change content controls in Word.
Content controls mostly find their use in creating templates and forms as they provide flexibility in content placement. Also, depending on your preferences, you can prevent them from being edited or deleted. Here’s how!
- Click File in Word.
- Scroll down to Options.
- Choose Customize Ribbon.
- Select the Developer box.
- Click OK.
- To add a Content control, click Rich Text Content Control box.
- Place the box at appropriate location, select Properties.
- Add General Information.
- Change Locking permissions.
How do you edit Rich Text Content Control?
Before proceeding with the steps to edit or Rich Text Content Control in Word, you’ll need to add the Developer tab to the Ribbon menu in Word.
For this, click the File tab on the Ribbon menu and choose Options.
When the Options window opens, navigate to Customize Ribbon.
Here, select the Developer box and hit the Ok button as shown in the image above.
Next, to add a Content control, click Rich Text Content Control box.
Place the box at the appropriate location, to create a template.
Then, select Properties under Controls block.
Add description like the title for the box, tags to be used, color for the box, etc.
You can also change Content controls by changing its locking permission (editing or deleting them) by checking/un-checking the following boxes.
- Content Controls cannot be deleted.
- Content Controls cannot be edited.
Similarly, you can choose to create a Drop-down List via Content controls.
How do I remove content control in Word?
If you would like to delete or remove Content controls in Word:
- Press Ctrl+A to select the entire document.
- Then, right-click a visible content control.
- Now, in the context menu that appears on your computer screen, click Remove Content Control.
What is a Rich Text Content control?
A block of rich text that can be formatted represents a Rich Text Content control. So, all the custom formatted text like pictures, tables and other such items can be included in this category.
Hope it helps!
A post-graduate in Biotechnology, Hemant switched gears to writing about Microsoft technologies and has been a contributor to TheWindowsClub since then. When he is not working, you can usually find him out traveling to different places or indulging himself in binge-watching.
Even though Microsoft Word gives you plenty of ways to format, align, and manipulate text, there may be a time when it’s not enough. By using text boxes in Word, you have the flexibility to place text where you want, put it inside a shape, or customize it to make it pop.
Content
- How to Insert a Text Box in Word
- How to Resize, Rotate, or Move a Text Box
- How to Customize the Text Box Appearance
- How to Connect Text Boxes in Word
- Frequently Asked Questions
You can insert a premade text box that includes formatting and a style or start from scratch by drawing your own.
Insert a Built-In Text Box
Using a premade text box, you can get a jump start on the formatting or apply a bit of flare without any extra work. Currently, this feature is only available in Word on Windows, not Mac.
- Head to the “Insert” tab and open the “Text Box” drop-down box. You’ll see options below “Built-in” at the top. If you hover your cursor over one, you can see a brief description.
- Choose the premade text box you want to use, and you’ll see it pop onto the page.
- Click inside the box, which selects the sample text, then type your own.
You can customize the built-in text box, just like one you draw yourself, which is described below.
Draw a Text Box
If you want a complete blank canvas for your text box, you can draw one the size you need and insert your text. Additionally, this is the only option for inserting a text box in Word on Mac at this time.
- Go to the “Insert” tab and open the “Text Box” drop-down box. On Windows, select “Draw Text Box.”
- On Mac, select either “Draw Text Box” or “Draw Vertical Text Box.” The latter places the text sideways in the box as shown below.
- When your cursor changes to a crosshair symbol, drag to draw the text box the size you want. You can still resize the text box later if needed.
- Once you have your box, just type your text inside of it.
Note: you can also add text boxes in Google Docs.
How to Resize, Rotate, or Move a Text Box
You aren’t stuck with the size, angle, or location of your new text box. You can easily resize, rotate, or move a text box in Word a few different ways.
Resize a Text Box
- To quickly resize a text box, drag a corner or edge.
- You can also go to the “Shape Format” tab to change the size. Use the Size section of the ribbon to enter the dimensions in the “Height” and “Width” boxes.
- If you want to size your box according to the text within it, right-click the text box and pick “Format Shape.” When the sidebar opens, go to the “Layout & Properties” tab and check the box for “Resize shape to fit text.”
Rotate a Text Box
- To freely rotate the box, drag the circular arrow at the top to the right or left.
- To rotate it right or left 90 degrees, go to the “Shape Format” tab. Pick an option from the “Rotate” drop-down menu in the “Arrange” section of the ribbon.
- For an exact angle, right-click and choose “More Layout Options.” Open the Size tab, enter the angle in the “Rotation” box, and click “OK.”
Move a Text Box
To move a text box, drag it to your desired location.
Because a text box works like an object, any other text in your document won’t move out of the way for a text box. However, you can use the Wrap Text and Position features to adjust this if needed.
- Go to the “Shape Format” tab, then use the “Wrap Text” drop-down box in the “Arrange” section of the ribbon to choose a wrapping option. For instance, you can place the box in line with the text.
- You can also use the “Position” drop-down box to the left of “Wrap Text” to place the box in a specific spot within the text. For example, you can place it on the top left with text wrapping around it.
Tip: learn how you can create and customize tables in Word.
How to Customize the Text Box Appearance
Along with resizing, rotating, or moving a text box, you may want to change its appearance. You can customize the shape of the text box, apply a background color, or give it a border.
- Select the text box and head to the “Shape Format” tab, then use the following sections of the ribbon to customize the box and text:
- Insert Shapes: open the “Edit Shape” drop-down menu, move to “Change Shape,” and select a new shape in the pop-out menu.
- Shape Styles: pick a preformatted design in the Shapes Styles box or choose a fill, apply a border, or add a shadow.
- WordArt Styles and Text: use these two sections to adjust the appearance of the text. Apply a design, fill, outline, or effect. You can also change the direction or align the text. For the font style and size, use the options in the “Font” section of the “Home” tab.
- For additional options, right-click the text box and select “Format Shape,” then you can adjust both the box and text settings in the sidebar. Some options match those in the ribbon while others are different. For instance, you can adjust the transparency of the box or text.
Try this: create an organized document with a table of contents and add page numbers in Word.
How to Connect Text Boxes in Word
One super-handy feature of text boxes in Word is that you can link them together. This allows you to start typing in one box and have the text carry over to the next box. It’s ideal for a list of tips, brief instructions, or short stories you want to include with your content.
To link text boxes, the box you want to connect to the previous one must be empty. If you already have your boxes filled with text, you can either remove the text from the subsequent boxes or add new boxes and remove the existing ones.
- Insert a text box as described earlier, then add a second text box, but be sure to leave it empty.
- Select the first text box, go to the “Shape Format” tab, and pick “Create Link” in the Text section of the ribbon.
- When your cursor changes to a paint can icon, click inside the second text box. This creates a link between the two. If you want a third or fourth text box linked, follow the same process by linking the second box to the third, third to the fourth, and so on.
- As you add text to the first box, the text that won’t fit then fills the second text box. If you have more text boxes, they will continue to fall into them.
- If you resize the text boxes, the amount of text in each one adjusts to accommodate it. When you resize one text box, you’ll see the linked box automatically resize as well.
- Should you decide later you don’t want the boxes linked, you can break the link. Select the first text box, go to the “Shape Format” tab, and click “Break Link.” Follow the same process to remove any additional text box connections.
Frequently Asked Questions
Can I add a hyperlink to a text box in Word?
You can add a link to a text box or specific text within it, just like any other object or text in a Word document.
To link the box, select it. To link specific text within the box, select it instead. Right-click, pick “Link” or “Hyperlink,” then choose an existing file or web page, place in the document, new document, or email address. On the right, select the item or add the URL and click “OK.”
How do I stop text from wrapping inside of a text box?
By default, the text inside of a text box wraps to the next line when it reaches the edge of the shape. But you can change this if you would like.
Right-click the text box and pick “Format Shape.” When the sidebar opens, select the “Layout & Properties” tab and uncheck the box for “Wrap text in shape.”
Can I temporarily hide text boxes in Word?
As you work on the other content in your document, you may want to hide a text box or two to focus on other things.
Select a text box, go to the “Shape Format” tab, and click “Selection Pane” in the “Arrange” section. When the sidebar opens, click the eye icon to the right of a text box to hide it. For all text boxes, click “Hide All” at the top. To unhide the text boxes, select the eye with a line through it to the right or pick “Show All” at the top.
Image credit: Pixabay. All screenshots by Sandy Writtenhouse.
Sandy Writtenhouse
With her BS in Information Technology, Sandy worked for many years in the IT industry as a Project Manager, Department Manager, and PMO Lead. She wanted to help others learn how technology can enrich business and personal lives and has shared her suggestions and how-tos across thousands of articles.
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There are several ways to create a table of contents in Microsoft Word. In this tutorial, we are going to look at the two most convenient ways. Plus, we are going to update a table of contents after making changes to the document. We will also delete a table of contents.
- How to Create a Built-In Table of Contents
- How to Create a Custom Table of Contents
- How to Choose Individual Heading Levels for a Table of Contents
- How to Update a Table of Contents
- How to Delete a Table of Contents
Important Note: To follow these steps, your headings must be formatted with Word’s heading styles. For information on heading styles, please see “How to Create and Customize Headings in Microsoft Word.”
This tutorial is available as a YouTube video showing all the steps in real time.
Watch more than 100 other writing-related software tutorials on my YouTube channel.
The images below are from Word for Microsoft 365. The steps are the same in Word 2021, Word 2019, Word 2016, Word 2013, and Word 2010. However, your interface may look slightly different in those older versions of the software.
Word’s built-in tables of contents are the easiest to create. However, they offer the fewest number of customization options.
- Place your cursor where you want to insert the table of contents.
- Select the References tab in the ribbon.
- Select the Table of Contents button.
- Select a built-in table of contents from the drop-down menu.
Your table of contents should appear in your document.
How to Create a Custom Table of Contents
Word’s custom tables of contents provide formatting options and allow you to include or exclude specific heading levels.
- Place your cursor where you want to insert the table of contents.
Pro Tip: The custom table of contents option does not automatically create a title (e.g., Table of Contents or Contents), so be sure to leave a blank line above your cursor where you can enter a title later.
- Select the References tab in the ribbon (see figure 1).
- Select the Table of Contents button (see figure 2).
- Select Custom Table of Contents from the drop-down menu.
- Select a visual style from the Formats menu in the Table of Contents dialog box. (The From Template option is based on the styles established in your current template.)
- Select the number of levels you want to include in the Show levels menu.
- (Optional Step) Select additional options concerning page numbers and tab leaders, which are the dots, dashes, or lines that appear before the page number.
How to Choose Individual Heading Levels for a Table of Contents
By default, Word’s tables of contents include text formatted with sequential heading styles (e.g., Heading 1, Heading 2, Heading 3, etc.). However, you can manually include or exclude individual heading levels within your custom table of contents.
- Select the Options button in the Table of Contents dialog box.
- Enter the sequence of the heading levels you want to appear in the TOC level text boxes in the Table of Contents Options dialog box.
In the example above, I entered 1 across from Heading 2 because I want my table of contents to begin with Heading 2 and exclude Heading 1.
- Select the OK button.
- Select the OK button.
Your table of contents should appear in your document.
- Type a title (e.g., Table of Contents or Contents) above your table of contents.
How to Update a Table of Contents
Your table of contents won’t automatically update as you add additional headings to your document. Instead, you can update your table of contents as you add headings or when the document is complete.
- Place your cursor in the table of contents.
- Right-click and select Update Field from the shortcut menu.
Pro Tip: You can also select Update Table in the Table of Contents group in the References tab.
- Select Update entire table from the Update Table of Contents dialog box.
- Select the OK button.
Your table of contents should update immediately.
How to Delete a Table of Contents
You don’t have to select the table of contents to delete it.
- Select the References tab in the ribbon (see figure 1).
- Select the Table of Contents button (see figure 2).
- Select Remove Table of Contents from the drop-down menu.
Your table of contents should be deleted immediately.
Related Resources
How to Create and Update a List of Tables or Figures in Microsoft Word
How to Cross-Reference Tables and Figures in Microsoft Word
How to Insert Figure Captions and Table Titles in Microsoft Word
Updated January 03, 2022