Control boxes in word

You may need to add check boxes in your Word document mainly for two reasons:

1)     To create an electronic Form containing clickable checkboxes, which can be used to capture user feedback (like a survey); see the following example:

2)     To create a printable checklist, containing a checkbox against each item in the document. See the following example:

Adding checkbox controls to create a electronic Form (Word 2007)

You can find the checkbox control on the Developer tab of the Ribbon menu.

Note: If you could not see the Developer tab on the Ribbon, you may need to enable it from Word Options. Read the following article to know how to enable it.

https://wordknowhow.wordpress.com/2013/12/04/how-to-enable-the-developer-tab-in-word/

1. On the Ribbon, under the tab Developer, within the group Controls, click the icon Legacy Tools. A drop-down list appears, which contains two sections: Legacy Forms and ActiveX Controls. See below.

ActiveX Control checkbox

1. Both the sections have check box controls. If you choose to use the checkbox control available under ActiveX Controls section, click the Checkbox (ActiveX Control) icon. Word creates something like the following. Notice that the control is in Design Mode. Design Mode option is activated within the group Controls.

If you deactivate the design mode, the  checkbox becomes clickable and you can use it to create a Form.

i.    Right-click the checkbox control and select option Properties from the right-click menu.

ii.    On the Properties sheet, under the tab Alphabetic, against the row Caption, enter a caption for the checkbox. Alternatively, you can delete the default caption to retain only the checkbox. You can even insert a picture instead by clicking the row named Picture from the Properties sheet.

Note: The ActiveX Control checkbox provides extended features as compared to the Legacy checkbox.

iii.    You may find it difficult to format ActiveX checkbox controls if you are not in Design Mode. Switch to design mode by clicking the control. Now, place mouse cursor in front of the control and then use the TAB key to move it horizontally, SHIFT+TAB to move it in the opposite direction, press ENTER key to move it a step down, and press the Backspace key to bring it a level up.

Note: You can easily delete, resize, etc. in Design Mode.

Legacy check box

1. If you choose to use a legacy checkbox, click the check box icon under the section Legacy Forms from the Legacy Tools drop-down list. Word creates a shaded square box, which is unchecked by default. Double-click the box to open the Check Box Form Field Options window. Here, you can control the checkbox size, default value, etc.

Note: Interestingly, the legacy check boxes cannot be used readily until you apply protection to your document. By default, Word adds a shaded checkbox. If you wish you can remove the shading by simply clicking the Form Field Shading icon available under the Legacy Tools list. See below image.

Apply protection to your document

i.    To apply protection to your document, under the tab Developer, within the group Protect, click Protect Document. From the drop-down menu, click option Restrict Formatting and Editing.

ii.    On the Restrict Formatting and Editing pane, under the section Editing Restriction, enable option “Allow only this type of editing in the document” and then select the option “Filling in forms” from the list box.

iii.    Now, under the section Start Enforcement, click the button Yes, Start Enforcing Protection. The Start Enforcing Protection dialog box appears, where  you need to set a password to protect your document.

Once protection is  enforced, you can select/deselect the check box. Remember that you cannot edit a protected document. Therefore, apply protection only after you are done with formatting the document. You can unprotect a document by clicking the Stop Protection button available at the bottom of the Restrict Formatting and Editing pane.

Creating a printable check list

It is easy to add checkboxes to a document to create a printable checklist document. There are many ways you can create check boxes in a word document.

Method 1: On the Word Ribbon menu, under the tab Developer, within the group Controls, click the Legacy Tools icon. From drop-down list, under the section Legacy Forms, click the Check Box Form Field icon. Word inserts a shaded check box. Click the Form Field Shading icon to  remove shading around the checkbox. Now, you can copy and paste the same to create multiple checkboxes in your document.

Method 2: On the Word Ribbon menu, under the tab Insert, within the group Illustrations, click icon Shapes. From the drop-down list, click the shape Rectangle. Change its dimensions  to make it a perfect square. Copy and paste the same to create multiple checkboxes.

Method 3: On the Word Ribbon menu, under the tab Insert, within the group Symbols, click icon Symbol. From bottom of the drop-down list, select option More Symbols. From the Symbols window, select a square shape and then click Insert. Word inserts a square at the cursor position.

Add and change Content Controls in Word

1. Click File in Word.
2. Scroll down to Options.
3. Choose Customize Ribbon.
4. Select the Developer box.
5. Click OK.
6. To add a Content control, click Rich Text Content Control box.
7. Place the box at appropriate location, select Properties.
8. Add General Information.

What does control contents mean in a Word document?

Individual content controls can contain content such as dates, lists, or paragraphs of formatted text. Content controls help you to create rich, structured blocks of content and are designed for use in templates that insert well-defined blocks into your documents, creating structured documents.

How do I turn a Word document into a fillable form?

Creating Fillable Forms Using Microsoft Word

1. Enable Developer Tab. Open Microsoft Word, then go to the File Tab > Options > Customize Ribbon > check the Developer Tab in the right column > Click OK.
2. Insert a Control.
3. Edit Filler Text.
4. Design Mode button again to exit the mode.
5. Customize Content Controls.

How do you insert rich text content control in Word?

If the Controls task pane is not visible, click More Controls on the Insert menu, or press ALT+I, C. Under Insert controls, click Rich Text Box. In the Rich Text Box Binding dialog box, select the field in which you want to store rich text box data, and then click OK.

How do I make a Word document fillable and not editable?

Head on to the “Protect” section on the ribbon and click the button labeled “Protect Document.” You should then click the button named “Restrict Formatting and Editing.” On the options that appear, select the one that says “Allow only this type of editing in the document” and pick “Filling in forms.” Once you’re done,

How do I create a fillable PDF from Word?

Create a Fillable PDF Form from a Word Document

1. Open the Word document that you want to make into a PDF form.
2. Go to File -> Print, make sure “Adobe PDF” is selected as your printer, and then click the Print button.
3. Word will ask you where to save the PDF file you’re creating.

How do I turn a Word document into a fillable PDF?

How to create fillable PDF files:

1. Open Acrobat: Click on the “Tools” tab and select “Prepare Form.”
2. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields.
3. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane.
4. Save your fillable PDF:

How do I edit content control text in Word?

On the Developer tab, in the Controls group, click Design Mode. Click the content control where you want to revise the placeholder instructional text. Edit the placeholder text and format it any way you want.

How do I insert plain text content control in Word 2013?

Inserting a Content Control

1. Position the insertion point where you want the new control.
2. On the Developer tab, make sure Design Mode is selected.
3. Click one of the content control buttons on the Controls group to insert it into the document.

What is a fillable PDF?

Answer. A fillable PDF is a PDF document that includes certain fields that are editable without PDF-editor software. Any fillable PDF that opens in modern PDF viewers (Acrobat, Preview, Chrome, Bluebeam) will be usable in the Forms tool. Note: XFA-based PDFs are only compatible with Adobe.

How do I convert a Word document to a fillable PDF without Acrobat?

To create a fillable PDF using this tool, follow these steps:

1. Open ApowerPDF.
2. Click on Create.
3. Select Blank Document.
4. Select the Forms tab.
5. Add the forms fields that you need – double-click on the field to change its appearance, name, and layout.
6. When you are finished, click on File and then choose Save.

How do I use developer tools in Word?

The Developer tab isn’t displayed by default, but you can add it to the ribbon.

1. On the File tab, go to Options > Customize Ribbon.
2. Under Customize the Ribbon and under Main Tabs, select the Developer check box.

How do I edit content control drop-down in Word?

If you want to make any changes to the drop-down box, just select it while in Developer Mode and click “Properties” again. Select “Content control can’t be deleted” to ensure readers cannot delete the drop-down box or its options. Don’t select the “Contents cannot be edited” option.

How can I make CV on my laptop?

To access these CV templates from your computer:

1. Open Microsoft Word, then click on “New from Template.”
2. Then, type “CV” or “curriculum vitae) into the search bar to browse for available templates.
3. Finally, choose the template you want to use, and Word will launch your ready-to-use template.

How do I copy and paste content control?

Press Ctrl+C to copy the control to the Clipboard. Position the cursor where you want to repeat the control’s selected value. Don’t press Ctrl+V as you normally would to paste something. Instead, choose Paste Special from the Paste dropdown in the Clipboard group on the Home tab (Figure D).

How do you use combo box content control?

Under Insert controls, click Combo Box.

1. Click Add.
2. In the Value box, type the text that you want to store if a user selects this entry.
3. In the Display name box, type the text that you want to display for this entry, and then click OK.
4. Repeat steps 1 through 3 for each entry that you want to add to the list box.

Is fillable a word?

Able to be filled.

Are all PDFs editable?

Adobe Acrobat has all kinds of tools to mark up PDFs and even do light editing (as well as tools to lock down PDFs to prevent any alternations). But the general point is true – Adobe Acrobat is not a word processor and PDFs aren’t meant to be edited directly.It’s called an editable PDF.