How to Make Word Documents Fillable but Not Editable
On the left-hand side, click on Customize Ribbon and then check the Developer box in the right-hand list box. Click OK and click on the tab in the ribbon.
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The section we are most interested in is Controls. To insert a control, just click on it and it will appear wherever your cursor was located. In my example below, I created a table and added two plain-text boxes for first name and last name. By default, each control has its own filler text. For a plain text control, it is Click or tap here to enter text.
You can edit this text for any control by clicking on the Design Mode button that is to the right of the control icons. Click on the Design Mode button again to exit the mode. Next, click on your newly added control so that it is highlighted and then click on Properties , which is directly below the Design Mode button. Each control will have a standard set of options with custom options at the bottom based on what type of control it is.
Here you can give the control a title, change the color, style the text and specify whether or not the control can be edited or deleted. At the very bottom are the control specific options, which for the case of a plain text control, is whether you want to allow multiple lines or not. That last option is useful if you need someone to type in a paragraph of text.
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Well, not much. You would think the plain-text control would not allow bold, font changes or color changes, but it does. Next, I went ahead and added a drop down list control to my form. In order to add items to the list, you have to click on Properties. Click the Add button and then type in a name for your choice. By default, the Display Name and Value will be the same, but you can change it if you like.
There really is no reason to change the value unless you are writing Word macros and refer to the controls in code. The only difference between the dropdown list control and the combo box control is that the latter allows the user to enter their own value if they please. In the dropdown list, you have to choose from one of choices in the list. In the combo box, you can either choose from the list or type in your own value. The date picker control works just like any date picker you have probably used on airline booking sites, etc.
Each control will have a standard set of options with custom options at the bottom based on what type of control it is. Here you can give the control a title, change the color, style the text and specify whether or not the control can be edited or deleted. At the very bottom are the control specific options, which for the case of a plain text control, is whether you want to allow multiple lines or not.
That last option is useful if you need someone to type in a paragraph of text. Well, not much. You would think the plain-text control would not allow bold, font changes or color changes, but it does.
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Next, I went ahead and added a drop down list control to my form. In order to add items to the list, you have to click on Properties.
Click the Add button and then type in a name for your choice. By default, the Display Name and Value will be the same, but you can change it if you like. There really is no reason to change the value unless you are writing Word macros and refer to the controls in code. The only difference between the dropdown list control and the combo box control is that the latter allows the user to enter their own value if they please.
In the dropdown list, you have to choose from one of choices in the list.
How to Create Fillable Forms in Word
In the combo box, you can either choose from the list or type in your own value. The date picker control works just like any date picker you have probably used on airline booking sites, etc. When you click on it, a calendar appears and you can simply click on the date to select it. You can choose a different format to display the date and choose a different calendar type. The picture control is another nice option that will allow users to insert a picture easily. They also have options for Facebook and Flickr.
Note that when you add a checkbox and try to type text into it, it will tell you that the selection is locked.
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I believe this is by design. You have to click next to the checkbox and then type in your text. Lastly, you can insert a building block control, which lets you pick content from Quick Parts and AutoText. In my example, I added some quotes to a custom AutoText and then linked the control to it via the Properties dialog.