In the Tabs area on the right, check the box beside 'Developer'.Click on 'Customize Ribbon' in the left-hand sidebar.The tools that you will need to add form controls to your template can be found in the Developer tab which is hidden by default. If you are not familiar with Document Automation, please see the following support articles:Īdding Editing Restrictions/Protection to your Template Related article: Tutorial - Using Document Automation to Create a Trust Receipt These techniques would be useful for creating protected trust receipts with Document Automation.

This indicates you successfully locked the text boxes.This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or 'Content Controls' in Microsoft terminology) for data that cannot be completed by Clio's merge field tags. The button is disabled, indicating you can’t click it to enter design mode, which is the mode for editing text boxes. Click 'OK' to lock the text boxes.Ĭlick the 'Developer' tab, then observe the Design Mode button in the Controls group. Type a password in the two text boxes provided. Click the 'Password' option in the dialog box that appears to specify a simple password protection scheme for the document. If you want to lock the text boxes for everyone, leave all user check boxes unchecked.Ĭlick the 'Yes, Start Enforcing Protection' button under Start Enforcement. Select the check boxes under Editing Restrictions for those users whom you do not want to lock out of the text boxes. Select the 'Everyone' check box under Editing Restrictions in the Restrict Formatting and Editing pane to indicate that anyone can edit the selected areas. Select all parts of the document except for the text boxes that you want to lock. Click the drop-down list under Editing Restrictions to display a list of editing types to restrict and select 'No Changes.' This confirms that you want to restrict access to at least some parts of the document. Under Editing Restrictions, select the “Allow Only This Type of Editing in the Document” check box. Word displays a pane allowing you to manage editing permissions for specific parts of the document, including text boxes. Click the 'Review' tab, then click the 'Restrict Editing' button in the Protect group. Open a Word document that has text boxes.

Selection is locked microsoft word 2013