![]() Once you are done changing the properties, click on OK to save these changes. For example, if you have a date content control, you can change it to be a text content control, or if you have a text content control, you can change it to be a rich-text content control. If you want users to modify the content control but not delete it then check the box next to Content Control cannot be deleted. In most cases, you can easily switch a content control from one type to another. There are content control options available in the Locking section that prevent them from being deleted or edited. You can change the color to any color of your choice or keep it Automatic.Ĭheck the box next to Use a style to format text typed into the empty control and choose a style from the dropdown box next to Style. Using the dropdown list next to Show as you can either choose Bounding Box, Start/End Tag, or None to control the appearance of the content control in the document. You can now give a title in the textbox next to Title. With the rich text content control selected, click on the Properties button to open the Content Control Properties window. Next, click on the Design Mode button again to turn off the Design mode. The bounding box will have changed and you can now change the text within it to whatever you want. To modify the design of the content control, click on the Design Mode button in the Controls group to turn on the Design mode. No more paragraphs no more bullet points. This inserts a new field with a bounding box. As Stefan pointed out, despite the Properties dialogs mention of paragraphs, the Plain Text control can contain only one paragraph, and Word fakes it by inserting line breaks instead of paragraph marks. Next, click on the Rich Text Content Control box in the Controls group to add rich text content control. Then, select the Developer tab in the Ribbon menu. Click on a location in the document where you want to add a control. Insert and Change Rich Text Content Control When you go back to Word you will see the Developer tab enabled in the Ribbon menu. On the right side, in the box below Customize the Ribbon, locate the Developer tab in the list of tabs displayed.Ĭheck the box next to Developer to enable the Developer tab. Once the Word Options window is open, go to the Customize Ribbon tab in the left pane. You can also select a content control, grab it by the three-dot icon, then drag and drop into the template.Then, select the Options tab to open the Word Options window. Copy the content controls you need from the sample document to the template. In the rule settings, click Edit template.Ĥ. Leave it for now and go to the next step.ģ. Under content control properties, the 'Remove content control when contents are edited' option is selected. In the Document template section, click Generate sample document.Ī sample document is opened. The user cannot edit the text that was input without removing the entire content control and the populated text. In the JungleDocs dashboard, click on the drop-down menu arrow next to the rule containing the template you want to edit, and click Edit From Existing rule (or Edit Base rule for rules in the New tab, or Edit Report rule for rules in the Reports tab).Ģ. It is a document that contains all the content controls that are available for the related content type or list.ġ. Here's the resulting document, with the content control processed already.Īdding content controls from a sample documentĪ sample document is a quick way to set up your template so that it is automatically populated with SharePoint data. In the example, we've entered the Name field value: DOC-001. ![]() Open JungleDocs and run a rule that uses this template to create a new document. This way, you will be able to see the Tag field value without opening content control properties.ħ. We recommend entering the same value in the Title field, too. Picture Content Control can fill the content control with a single picture.Rich Text Content Control can contain custom formatted text or other items, such as tables, pictures, or other content controls.However, you can change the formatting by making changes to the surrounding formatting. Plain Text Content Control is limited to content that cannot contain any formatting.Select one of the three types of content controls to be inserted into the template. Turn on the Developer tab in Word: click File > Options > Customize Ribbon, then check the Developer box and click OK.ģ. Open your Word template (.docx format).Ģ. In this tutorial, you will learn how to do this.ġ. It is also possible to manually add your own content controls to a document template. In JungleDocs you will find that Sample Documents will already include content controls so that you can start automating your documents with ease. Applies to JungleDocs for SharePoint 2010-2019.įor a similar tutorial for JungleDocs for Office 365, click here.Ĭontent controls can be a great way to automate your document creation.
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