“ Save” will override original Template “ Save as” with a different file name to create a new Template.Hi, Microsoft 365 Insiders! My name is Chirag Fifadra, and I’m a Product Manager on the Excel team. To edit a Template: right click file and select Open. To open a Template for use: double click file Select the file save location (make it somewhere easy to find later the Word default location may not be!).Turn off Design Mode prior to saving document NOTE: If you set a password for the document and then forget it, you will be unable to make changes to the document the password cannot be recovered! When selections have been made, click Yes, Start Enforcing Protection to activate restrictions.On the Developer tab, in the Protect group, click Restrict Editing.Open the form that you want to protect.NOTE: Do not select the Contents cannot be edited check box if you want form users to replace the instructional text with their own text On the Developer tab, in the Controls group, click Design Mode to turn off the design feature and save the instructional text.Edit the placeholder text and format it as desired.Click the Content Control where you want to revise the placeholder instructional text.On the Developer tab, in the Controls group, click Design Mode.To customize the default instructional text for your form users, do the following: You can change the default instructional text in content controls. Instructional text can enhance the usability of the form you create and distribute. On the Developer tab, in the Controls group, click the Check Box Content Control.Click where you want to insert the Check Box.To lock, select Content control cannot be deleted. To set Properties for Date Picker Content Control: On the Developer tab, in the Controls group, click the Date Picker Content Control.Click where you want to insert the Date Picker.NOTE: If you select the Contents cannot be edited check box, users won’t be able to click a choice. Fill in any other properties that you want.Repeat this step until all of the choices are in the drop-down list. Type a choice in the Display Name box, such as Yes, No, or Maybe.To create a list of choices, click Add under Drop-Down List Properties.Select Developer tab > Controls group> Properties.On the Developer tab, in the Controls group, click the Combo Box Content Control or Drop-Down List Content Control (next to Combo Box Content Control).In a drop-down list, users can only select from the list of choices. In a Combo Box, users can select from a list of choices that you provide or they can type in their own information. Insert a Combo Box or a Drop-down list.On the Developer tab, in the Controls group, click Picture Content Control.Insert a Picture Control Ī Picture Control is often used for templates, but you can also add a Picture Control to a form.On the Developer tab, in the Controls group, click Rich Text Content Control or the Plain Text Content Control.Click where you want to insert the control.If you want to limit what users add, insert the Plain Text Content Control. In a Rich Text Content Control, users can format text as bold or italic, and they can type multiple paragraphs.Insert a Text Control where users can enter text.On the Developer tab, in the Controls group, click Design Mode, and then insert the controls that you want. NOTE: Changes made in Design Mode will not be "active" until Design Mode is turned OFF To turn off Design Mode, repeat process highlight will disappear.Highlight indicates that Design Mode is ON.In the list, select the Developer check box, then click OKĭesign Mode enables you to insert Content Controls and edit the Properties.Under Customize the Ribbon, click Main Tabs.To enable the Developer tab on the Ribbon: To enable form creation in Word, the Developer tab must be utilized. In the Save As dialog box, type a name for the new template or document, and then click Save.ĬAUTION: Templates can be extremely difficult to modify!.Click the File tab again, and then click Save As.
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