

In the right-hand panel, locate and click the Developer checkbox and click OK. To enable it in Word 2010, choose File > Options > Customize Ribbon. If you write lots of letters to the same few correspondents, generate electronic data-entry forms, produce documents with boilerplate language, or find yourself typing the same phrases over and over, wouldn’t it be convenient if your documents were already partially formatted and allowed you to make selections from drop-down menus instead of copying and pasting from documents you created earlier? I’ll show you how to use the Content Control tools within Microsoft Word to create templates that you can use every day.Ĭontent Controls let you add interactive elements to your Word documents, but you might not even know they exist because they’re accessible only from the Developer tab in Word’s Ribbon, and that tab is disabled by default. That’s it! If you have any questions or if you are stuck at some point, feel free to write a comment below.With interactive documents, you can choose from a range of predefined options for data, instead of typing the data from scratch each time. Finally, click the disk icon to save the change then enable the Scenario.The final scenario should look like the following: Set the destination folder then select the Microsoft Word Templates – Fill out a document option.

Next, add another Dropbox module and set it to Upload a File this time.Set up the rest of the merge tags then click the OK button to complete the Microsoft Word Template module.For example, you can combine first name and last name to display the full name.Īlways use the child options rather than the parent option in the Value to exclude the HTML formatting. You can combine as many fields as you like. Value – the form field value that will be displayed in place of the merge tag.Word document – this will be the template file.Dropbox Account – this is where the Word document will be retrieved and saved.

