Using Document Automation day-to-day in your practice saves you a lot of time, but if there are forms involved where you or your client needs to fill out prescribed areas, it can be difficult to constantly modify an automated template. Here at Clio we’re pleased to show you a handy workflow for combining Document Automation with fillable forms, making your document management process that much easier.
Below is an abbreviated how-to of this process, and you can find all of the details in this Support Article. 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. To show the Developer tab, click “File” in Word. Then click “Options”.
In the Word Options window,
- Click on “Customize Ribbon” in the left-hand sidebar.
- In the Tabs area on the right, check the box beside “Developer”.
The “Developer” tab will now appear in Word among the other headings. You can find form fields in the “Controls” grouping. Some useful form controls are:
|Rich Text Content Control — The end user will be able to format the text entered in this text area.|
|Plain Text Content Control — The end user will NOT be able to format the text entered in this text area.|
|Combo/Dropdown Selection Control — Options can be added to this control for users to select from.|
|Date Picker — Brings up a mini calendar to choose a date from.|
To add a form control to your template, click in the document where you want the control to go, then click on the icon for the control that you want to add. To change the default placeholder text on the control (“Click here to enter text” in the above example) click “Design Mode“. To change the Properties of the control, click “Properties“. Protect the Template Protecting your template can ensure that any user or Contact who may be completing your merged documents will only be able to modify information that is in the form controls that you add to your template and none of the body, making this feature great for contracts. To restrict editing on your template:
- Go to the Developer tab.
- Click on “Restrict Editing”
- In the Restrict Editing sidebar on the right, check the box under step “2. Editing restrictions” and change the dropdown to “Filling in Forms”.
- Click “Yes, Start Enforcing Protection” under step “3. Start enforcement“.
- In the Start Enforcing Protection pop-up, enter in an optional password if you want the document to be password protected, or click OK if you do not want to add password protection.