![]() 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. These techniques would be useful for creating protected trust receipts with Document Automation. Related article: If you are not familiar with Document Automation, please see the following support articles: Contents Showing the Developer Tab 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'. Then click 'Options'. In the Word Options window, • Click on 'Customize Ribbon' in the left-hand sidebar. ![]() ![]() ![]()
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March 2018
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