How to create smart Microsoft Word templates. With interactive documents, you can choose from a range of predefined options for data, instead of typing the data from scratch each time. 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. To enable it in Word 2. File > Options > Customize Ribbon. In the right- hand panel, locate and click the Developer checkbox and click OK. In Word 2. 00. 7, choose File > Word Options and then click the Show Developer Tab in the Ribbon checkbox (from the Popular set of options) and click OK. Now select the Developer tab, locate the Controls group, and click Design Mode. You’re ready to set up your controls. The Date Picker Content Control creates a placeholder that you can use to choose a date from a calendar. Turn off Design Mode, and you’ll see a box labeled 'Click here to enter a date.' The calendar will appear when you click the down arrow on the control. Pick a date, and that date will appear automatically in the document. You can use Word to create a simple To Do list. If you like, you can even print checkbox controls next to each item. There are two ways to add checkbox controls and. ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2457) applies to Microsoft Excel 97, 2000, 2002, and 2003. There aren’t many, but Microsoft Edge does feature a selection of third-party extensions to add some functionality to the new web browser. Adding check box and custom bullets in MS Word can be an easy, but obscure task. Here is how you can do so. There will be times where you want to move portions of text around your Microsoft Word document after you have typed it. Find out how you can move text in Word. To see these, click Design Mode once again. Click the Date Picker control and then click the Properties button (it’s in the Controls segment of the Ribbon). Use the Properties dialog box to format the control (for instance, to have the month spelled out instead of being represented numerically). You can also use Properties to lock the content control so that it can’t be deleted, or you can add a title to the control telling the user about its purpose (“Select a date for a meeting,” for example). If you use styles, and the style set changes, the date’s text formatting will automatically change to match the new style set. You can preformat the text in this control using a defined style, so that any text the user enters there will appear a certain way. You can also elect to permit or disallow carriage returns. On top of that, you can leave this control as is, lock it so that it cannot be deleted, or set it so that it automatically disappears once its contents have been edited. In the last mode, the content control will appear in the document until someone has typed text in it; as soon as they do, the content control will vanish, but the text typed into it will remain. In these cases, creating a template with the Drop- Down List Content Control or the Combo Box Content Control is the way to go. For this control, you can not only type a title and use a style to format its contents, but also format it so that it cannot be deleted. To prepopulate the control with a set of choices, select the control and then click Properties. Now click Add in the Properties dialog box, and type an entry for the list (for this example, leave the display name and the value the same). Repeat this step with each entry for the list, and click OK when you’re finished. Click that text, and a drop- down box will appear with the words in your list. Click one of these items, and the word will appear in the document. To add one to your document, click the Check Box Content Control and then click Properties. A Check Box can toggle between two states when clicked on: selected, represented by an X inside a box, and not selected, which shows a blank space inside the box. Just follow these 3 simple steps to insert a checkmark symbol into your document. Includes instructions for Word 2003, 2007, and 2010. How to Use the “Drawing Toolbar” in Microsoft Word The “drawing toolbar” allows you to quickly and easily label pictures (e.g., maps) in a MS Word. Software How to Convert an HTML File to a Word Document. The easiest way to convert HTML to DOC (Microsoft Word) format is to open the HTML file (usually a web page. The Office Experts - Office VBAAbout. Visual Basic and Macros. Excel. VBAMacros are used to create a set of commands or tasks to. When you have repetitive tasks. When you record a. VBA code is recorded for you. Many tasks that you. VBA; and many tasks that you would like to. VBA. programmer. Recording macros in Word and Excel and other programs becomes easy. A very important piece of information. Excel VBA: When you want a macro to be available for. ANY Excel file, it must be stored in the. Personal. xls file. Read about it in your help files. If you are fairly accomplished in Excel, you will. The next time you need to perform this or a. Step 1: Prepare to Record. If you would like the macro to be available. From the menu, choose Tools- Macro- Record New. Macro. The following dialog box will appear: In the Macro name box, enter the name you. It must not have any spaces. Decide where to store the macro. If you would. like it available in the current workbook only, hit the Store. Macro in dropdown box and select your active workbook's name. By default, the description will state the. The user name. automatically comes from the information under Word's. Tools- Options, User Info tab. The Stop Recording toolbar will appear. The. square is used to STOP recording and the lines and circle are. PAUSE recording. NOTE: If you accidentally close the Stop. Recording toolbar, go to View- Toolbars and click on. Stop Recording toolbar. If you accidentally use. X on the Stop Recording toolbar to stop recording a macro. View- Toolbars and click on the Stop Recording. Step 2: Record the Macro. Perform the tasks you would like your new. If you need to interrupt the macro. Pause. button on the Stop Recording toolbar. Press the Pause button. Hit the Stop button to Stop. Step 3: Test the Macro. Always test a macro, particularly if you have. To test the macro, hit. Tools- Macro- Macros, and double- click the macro name. Step 4: Assign the. Macro to a Toolbar Button. Hit Tools- Customize and choose the Commands. The following dialog box appears: Under the Categories (left), scroll down and. Macros. Click on the smiley icon and drag it up to any. Your mouse. pointer must have a plus sign (+) hanging on it before you. While dragging, you will see an X hanging on your. Once your icon is placed on a toolbar, click. Modify Selection button, and various options will appear. You'll. pick your new macro from the dialog that pops up. If you are fairly accomplished in Word, you will. The next time you need to perform this or a. Step 1: Prepare to Record. If you would like the macro to be available in a specific. If you would like the macro to be. From the menu, choose Tools- Macro- Record New. Macro. The following dialog box will appear: In the Macro name box, enter the name you. It must not have any spaces. Decide where to store the macro. If you would. like it available in the current document only, hit the Store. Macro in dropdown box and select your active document's name. By default, the description will state the. The user name. automatically comes from the information under Word's. Tools- Options, User Info tab. Step 2: Assign the. Macro to a Toolbar Button. Click on Tools- Customize and click on the Commands tab. The following dialog box appears: The Commands tab will be selected. In the. right column, you will see an icon with a title similar to. Click on the icon and drag it up to any. Your mouse. pointer must have a plus sign (+) hanging on it before you. While dragging, you will see an X hanging on your. Once your icon is placed on a toolbar, click. Modify Selection button, and various options will appear. The Stop Recording toolbar will appear. The. square is used to STOP recording and the lines and circle are. PAUSE recording. NOTE: If you accidentally close the Stop. Recording toolbar, go to View- Toolbars and put a checkmark in. Stop Recording toolbar checkbox. If you accidentally use. X on the Stop Recording toolbar to stop recording a macro. View- Toolbars and put a checkmark in the Stop Recording. Step 3: Record the Macro. Perform the tasks you would like your new. If you need to interrupt the macro. Pause. button on the Stop Recording toolbar. Press the Pause button. Hit the Stop button to Stop. Step 4: Test the Macro. Always test a macro, particularly if you have. To test the macro, click. Tools- Macro- Macros, and double- click the macro name. To view the code you just recorded, hit. Alt- F1. 1. You will now have the Visual Basic Editor (VBE). Make sure that you see at least two panes in. Project Explorer and the Code pane. If you. do not see them, hit the View menu to select them. In the Project Explorer pane, there are +. Windows Explorer. A plus. sign indicates there are objects you can view if you click. A dash indicates that all objects are open and in view. You can view your code in. Code pane. If you have recorded several macros, and. Just copy the code between. Sub Macro. Name() and the End sub lines and paste between. Be sure to delete the remaining Sub Macro. Name(). and End sub lines that you left behind. VBA sometimes uses events in Word. For. instance, you may want to have a menu that is available only. Whenever you use that template, you want a. Because to properly use a. File- New. Here are just a few common Word.
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