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Templafy Office addins version 5.4.2.xxx or higher.
Open Templafy Template Designer
Open Templafy Task Pane and choose Template Designer in the navigation dropdown.
Insert Content Controls
Content controls can be inserted with the Templafy Template Designer or from the Developer tab on the ribbon in Word.
In Template Designer
- Open Template Designer.
- In the Settings section, add a title to the content control.
- Choose a binding from the dropdown lists below the title field. The Content Control can be bound to a form field in the User Profile or a Document Form.
- Visibility settings are optional
- Click on Create to finish.
- The Content Control will show as a box in your Word document.
The example below is a Content Control that inserts the document title from a document form field.
The content controls can also be inserted from the Developer tab on the ribbon in Word.
By default, the Developer tab is not enabled on the Office Ribbon. Information about how to enable it can be found here:
Go to Developer. From the Controls section in Word, select the desired content control type. Word 2016 supports content controls like Rich Text, Plain Text, Picture, Building Blocks, Drop-Down Lists, Checkboxes and more. In this step by step process, we will add Rich Text Content Control.
Review Content Control settings
Content Control settings and properties can be revisited with Templafy Template Designer or with the Content Control Properties dialogue in Word.
In Template Designer
Select the content control, you would like to add functionality to. Open Template Designer. The content control properties are visible in the Settings section, when the content control is selected in the Word document.
It is possible to specify conditions to which the content control should respond in the Visibility Section. Content Controls can be either hidden or deleted if the binding is empty.
The content control settings are stored as json code string in the Tags field in Content Control Properties. To view the properties, highlight the content control. In the Word ribbon choose Developer > Controls > Properties.