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How to add Control Elements in just a few steps
in Word 2016

With Microsoft Word you can not only comfortably create letters, lists and articles with tables of contents, but also go one step further, and Set up your own forms using controls.

But where are these controls, and how can you put them into your document?

Steuerelemente in Word einfügen

By default, they are hidden, and must first be unlocked.

For more information on using Word 2016 controls without frustration see our article.

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How to add Control Elements in just a few steps in Word 2016

With Microsoft Word you can not only comfortably create letters, lists and articles with tables of contents, but also go one step further, and Set up your own forms using controls.

But where are these controls, and how can you put them into your document?

Steuerelemente in Word einfügen

By default, they are hidden, and must first be unlocked.

For more information on using Word 2016 controls without frustration see our article.

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1. Enable controls in Word 2016.

1. Enable controls in Word 2016.

In the default installation of Word 2016, you will not have access to the controls, so we’ll need to enable their visibility first.

To do this, click on the tab in an open Word document:

  • File” – “Options” – “Tap Ribbon“.
  • And put the hook there in “developer tools“.

See picture (click to enlarge)

Word file options
Word Options Customize Ribbon

From now on, each Word document has the new Developer Tools tab, which gives you access to various controls.

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In the default installation of Word 2016, you will not have access to the controls, so we’ll need to enable their visibility first.

To do this, click on the tab in an open Word document:

  • File” – “Options” – “Tap Ribbon“.
  • And put the hook there in “developer tools“.

See picture:

Word file options
Word Options Customize Ribbon

From now on, each Word document has the new Developer Tools tab, which gives you access to various controls.

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2. Add control check box in Word.

2. Add control check box in Word.

In our first example, we would like to insert the classic “checkbox” in our document to create a form.

To do this, we first position the cursor at the desired position in the document, and then select the check box in the Developer tab.

See picture (click to enlarge)

Insert checkbox in word
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After we have positioned our checkboxes, we can also adjust them a bit by right-clicking on “Properties” above the check box in the context menu and making various settings there, such as:

e.g. “activated by default“, “the size“, or even a “help text

which is automatically displayed as a completion help to the future user when pressing F1.

See picture (click to enlarge)

Properties check box in Word
Customize Word 2016 checkbox
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In our first example, we would like to insert the classic “checkbox” in our document to create a form.

To do this, we first position the cursor at the desired position in the document, and then select the check box in the Developer tab.

See picture (click to enlarge)

Insert checkbox in word
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After we have positioned our checkboxes, we can also adjust them a bit by right-clicking on “Properties” above the check box in the context menu and making various settings there, such as:

e.g. “activated by default“, “the size“, or even a “help text

which is automatically displayed as a completion help to the future user when pressing F1.

See picture:

Properties check box in Word
Customize Word 2016 checkbox
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3. Insert dropdown box in Word 2016.

3. Insert dropdown box in Word 2016.

In our 2nd example, we make it even more comfortable for the later user and offer a drop-down list to choose from.

This is especially useful when there are many selection points available, and you do not want to obstruct your document with check boxes.

To do this, reposition the cursor at the desired position and select “Drop-down list control” from the Developer tools.

See picture (click to enlarge)

Insert dropdown into Word
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In order to fill our drop-down list with content from which to later select a user, we have to switch to “Design Mode“, and then right-click over the element in the context menu “Properties“.

See picture: (click to enlarge)

Controls Dropdown Design Mode in Word
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Here we can customize our dropdown box freely, and provide various choices as you wish.

Simply click on “Add” in the properties and enter the options you want to include later.

Finally, all you have to do is confirm with “Ok” and quit “Draft mode“.

See picture: (click to enlarge)

Controls Dropdown in Word
Word 2016 Dropdownfeld

In our 2nd example, we make it even more comfortable for the later user and offer a drop-down list to choose from.

This is especially useful when there are many selection points available, and you do not want to obstruct your document with check boxes.

To do this, reposition the cursor at the desired position and select “Drop-down list control” from the Developer tools.

See picture:

Insert dropdown into Word
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In order to fill our drop-down list with content from which to later select a user, we have to switch to “Design Mode“, and then right-click over the element in the context menu “Properties“.

See picture:

Controls Dropdown Design Mode in Word
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Here we can customize our dropdown box freely, and provide various choices as you wish.

Simply click on “Add” in the properties and enter the options you want to include later.

Finally, all you have to do is confirm with “Ok” and quit “Draft mode“.

See picture:

Controls Dropdown in Word
Word 2016 Dropdownfeld

4. Activate Word 2016 processing protection.

4. Activate Word 2016 processing protection.

In order to finally receive a document in which our controls can take over their function (for example as a form), we have to activate processing protection as the final step.

Click on the tab:

  • Review” – “Restrict Editing
  • And there on “Processing restrictions (filling in forms)” – “Apply protection now“.

Note:
It is best to assign a password to prevent unauthorized editing of the form.

See picture (click to enlarge)

Enable edit protection in Word
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Then simply save the document as a normal Word file (docx).

When opening the file later, you can only fill in the form fields that you have set up for it.

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In order to finally receive a document in which our controls can take over their function (for example as a form), we have to activate processing protection as the final step.

Click on the tab:

  • Review” – “Restrict Editing
  • And there on “Processing restrictions (filling in forms)” – “Apply protection now“.

Note:
It is best to assign a password to prevent unauthorized editing of the form.

See picture:

Enable edit protection in Word
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Then simply save the document as a normal Word file (docx).

When opening the file later, you can only fill in the form fields that you have set up for it.

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About the author:

Michael Suhr
Michael SuhrWebdesigner / Economist
After 20 years in logistics management, I have been working as a freelance web designer and office trainer since the beginning of 2015. Incidentally, I give tips and tricks for more digital skills in my blog as time permits.

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About the author:

Michael Suhr
Michael SuhrWebdesigner / Economist
After 20 years in logistics management, I have been working as a freelance web designer and office trainer since the beginning of 2015. Incidentally, I give tips and tricks for more digital skills in my blog as time permits.

Search by category:

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APEMAN 4K Action Cam 20MP WIFI Wasserdichte Unterw...*
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List Price: € 109.99 You Save: € 20.00 (18%) Prime Price: € 89.99 zum Angebot*
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2018-08-09T13:47:48+00:00By |Categories: Office 2016, Word 2016|
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