Working with Fields

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Working with Fields

Working with Fields

Add Custom Fields

To add a custom field in Word:

  1. Put the cursor where you want to insert the field in the document.
  2. Select the INSERT tab, and in the Text group, select Quick Parts, and then select Field. Field in Text Group of Insert Tab
  3. Select the field options, and click OK to insert the field. Field Dialog Box

Modify Field Properties

To modify a field's properties:

  1. Right-click the field and select Edit Field. Edit Field
  2. In the Field dialog box, specify modifications and click OK to save them. Field Dialog Box

Create Custom Field Formats

When working with fields, you can customize them as you would other Word elements.

To customize field formats:

  1. Right-click the field and select Edit Field. Edit Field
  2. Make changes in the Format list. You can also select Field Codes to make additional changes. Field Dialog Box

Add Field Controls

When adding fields to forms, you can add controls to each field to further customize your form.

Before you can add field controls, you must have the DEVELOPER tab of the Ribbon active. To do so, right-click the Ribbon and in the Customize the Ribbon section, check the Developer check box and then click OK.

Word Options Dialog Box

To add field controls:

  1. Select the DEVELOPER tab and from the Controls group, select Design Mode.
  2. Select the content control that you want to modify. Change the placeholder text or make any other changes.

Modify Field Control Properties

To modify a field control's properties:

  1. Select the field you want to modify.
  2. On the DEVELOPER tab, from the Controls group, select Properties.
  3. Set options in the dialog box and click OK to save them. Content Control Properties Dialog Box

Link to External Data

You can add a link in your document to external data.

To link to external data:

  1. Select in your document where you want the link to appear.
  2. Select the INSERT tab, and from the Text group, select Object. Object in Text Group of Insert Tab
  3. In the Object dialog box, select the Create from File tab. Object Dialog Box
  4. Enter the name of the file you want to link to or browse to it. Object Dialog Box
  5. Select Link to file and click OK to insert the file.
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