When formatting control placeholder text, keep in mind that the default styling of that placeholder may not make it easy to immediately identify as a form control. Adding a highlight or some distinctive styling to the placeholder will make it more visible in your document. When the end user types or selects content in the control, the placeholder formatting will disappear and the content will take the styling of that line in your document.
Protecting your template can ensure that any user or Contact who may be completing your merged documents will only be able to modify information that is in the form controls that you add to your template.
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Once uploaded to Clio, the protected template will create new protected Word documents while still pulling information from Clio. More information is available on Microsoft. Advanced Document Automation Webinar. In under an hour, we demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We also demonstrate how to add editing restrictions to your template.
This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation. Then click "Options". In the Tabs area on the right, check the box beside "Developer". Click OK. Control Properties Each control has options that can be accessed by clicking "Properties" with the control you want to modify selected.
Adding a name to the "Title" field, will display that name when the control is selected. The "Show as" dropdown box allows you to change the basic appearance of the control's bounding box or tags. Click on a date format in the selection area to select it, then click OK. The example to the left shows the basic Property options available to form content controls. Looking to make a poll?
Take a look at our Poll Maker. Employee Engagement Survey.
How to Create a Questionnaire in Word
Build a happier and more productive workplace. Make decisions on single issues with this one-question vote. Customer Satisfaction Survey. Employee Satisfaction Survey.
Measure brand awareness to navigate the competitive space. Try to consider your target audience as well as what you want from them. Surveys can include a number of different question types. Create a survey with open-ended questions for spontaneous, organic responses. Just be aware that answers might snowball off topic. It leaves people feeling like they have to either lie or just drop out of the survey.
To prevent this, include an option for Other or None of the above where appropriate. Survey maker s often ask for pointless information, too. Always use simple, direct language and avoid jargon whenever possible. Using fancy words like tech specs, acronyms or inside jokes makes people yawn. Be clear, casual, and transparent. That way your survey will get more, better quality answers.
Thank you for your feedback!
Stay consistent with rating points. Measuring the answer in question A from but in question B from makes life harder for everyone. Give people an out—make sure to add a Prefer not to answer option.
Nothing kills a fleeting attention span like a long chore. Use Logic Jump to make your typeform survey more interactive by allowing it to respond based on how people answer. A progress bar helps people understand where they are, how much is left, and whether they want to finish the survey.
Typeforms let you express yourself while getting valuable data.
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To create a survey that feels like you, use your brand guidelines or other visuals like images, GIFs, videos, and more. Briefly explain why your answers will be helpful to you and what it means for them before they take your survey.
How to Insert a Check Box in Word: 10 Steps (with Pictures)
Add a customizable Welcome Screen to get people going. Last impressions matter, too. Include a link to a web page, add social media channels, or some other call to action. Start off with easy, no-brainer questions before you go into sensitive or specific topics.
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If you want a soft landing as well, you can save demographics questions age, gender etc. However you approach your survey, make sure to treat the it as a conversation, not an interrogation—typeforms let people focus on one question at a time. Multiple choice questions are easy and quick to take.
Your questions should provide purpose and context.