Content Controls – Healthicity Support

The Content Controls feature allows users to insert structured content elements into a document. Content controls help standardize document input by providing predefined fields for text, images, dates, selections, and check boxes.

Adding Content Controls
Moving Content Controls
Editing Plain Text and Rich Text Content Controls
Changing Content Control Settings
Removing Content Controls

ℹ️ Notes

Available settings may vary depending on the selected content control type.

Adding Content Controls

Follow the steps below to add a content control to a document.

Place the cursor where the content control should appear.
Click the Insert tab.
Select Content Controls.
Choose the desired content control type. The selected content control is inserted into the document.

Available Content Control Types

Content Control	Description
Plain Text	Insert a basic text input field.
Rich Text	Insert a text field that supports formatting.
Picture	Insert an image placeholder control.
Combo Box	Select from predefined options or enter a custom value.
Drop-Down List	Select from a predefined list of options.
Date Picker	Select a date using a calendar control.
Check Box	Insert a selectable check box.

Moving Content Controls

Content controls can be repositioned within the document as needed.

Steps to Move a Content Control:

Select the content control.
Drag the control to the desired location within the document.
Release the mouse button to place the control.
The content control is moved to the selected location.

ℹ️ Notes

The placement of a content control may be affected by the surrounding document layout and formatting.

Editing Plain Text and Rich Text Content Controls

Plain Text and Rich Text controls allow users to enter and modify content directly within the document.

Edit a Plain Text Control:

Click within the Plain Text control.
Enter or modify the desired text. The content is updated automatically.

Edit a Rich Text Control

Click within the Rich Text control.
Enter or modify the desired content.
Apply formatting as needed using the available text formatting tools. The content is updated automatically.

ℹ️ Notes

Rich Text controls support text formatting, while Plain Text controls are intended for unformatted text entry.

Control Settings

The Control Settings option allows users to configure the appearance, behavior, and available values for a selected content control.

Access Control Settings:

Select a content control.
Click Content Controls.
Select Control Settings.
The settings available may vary depending on the selected content control type.
- General
- Locking
  
  ℹ️ Notes
  
  The third tab in the Content Control Settings window varies depending on the selected content control type.

General

The General tab contains basic content control properties.

Option	Description
Title	Specifies the name of the content control.
Placeholder	Displays instructional text before content is entered.
Tag	Assigns a unique identifier to the content control.
Remove Content Control When Contents Are Edited	Automatically removes the content control after content is entered or modified.
Show As	Controls how the content control is displayed, such as a Bounding Box.
Color	Applies a color to the content control boundary.
Apply to All	Applies the selected appearance settings to all content controls in the document.

Locking

The Locking tab allows users to restrict changes to a content control.

Option	Description
Content Control Cannot Be Deleted	Prevents the content control from being removed from the document.
Contents cannot Be Edited	Prevents users from modifying the content within the control.

ℹ️ Notes

Locking options help protect form fields and maintain document integrity.

Removing Content Controls

Content controls can be removed when they are no longer needed.

Steps to Remove a Content Control:

Select the content control.
Click Content Controls.
Select Remove Content Control.
The selected content control is removed from the document.

ℹ️ Notes

Removing a content control removes the control container but preserves the content entered within it.

💡 Workflow Tips

Use Drop-Down Lists and Combo Boxes to standardize responses.
Use Date Pickers to improve date-entry accuracy.