January 23, 2012
Sometimes it is handy to include check boxes so that readers can easily check off items electronically from within the document. To include a check box like this, you must first be sure that the Developer tab has been enabled.
- Click on the File tab, and then select Options.
- Select Customize Ribbon.
- Over on the right side, be sure that Developer is checked.
- Click OK.
Once you have the Developer tab displayed in the ribbon, put your cursor where you want the check box.
Click on the Developer tab and look in the Controls group. The only button that is not grayed out is the one for Legacy Tools. Click on it.
On the panel that appears, click on Check Box Form Field.
The check box is inserted into your document; however, you’ll find that you can’t yet check it. You first need to protect the document. Stay on the Developer tab and click Restrict Editing in the Protect group.
The Restrict Editing and Formatting window appears over on the right. Check the boxes for Formatting restrictions and Editing restrictions and also select Filling in forms in the dropdown list.
Once all your selections have been made, click Yes, Start Enforcing Protection. You can either specify a password or leave it blank in the next dialogue box that appears. Now, in addition to the document being partially protected, the check box you inserted is checkable.
Note: While the document is protected like this, you won’t be able to amend the check box other than to check or uncheck it. You can’t reposition, resize or delete it. To make further amendments to it, you will have to remove the document protection. This is easily done by clicking the Stop Protection button at the bottom of the Restrict Formatting and Editing panel.