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How to Upload a Document with Content Controls
Who is this article for?Please Review users uploading reviews.
Review Author permissions will be needed to upload or create reviews.
This article explains how to upload documents with content controls into Please Review. However, it doesn't explain how to upload multiple documents or documents with tracked changes/citations. Please see Further Reading for more information on these topics.
Note: Content controls are individual fields that you can add to and customise for use in templates and reviews.
1. Uploading a Document with Content Controls
In a standard review of a Microsoft Word document containing content controls, the display and behaviour of the content controls in Please Review will depend on the type, properties, and restrictions
of content control used.
In general, all content controls are restricted in that they cannot be deleted in Please Review and any content controls marked as read-only cannot be edited.
In Please Review a warning message notifies the user that the paragraph is read-only:
Note: Content controls which are not marked as read-only can be edited in Please Review.
This is based on the properties of the content control in Microsoft Word (i.e., using the ‘control cannot be edited’ setting).
Controls marked as read-only in Microsoft Word display with grey shading:
Editable controls display with blue shading:
Content Control Table
In the table below, details on content controls and the control type are listed:
| Control Type | Content Control |
|---|---|
| Text Controls | Rich Text |
| Plain Text | |
| Repeating Section | |
|
List Controls |
Drop-Down List |
| Combo Box | |
| Selection Controls | Building Block |
| Check Box | |
| Date Picker | |
| Picture Controls | Picture |
2. Text Controls
- Text controls which are unlocked in Microsoft Word are fully editable in Please Review.
- Comments can be added and proposed changes made to the content of the control.
- All text controls cannot be deleted.
- Text controls which are locked in Microsoft Word are read-only in Please Review and a warning message notifies the user that the paragraph is read-only.
Tip! If Rich Text and Plain Text controls are placed within a sentence/paragraph of standard text, a comment can be applied to the control.
3. List Controls
- List controls which are unlocked in Microsoft Word will allow comments to be added in Please Review.
- They do not allow proposed changes to be made to the control.
- The content of list controls can be viewed by hovering your mouse over the control whereby a tool tip will display the content of the list.
- All list controls cannot be deleted in Please Review.
- Combo Box controls which are locked in Microsoft Word are comment only in Please Review.
- Drop-Down List controls which are locked in Microsoft Word are read-only in Please Review and a warning message notifies the user that the paragraph is read-only.
Tip! If drop-down list controls are placed within a sentence/paragraph of standard text, a comment can be applied to the control in Please Review.
4. Selection Controls
- Selection controls which are unlocked in Microsoft Word will allow comments to be added to Please Review.
- They do not allow proposed changes to be made to the control.
- All selection controls cannot be deleted in Please Review.
- Check Box controls which are locked in Microsoft Word are comment only in Please Review.
- Building Block and Date Picker controls which are locked in Microsoft Word are read-only in Please Review and a warning message notifies the user that the paragraph is read-only.
Tip! If Building Block and Date Picker controls are placed within a sentence/paragraph of standard text, a comment can be applied to the control in Please Review.
5. Picture Controls
- Picture controls which are unlocked in Microsoft Word will allow comments to be added to Please Review.
- They do not allow proposed changes to be made to the control.
- All picture controls cannot be deleted in Please Review.
- Picture controls which are locked in Microsoft Word are read-only in Please Review and a warning message notifies the user that the paragraph is read-only.
Tip! If picture controls are placed within a sentence/paragraph of standard text, a comment can be applied to the control in Please Review.
6. Uploading Transcelerate Templates
Content controls handling has been enhanced in Please Review from v.7.2.3. Previous restrictions on content controls from Transcelerate template now been removed.