This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or 'Content Controls' in Microsoft terminology) for data that cannot be completed by Clio's merge field tags.

Microsoft Word 2003 includes a feature called 'AutoText,' which stores phrases and sentences you often type. When you begin typing a stored phrase, Word activates the AutoComplete feature, also known as AutoFill, and inserts the entire phrase.

This feature was removed from later versions of Word, suggesting that Microsoft had second thoughts about its usefulness; but it can save time when you are typing certain long phrases of text. For example, you probably type your company's name frequently – add an AutoText entry and then Word will insert the company name after you type its first four letters.