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How to create a simple, fillable form using Microsoft Word

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How to create a simple, fillable form using Microsoft Word

  1. 1. How to create a simple, fillable form using Microsoft Word©
  2. 2. So, you’ve been asked to create a form. What do to?!?
  3. 3. Well, make it of course!
  4. 4. But isn’t that hard?
  5. 5. No . . . You can do it!
  6. 6. To begin, open a new Word document.
  7. 7. Do you have the Developer Tab on your ribbon at the top of the document?
  8. 8. If not, you need to add it.
  9. 9. Don’t worry . . . It’s not that bad!
  10. 10. Go to the File Tab, and scroll down to Options.
  11. 11. 1 2 3 4 On the screen that opens . . . • Click on Customize Ribbon • Go to the Main Tabs column • Scroll down and check Developer • Click OK
  12. 12. You now have the Developer Tab on your Ribbon.
  13. 13. Make your formatting choices: Then add your title. 1 1 1 2 • Font type • Font size • Font color • Line spacing • Borders • Etc.
  14. 14. You’re ready to begin making form fields!
  15. 15. Let’s start by adding a text field • Type the label for your first text box • Place your cursor where you want the box to appear
  16. 16. • Go to the Developer Tab on your ribbon • Locate the Controls Box • Click on either Aa icon (Rich Text or Plain Text) in the upper left corner of the box 1 2 3 Next . . .
  17. 17. You now have a text form field! Follow the same process to add as many text fields as you like.
  18. 18. Filled out, here’s what it looks like:
  19. 19. Now . . . How about a drop-down menu?
  20. 20. No worries. . .
  21. 21. It will be GREAT!
  22. 22. • Type the label for your drop- down box • Place your cursor where you want the box to appear 2 1 To add a drop down menu field
  23. 23. • Go to the Developer Tab • Find the Controls Box • Click on the Drop Down List Content Control icon 1 2 3 Then . . .
  24. 24. High-Five! There’s your drop-down box!
  25. 25. But . . . You still need to add the drop-down menu choices.
  26. 26. Come on now . . . A little enthusiasm please.
  27. 27. Yes! That’s more like it!
  28. 28. • Go to the Developer Tab on your ribbon • Locate the Controls Box • Click on the Properties icon • Enter a field title where indicated in the Content Control Properties box that opens To begin . . . 2 3 1 4
  29. 29. • Click on Add • In the Add Choice window, type the Menu Option to be displayed • Click OK To add the drop down options . . . 3 2 1
  30. 30. • Add as many drop- down choices as you like (steps 1 – 3) Once all options have been added (step 4), • Click OK in the Content Control Properties box (step 5) 43 2 1 5 Keep going!
  31. 31. There is your populated drop-down menu.
  32. 32. Now, for a check-box field.
  33. 33. You know what to do!
  34. 34. • Type the label • Add the check-box options • Place your cursor where you want the first box to appear 3 2 1 To add check- box fields
  35. 35. • Go to the Developer Tab on your ribbon • Locate the Controls Box • Click on the Check Box Content Control icon And there is your box! 1 3 4 2 Next . . .
  36. 36. Your form is almost done now.
  37. 37. One last form field to add . . .
  38. 38. a Date Picker (aka a calendar)
  39. 39. • Type the label for the date field • Place your cursor where you want the box to appear To add the date picker field
  40. 40. • Go to the Developer Tab • Find the Controls Box • Click on the Date Picker Content Control icon 3 2 1 Next . . .
  41. 41. And there is the Date Picker!
  42. 42. Two things left to do . . . 1.Restrict the form You want people to fill it in, not change the form text. 2. Save your form
  43. 43. To prevent unintentional changes to the form • Go to the Developer Tab • Find the Protect Box • Click on Restrict Editing 1 3 2
  44. 44. • Check the box under Editing Restrictions (step 1) • Select Filling Forms from the drop down menu (step 2) • Click on Yes, Start Enforcing Protection (step 3) • Enter and re- enter an easy to remember password (step 4) • Click Ok (step 5) Under the box that opens . . . 4 1 5 2 3
  45. 45. Your form is now safe.
  46. 46. Just this one more thing . . .
  47. 47. Save your form like any other Word Document 4 3 1 2
  48. 48. And . . . you . . . are . . . DONE!
  49. 49. Great job!
  50. 50. Resources • Stock photos retrieved from: o FreedigitalPhotos.net o http://www.freedigitalphotos.net/ o Microsoft Office o http://office.microsoft.com/en-us/images/

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