how to create a simple, fillable form using microsoft word
TRANSCRIPT
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How to create a simple, fillable form
using Microsoft Word©
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So, you’ve been asked to create a form. What do
to?!?
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Well, make it of course!
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But isn’t that hard?
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No . . . You can do it!
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To begin, open a new Word document.
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Do you have the Developer Tab on your ribbon at the top of the document?
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If not, you need to add it.
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Don’t worry . . . It’s not that bad!
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Go to the File Tab, and scroll down to Options.
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On the screen that opens . . .
• Click on Customize Ribbon
• Go to the Main Tabs column
• Scroll down and check Developer
• Click OK
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You now have the Developer Tab on your Ribbon.
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Make your formatting choices:
Then add your title.
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• Font type
• Font size
• Font color
• Line spacing
• Borders
• Etc.
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You’re ready to begin making form fields!
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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
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• 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
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Next . . .
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You now have a text form field!
Follow the same process to add as many text fields as you like.
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Filled out, here’s what it looks like:
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Now . . . How about a drop-down
menu?
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No worries. . .
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It will be GREAT!
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• Type the label for your drop-down box
• Place your cursor where you want the box to appear
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To add a drop down menu field
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• Go to the Developer Tab
• Find the Controls Box
• Click on the Drop Down List Content Control icon
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3Then . . .
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High-Five! There’s your drop-down box!
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But . . .You still need to add the
drop-down menu choices.
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Come on now . . . A little enthusiasm please.
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Yes!
That’s more like it!
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• 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 . . .
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• Click on Add
• In the Add Choice window, type the Menu Option to be displayed
• Click OK
To add the drop down options . . .
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• 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)
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Keep going!
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There is your populated drop-down menu.
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Now, for a check-box field.
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You know what to do!
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• Type the label
• Add the check-box options
• Place your cursor where you want the first box to appear
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To add check-
box fields
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• 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!
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Next . . .
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Your form is almost done now.
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One last form field to add . . .
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a Date Picker
(aka a calendar)
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• Type the label for the date field
• Place your cursor where you want the box to appear
To add the date picker
field
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• Go to the Developer Tab
• Find the Controls Box
• Click on the Date Picker Content Control icon
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Next . . .
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And there is the Date Picker!
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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
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To prevent unintentional changes to
the form
• Go to the Developer Tab
• Find the Protect Box
• Click on Restrict Editing
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• 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 . . .
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Your form is now safe.
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Just this one more thing . . .
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Save your form like any other Word Document
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And . . . you . . . are . . . DONE!
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Great job!
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Resources• Stock photos retrieved from:
o FreedigitalPhotos.neto http://www.freedigitalphotos.net/
o Microsoft Officeo http://office.microsoft.com/en-us/images/