To save the form as a document template, click the “File” tab in the Ribbon.Then set your form protection options in this task pane, as desired.To apply form protection, click the “Restrict Editing” button in the “Protect” button group on the “Developer” tab in the Ribbon to open the “Restrict Editing” task pane at the right side of the document window.Then set the control’s properties, as desired.Then click the “Properties” button in the “Controls” button group of the “Developer” tab.To set a form control’s properties, select the control in the document.Then click the control to insert in the “Controls” button group.Then click the “Developer” tab in the Ribbon.To insert a form control, place your cursor at the insertion point in your document for the control.Then insert controls and fields into the form where you want the form’s users enter information.Enter the information you want to remain unchanging, or “static.”.To create a form in Word, open the document or template to use as the basis for your form.After setting the desired form template options, click the “Save” button in the lower-right corner of this dialog box to save it. Then type a name for the template into the “File name:” text box. Within the “Save As” dialog box, select either “Word Template” or “Word Macro-Enabled Template” from the “Save as type:” drop-down. In the section to the right, select the “This PC” choice and then click the “Browse” button to open the “Save As” dialog box. To save the form as a template, click the “File” tab in the Ribbon. After applying any desired form protection, the only step left is to save the form as a template to give to other Word users. Then set your options in this task pane, as desired.
To do this, click the “Restrict Editing” button in the “Protect” button group on the “Developer” tab of the Ribbon to open the “Restrict Editing” task pane at the right side of the document window. You can also apply protection to the entire form, if you prefer. You can also add text that helps the users complete the form.Īfter adding all the controls to the form, you can then optionally protect selected form elements from being changed. Each type of control has different properties you can change. Then select the control in the document and set its properties, as desired, by clicking the “Properties” button in the “Controls” button group on the “Developer” tab in the Ribbon. Then click the type of control to insert from the listing in the “Controls” button group on the “Developer” tab in the Ribbon. To insert a form control, click into the position in the document where you want to insert the control. Also, leave space in the form where you plan to insert the form controls you want respondents to use when taking the survey.Ĭreate a Form in Word- Instructions and Video Lesson: A picture of a user creating a form in Word by using the “Developer” tab in the Ribbon. For example, if creating a survey form, you may create a table into which you type the questions the respondents answer. These controls let users enter information into the form.īefore inserting form controls, first create the “static,” or unchanging, document content. This tab lets you use the controls in the “Controls” button group to insert many types of form fields and controls. Then click the “Developer” tab in the Ribbon. Next, open the document or template to use as the basis for your form.
INSERT FORM FIELDS IN WORD DOCUMENT HOW TO
You can also read this blog post about how to show the Developer tab in Word for detailed instructions. Finally, click the “OK” button in the lower-right corner of this dialog box. Then check the checkbox next to the “Developer” tab category to enable it. Then use the “Customize the Ribbon:” drop-down at the right side of the screen to select the “Main Tabs” category, if needed. In the “Word Options” dialog box, click the “Customize Ribbon” category. Then choose the “Options” command to open the “Word Options” dialog box. To do this, if needed, click the “File” tab in the Ribbon. When finished, then insert controls and fields into the form where you want the form’s users to enter data.īefore you create a form in Word, you must show the “Developer” tab in the Ribbon. This unchanging information is also called “static” information. Then enter information into that document you want to remain unchanging. To create a form in Word, first create a normal document or template to use as the basis for your form. You can easily create a form in Word based on existing documents or templates.
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