How To Create A Fillable Form In Word

Monday, August 15th 2022. | How to

How To Create A Fillable Form In Word – For older versions of Microsoft Word, follow the steps below to add fillable form fields using Legacy Tools.

If the Developer tab is not available as the main tab, follow the steps below to add the Developer tab.

How To Create A Fillable Form In Word

How To Create A Fillable Form In Word

Select the File tab, and select Options from the list. From the Word Options menu, select Customize Ribbon.

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In the Customize Ribbon section, select the “Main Tabs” option, and select the “Developer” check box from the list. Click OK to close the Word Options menu. Developer tab File, Home, Insert, etc. tab appears among the options. on the side

How To Create A Fillable Form In Word

Legacy Tools, unlike Content Control Tools, can add text to each field. Adding text communicates a form field’s label and other relevant information to assistive technology. Select the Developer tab, then select the Toolbox icon to open Legacy Tools.

The edit field is a text form field that can be used to answer the question by entering text. The place where text is entered is usually indicated visually with a highlighted area and a blinking cursor.

How To Create A Fillable Form In Word

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Place the cursor at the beginning of the space where you want to add an edit field. Remember to keep the field’s visual label close to the edit box, usually to the left.

Under the Legacy Tools and Legacy Forms headings, select “ab|” icon to select the Text Form field option.

How To Create A Fillable Form In Word

Right-click the shaded edit box and select Properties from the drop-down menu to open the Text Form Box Options dialog box.

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In the Bookmarks edit box, rename the field to match the field name in the form tag. No spaces are allowed in this field, use uppercase and uppercase/CamelCase for more than one word.

How To Create A Fillable Form In Word

Select the Add Text button. Select the Write your own radio button, and enter a complete statement (including the form field label) or a meaningful message for assistive technology users. The field size is limited to 138 characters.

Select OK on all menus and dialogs. After filling out the form, the text message will appear in the word status bar in the lower left corner of the screen when you select the form field.

How To Create A Fillable Form In Word

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To force text formatting, Legacy Tools must be in the text box. Navigate to the text field properties to open the Text Form Field Options dialog box. In the dialog box, select a format option from the Type drop-down list. In the Format drop-down menu, type or or select a format option.

A check box is a small square to the left or right of an element that can be selected by the user. If the box is checked, an X or a check mark will appear in the box. If the item is not selected, the field is empty.

How To Create A Fillable Form In Word

Place the cursor where you want to add the check box. Remember to keep the visual label of the checkbox closed, usually immediately to the left or right.

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In Legacy Tools, select the square icon and select the Form Field check box.

How To Create A Fillable Form In Word

Right-click the shaded checkbox and select Properties from the drop-down menu to open the Checkbox Form Field Options dialog box.

In the Check Box Form Field Options dialog box, select the size and default value (checked or unchecked) for the checkbox. In the edit bookmarks box, rename the field to match the field name in the checkbox label. No spaces are allowed in this field, use uppercase and uppercase/CamelCase for more than one word.

How To Create A Fillable Form In Word

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Select the Add Text button. Select the Write your own radio button, and enter the full statement (including the checkbox label) or a meaningful message for assistive technology users. The field size is limited to 138 characters.

Some people use assistive technology to navigate through the fields of the form and may not see or know that the form has been completed. To let those people know where the form ends, enter this phrase in the text message in the last form field: “End of Form.”

How To Create A Fillable Form In Word

In order to be able to fill and navigate form fields with the tab key, the document must be locked and inadvertent editing restricted.

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In the Restrict Editing panel, check the box next to Allow only this type of editing in this document, and select “Fill Forms” from the drop-down list.

How To Create A Fillable Form In Word

Select the “Yes, start validating protection” button. If the Start Protection Run button is not selectable and grayed out, check that Design mode is turned off in the Developer tab.

Entering a password is optional. For passwordless protection, leave the password fields blank and click OK. Note that if you choose to add a password, it cannot be reset if you forget it later. Forms with forgotten passwords must be recreated to make changes.

How To Create A Fillable Form In Word

How To Create A Fillable Form In A Microsoft Word Document

If you need to edit the form, you can unprotect the form by opening the Minimize edit panel (as mentioned in step 1 above). Select the “Stop Protection” button at the bottom of the panel. Don’t forget to restrict it again after making changes. By Joseph Brownell / Friday, August 06, 2021 / Last Posted in Office 2013, Office 2016, Office 2019, Office 365, Word 2013, Word 2016, Word 2019, Word for Office 365

In Word, you can easily create a form based on existing documents or templates. To create a form in Word, first create a plain document or template to use as the basis of the form. Then enter the information you want to keep unchanged in the document. This information that does not change is also called “static” information. Once done, insert controls and fields into the form where you want to enter information for the form’s users.

How To Create A Fillable Form In Word

Before creating a form in Word, you must show the “Developer” tab on the ribbon. To do this, if necessary, click on the “File” tab on the ribbon. Then select “Options” to open the “Word Options” dialog box. In the Word Options dialog box, click the Customize Ribbon category. Then use the “Customize Ribbon:” drop-down menu on the right side of the screen to select the “Main Tabs” category, if desired. Then check the box next to the “Developer” tab category to enable it. Finally, click “OK” in the lower right corner of the dialog box. You can also read this blog post for detailed instructions on how to display the Developer tab in Word.

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Then open the document or template that the form is based on. Then click on the “Developer” tab on the ribbon. On this tab, you can use the controls in the “Controls” button group to insert various form fields and controls. These controls allow users to enter information into the form.

How To Create A Fillable Form In Word

Before inserting form controls, first create “static” or immutable document content. For example, if you are creating a survey, you can create a table in which you can enter the questions answered by the respondents. Also leave room on the form where you want to insert the form controls that you want respondents to use when completing the survey.

Creating a Form in Word – Instructions and Video Lesson: Image of a user creating a form in Word using the “Developer” tab.

How To Create A Fillable Form In Word

How To Create A Fillable Form With Microsoft Word

To insert a form control, click in the document where you want to insert the control. Then, click the type of control you want to insert from the list in the “Controls” button group on the “Developer” tab of the ribbon.

Then select the control in the document and set its properties as desired by clicking the “Properties” button on the “Developer” Ribbon tab in the “Controls” button group. Each type of control has different properties that you can change. You can also add text to help users fill out the form.

How To Create A Fillable Form In Word

After adding all the controls to the form, you can optionally protect selected form elements from changes. You can also apply protection to the entire form if you want. To do this, click the “Cut Edit” button in the “Protection” button group on the “Developer” tab of the Ribbon to open the “Cut Edit” work window on the right side of the document window. Then set the desired settings in this task window. After applying the desired form protection, the only step is to save the form as a template that you can share with other Word users.

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To save the form as a template, click the “File” tab on the ribbon. Then select “Save As”. In the right section, select “This PC” and click “Browse” to open the “Save As” dialog box.

How To Create A Fillable Form In Word

In the “Save As” dialog box, select “Word Template” or “Word Macro-Enabled Template” (Save as type:) from the drop-down list. Next, enter the name of the template in the “File name:” text box. After entering the desired form template settings, click the “Save” button in the lower right corner of the dialog box

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