How To Create A Fillable Form Template In Word 2010
How To Create A Fillable Form Template In Word 2010 – With Word, you can create interactive digital forms that other people can fill out on their computers before printing or sending them back to you. It takes a little preparation, but won’t let you decipher messy handwriting! Some of the tools you’ll use to create a form include:
Before creating a form, you must enable the Developer tab to access advanced tools.
How To Create A Fillable Form Template In Word 2010
The Developers tab will now appear on the ribbon. In addition to improved tools for saving macros, add-ons, and document protection, we now have access to form control.
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Once you’ve activated the Developer tab and created the layout and structure of the form, you can start adding form fields to your document using the content controls.
You can add many different types of form controls to a form that allow people to add different types of responses.
When you’re ready to distribute the form so that others can fill it out, you can restrict the form so that those filling it out can’t remove or change the content controls.
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The document is now restricted and anyone you send it to can only fill out forms. By Joseph Brownell / Friday, August 06, 2021 / Recently Posted, Office 2013, Office 2016, Office 2019, Office 365, Word 2013, Word 2016, Word 2019, Word for Office 365
You can easily create a form in Word from existing documents or templates. To create a form in Word, first create a standard document or template that is the basis of your form. Then enter the information you want to change into this document. This unchanging information is also called “static” information. When you’re done, add form controls and fields where you want form users to enter data.
Before creating a form in Word, you need to display the “Developer” tab on the ribbon. To do this, if necessary, click the “File” tab on the toolbar. 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 Movie:” drop-down menu on the right side of the screen to select the “Main Tabs” category if needed. Then check the box next to the “Developers” tab category to enable it. Finally, click the “OK” button in the lower right corner of this dialog box. You can also read this blog post on how to display the Developer tab in Word for detailed instructions.
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Next, open the document or template that will be the basis of your form. Then click the “Key” tab on the ribbon. On this tab, you can use the controls in the Controls group of buttons to add multiple types of fields and controls to the form. These controls allow users to enter information on a form.
Before adding form controls, make the document content static or immutable. For example, if you are creating a survey form, you can create a table where you can type questions for respondents to answer. Also, leave a space on the form where you plan to enter the form controls you want respondents to take in the survey.
Creating a Form in Word – Instructions and Video Lesson: Image of a user creating a form in Word using the “Developer” tab on the toolbar.
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To add a form control, click in the document where you want to add the control. Then, on the Key tab of the ribbon, in the Controls button group, click the type of control you want to add from the registry.
Then select the control in the document and set its properties as desired by clicking the “Properties” button in the “Controls” group of buttons on the “Key” tab of the ribbon. Each control type has different properties that can be changed. You can also add text to help users complete the form.
After adding all the controls to the form, you can optionally protect the selected form elements from modification. If desired, you can also apply protection to the entire form. To do this, click the “Restrict Editing” button in the “Protect” group of buttons on the “Key” tab of the ribbon to open the “Restrict Editing” task pane on the right side of the document window. Then set your options in this task pane as desired. After applying the desired form protection, all that remains is to save the form as a template to give it to other Word users.
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To save the form as a template, click the “File” tab on the ribbon. Then select the “Save As” command. In the right pane, select “This PC” and then click “Browse” to open the “Save As” dialog box.
In the “Save As” dialog box, select “Word Template” or “Word Macro Enabled Template” from the “Save Template As” drop-down menu. Then type the name of the template in the “File name:” text box. After setting the desired form template options, click the “Save” button in the lower right corner of this dialog box to save it.
The next video lesson titled “Creating a Form” shows you how to create a form in Word. This video lesson on creating a form in Word comes from our complete Word tutorial titled Mastering Word v.2019 and 365 with ease.
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Creating templates is an important way to get the most out of your document experience. We have prepared many options for you in advance, which can be easily customized according to your needs. But you probably already have a lot of documents prepared in advance. Being able to automatically fill in the documents you use every day is a game changer.
To use Docs to autocomplete documents, you need to create fillable PDFs. So we’re going to show you how to make standard Word documents and PDF files executable. To get started, you’ll need PDF editing software like Nitro Pro or Adobe. For this example we will use Adobe Acrobat Pro.
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On the right side of the screen you will see an option to prepare the form. (If this option is not available, click Tools in the top navigation panel. You can find the Form Preparation Tool under Forms and Signatures.)
In our form, Adobe detects the fields and automatically adds the text fields for us. However, the field names are random and imprecise.
To make the document integration process as smooth as possible, we would like to take some time to better define our document fields. You can change your field names by double-clicking in any text box. Here are some tips on field naming conventions.
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Adobe may not automatically detect all fields in your document. If this is the case, you can manually add text fields by selecting the Add Text Field button in the top navigation bar.
Adding checkboxes to an executable PDF is a bit more complicated than simply updating the field name. Each checkbox in your PDF has an export value. It’s like this box is checked if X is true. If the value to move to the PDF matches your export value, the box will be checked.
In our W-9 document, we want to collect information on an individual or organization’s federal tax return. After we’ve used the checkbox tool to update our field name, we’re ready to update the ExportValue. In the Options section, we updated the export value to match our form text.
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You are ready! Once you’ve created your fillable PDF, simply upload it to your document account and we’ll take it from there.
Docs makes it easy to automate your document creation. See for yourself by starting your free trial today!
The ability to autofill documents you use every day is a game changer. Here’s how to use Documents to create executable PDFs.
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