Make A Word Document Fillable

Thursday, September 15th 2022. | How to

Make A Word Document Fillable – No matter how many times I tried to fix it, Clippy was there to tell me that I still wasn’t good enough. They came out of nowhere to offer “help” because my work was bad. πŸ˜΅πŸ’«

Fast forward to the present day, and a vast library of knowledge is at our disposal through technology and the Internet. And luckily for me, Clippy has retired.

Make A Word Document Fillable

Make A Word Document Fillable

According to some sources, Office 365 is used by a million companies around the world, so it is fair to say that knowing how to use Microsoft Office is a must.

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Filled forms are a resource that almost everyone has created or filled out in their career – and it’s not going away! Forms collect data, provide communication channels, and save time in workflows.

Make A Word Document Fillable

A fillable form is a digital form that users can fill out and return. Of course you can print the form too, but it’s not 1997 anymore – let’s go paperless! πŸ‘©β€πŸ’»

Organizations create forms to collect relevant data from employees and customers. Along with sustainability and environmental benefits, it improves accuracy and efficiency. (Not to mention the user-friendly experience!)

Make A Word Document Fillable

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You may have used some basic controls to write cover letters for your reports. However, when using Microsoft Word to create fillable forms, there are a few more controls that need to be learned, so keep those legs up.

Scary when you get it. To get the type of form you want to build, reading the Controls section will help you save time when creating the form.

Make A Word Document Fillable

These form controls (when used correctly) provide an interactive form so that users quickly understand what is expected of them.

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Text boxes are most useful for a variety of possible answers. These fields can be used to capture names, email addresses – just about anything! If you need a date field, use the date picker content control and customize it.

Make A Word Document Fillable

Check boxes are suitable for yes-no questions or for selecting one or more options from a set of options.

For this tutorial, I am using Microsoft Word for Mac version 16.54. The steps and features may be different if you are using a different platform or version. However, the end game is the same, so these tips can be applied to what you have!

Make A Word Document Fillable

Optimizing Your Forms

If you take away just one thing from it, it should be this: organize your content before formatting.

You will save time and frustration if all the content is written and structured. I’m so sorry today for the hours I wasted starting over because I didn’t know what I needed.

Make A Word Document Fillable

Let’s put it into practice. I want to create a museum volunteer service. Here is my planned content:

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Enjoy this episode! Change the font, add page borders, apply MS Word themes – whatever you want!

Make A Word Document Fillable

Now that you have saved the template, sending the form to users will prompt them to save the completed form under a new name and as a .docx.

Software for creating and submitting forms and you may need an alternative to MS Word. Here are some reasons:

Make A Word Document Fillable

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It is a complex process that involves Microsoft Excel to extract data from MS Word form responses. You have created this form

And because it works across devices, users can easily fill out and submit forms with a link – and on the go! πŸ“²πŸŒ

Make A Word Document Fillable

While there are a variety of online form builders out there, only Forms lets you turn your collected responses into actionable tasks.

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Forms can be easily created, customized, maintained and shared. Additionally, there is more than one way to make the link available: For older versions of Microsoft Word, follow the steps below to add available form fields that can be filled in with older tools.

Make A Word Document Fillable

If the Developer tab does not exist as a Master tab, follow these steps to add the Developer tab.

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

Make A Word Document Fillable

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Under Customize the Ribbon, select “Main Tabs” from the options box, and then select the “Advanced” box from the list of options. Select OK to close the Word options menu. The Developer tab will appear in the tab options along with File, Home, Insert, etc.

Older tools, unlike content control tools, have the ability to add text to any field. Adding text communicates the form field indicator and other important information with assistive technology. Select the Developer tab, then select the icon with the Tools field to open Legacy Tools.

Make A Word Document Fillable

An edit field is a text field used to answer a question by entering text. The place where text is entered is usually indicated by a screen with a highlighted area and a glowing cell.

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Place the cursor at the beginning of the place where you want to add an edit box. Remember to place the field’s visual label near the edit area, usually directly to the left.

Make A Word Document Fillable

In older tools and under the Legacy Forms heading, the icon from “ab |” choose select the Form text box option.

Right-click the shape edit box, then select Properties from the drop-down menu to open the Text Format Field Options dialog.

Make A Word Document Fillable

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In the display edit box, change the field name to match the field name on the form label. No spaces are allowed in this field, instead use mixed case/camel for more than one word.

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

Make A Word Document Fillable

Select OK in all menus and dialog boxes. After completing the form, a text message will appear in the word status bar in the lower left corner of the screen when you select a form field.

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You must be in the Text area of ​​the legacy tools to force text formatting. Go to Text Box Properties to open the Form Text Box Options dialog. In the dialog box, select a format option from the Type drop-down list. In the Format drop-down list, type or select a format option.

Make A Word Document Fillable

A check box is a small box to the left or right of an object that the user can select. When a check box is selected, an X or a check mark appears in the box. When an element is unchecked, the field is empty.

Place the cursor where you want to add the checkbox. Be sure to keep the visual label of the check box close, usually directly to the left or right.

Make A Word Document Fillable

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In older devices, select the icon with the box and select the checkbox to select the Form checkbox option.

Right-click the shaded check box, and then select Properties from the drop-down menu to open the Check Box Format Field Options dialog box.

Make A Word Document Fillable

In the Check Box Form Field Options dialog box, select the size of the check box and a default value (unselected or specified). In the display edit box, change the field name to match the field name on the check box label. No spaces are allowed in this field, instead use mixed case/camel for more than one word.

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

Make A Word Document Fillable

Some people use assistive technology to navigate through form fields and may not be able to see or know when the form is ready. To let them know where the form ends, type the following phrase in the text message of the end form field: “End of form”.

In order for the form fields to be filled and scrolled with the tab key, you must lock the document and restrict unwanted editing.

Make A Word Document Fillable

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In the Restricted Editing window, select the check box next to Allow only this type of editing in the document, and then select “Filling out forms” from the drop-down list.

Select the “Yes, Start Deployment Protection” button. If the Start Protection button cannot be selected and is grayed out, ensure that Design Mode is enabled on the Developer tab.

Make A Word Document Fillable

Adding a password is optional. To secure yourself without a password, leave the password fields blank and select OK. Note that if you choose to add a password, it will not be recoverable if you later forget it. Forms with forgotten passwords will be regenerated for the changes to take effect.

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If you want to make changes to a form, you can stop protecting the form by opening the Restricted Publishing window (as described in step 1 above). Select the “Stop Protection” button at the bottom of the panel. Remember to restrict editing again after you finish making changes. If you work in an organization where someone regularly collects important information (data collection), you may be here because it’s time to modernize your process.

Make A Word Document Fillable

If you are still trying to use Excel instead of a fixed form management system, it will be difficult for you to follow the goals of digital transformation as an organization because in your judgment you will find that most of them are still using it.

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