Making forms with word

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To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, date pickers, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Show the Developer tab

If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.

Open a template or a blank document on which to base the form

To save time, start with a form template or start from scratch with a blank template.

  1. Go to File > New.

  2. In Search online templates, type Forms or the type of form you want and press ENTER.

  3. Choose a form template, and then select Create or Download.

  1. Go to File > New.

  2. Select Blank document.

Add content to the form

Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set properties on controls once inserted.

Note: You can print a form that was created using content controls, but the boxes around the content controls will not print.

In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If you want to limit what users add, insert the plain text content control.

  1. Click or tap where you want to insert the control.

  2. Select Developer > Rich Text Content Control Rich text control button or Plain Text Content Control Plain text control button.

To set specific properties on the control, see Set or change properties for content controls.

A picture control is often used for templates, but you can also add a picture control to a form.

  1. Click or tap where you want to insert the control.

  2. Select Developer > Picture Content Control Picture control button.

To set specific properties on the control, see Set or change properties for content controls.

Use building block controls when you want people to choose a specific block of text. For example, building block controls are helpful when you need to add different boilerplate text depending on the contract’s specific requirements. You can create rich text content controls for each version of the boilerplate text, and then you can use a building block control as the container for the rich text content controls.

  1. Click or tap where you want to insert the control.

  2. Go to DeveloperBuilding Block Gallery Content Control building block gallery control (or Building Block Content Control).

  3. Select Developer and content controls for the building block.

    Developer tab showing content controls

  1. Click or tap where you want to insert the control.

To set specific properties on the control, see Set or change properties for content controls.

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

  1. Go to Developer > Combo Box Content Control combo box button or Drop-Down List Content Control List box button.

  2. Select the content control, and then select Properties.

  3. To create a list of choices, select Add under Drop-Down List Properties.

  4. Type a choice in Display Name, such as Yes, No, or Maybe.

    Repeat this step until all of the choices are in the drop-down list.

  5. Fill in any other properties that you want.

    Note: If you select the Contents cannot be edited check box, users won’t be able to click a choice.

  1. Click or tap where you want to insert the date picker control.

  2. Select Developer > Date Picker Content Control Date picker button .

To set specific properties on the control, see Set or change properties for content controls.

  1. Click or tap where you want to insert the check box control.

  2. Select Developer > Check Box Content Control Check box button.

To set specific properties on the control, see Set or change properties for content controls.

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

  1. Click or tap where you want to insert a legacy control.

  2. Go to Developer > Legacy Forms Legacy control button drop-down.

  3. Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

  1. Select the content control that you want to change.

  2. Go to Developer > Properties.

    Controls Properties  button

  3. Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

  1. Open the form that you want to lock or protect.

  2. Select Developer > Restrict Editing.

    Restrict editing button

  3. After selecting restrictions, select Yes, Start Enforcing Protection.

    Restrict editing panel 

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break.

Sections selector on Resrict sections panel

Show the Developer tab

If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

  1. Go to File > New from Template.

    New from template option

  2. In Search, type form.

  3. Double-click the template you want to use.

  4. Select File > Save As, and pick a location to save the form.

  5. In Save As, type a file name and then select Save.

  1. Go to File > New Document.

    New document option

  2. Go to File > Save As.

  3. In Save As, type a file name and then select Save.

Add content to the form

Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

  1. In the document, click or tap where you want to add a content control.

  2. On Developer, select Text Box, Check Box, or Combo Box.

    Developer tab with content controls

  3. To set specific properties for the control, select Options, and set .

  4. Repeat steps 1 through 3 for each control that you want to add.

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

  • Set common properties.

    • Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

    • Bookmark Set a unique name or bookmark for each control.

    • Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

    • Add Help Text Give hints or instructions for each field.

    • OK Saves settings and exits the panel.

    • Cancel Forgets changes and exits the panel.

  • Set specific properties for a Text box

    • Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

    • Default text sets optional instructional text that’s displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

    • Maximum length sets the length of text that a user can enter. The default is Unlimited.

    • Text format can set whether text automatically formats to Uppercase, Lowercase, First capital, or Title case.

    • Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

  • Set specific properties for a Check box.

    • Default Value Choose between Not checked or checked as default.

    • Checkbox size Set a size Exactly or Auto to change size as needed.

    • Check box enabled Lets the user check or clear the text box.

  • Set specific properties for a Combo box

    • Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

    • Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press to remove a selected item.

    • Drop-down enabled Lets the user open the combo box and make selections.

  1. Go to Developer > Protect Form.

    Protect form button on the Developer tab

    Note: To unprotect the form and continue editing, select Protect Form again.

  2. Save and close the form.

If you want, you can test the form before you distribute it.

  1. Protect the form.

  2. Reopen the form, fill it out as the user would, and then save a copy.

Show the Developer tab

  1. On the right side of the ribbon, select Action pop-up menu, and then select Ribbon Preferences.

  2. Under Customize, select Developer .

Open a template or a document on which to base the form

You can start with a blank document and create your own form. Or, to save time, you can start with a form template.

  1. Go to File > New from Template.

  2. In the left pane, expand Online Templates, and then select Forms.

  3. Double-click the form template that you want to use.

Add content controls to the form

  1. In the document, click where you want to add the control.

  2. On the Developer tab, under Form Controls, select Text Box, Check Box, or Combo Box.

  3. To set specific properties for the control, select Options, and then configure the properties that you want.

    Note: To create a list of drop-down items in a combo box, select the combo box placeholder, click Options, and then add the items that you want to appear in the drop-down list.

  4. Repeat steps 1 through 3 for each control that you want to add.

Add instructional text (optional)

Instructional text (for example, «Type First Name») in a text box can make your form easier to use. By default, no text appears in a text box, but you can add it.

  1. Select the text box control that you want to add instructional text to.

  2. On the Developer tab, under Form Controls, select Options.

  3. In Default Text, type the instructional text.

  4. Make sure that Fill-in enabled is selected, and then select OK.

Protect the form

  1. On the Developer tab, under Form Controls, select Protect Form.

    Note: To unprotect the form and continue editing, click Protect Form again.

  2. Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

  1. Protect the form.

  2. Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form.

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

Need more help?


How to Create a Fillable Form in Word

You can use Word to 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 keeps you from having to decipher messy handwriting! Some of the tools you will use when creating a form include:

  • Templates: Forms are normally saved as templates so that they can be used again and again.
  • Content controls: The areas where users input information in a form.
  • Tables: Tables are often used in forms to align text and form fields, and to create borders and boxes.
  • Protection: Users can complete the form fields without being able to change the form’s text and/or design.

Show the Developer Tab

Before you can create a form, you’ll need to turn on the Developer tab to get access to the advanced tools.

  1. Click the File tab.

    Forms

  2. Select Options.

    Forms

    The Word Options window opens.

  3. Click the Customize Ribbon tab on the left.

    The column on the right controls which ribbon tabs are enabled.

  4. Check the Developer check box.
  5. Click OK.

    Forms

The Developer tab now appears on the ribbon. In addition to advanced tools for macro recording, add-ins, and document protection, we now have access to form controls.

Create a Form

Once you’ve enabled the Developer tab, and created the layout and structure of the form, you can start adding form fields to your document with Content Controls.

  1. Place the text cursor where you want to insert the form field.
  2. Click the Developer tab on the ribbon.

    The Controls group contains the different kinds of content controls you can add to a form, as well as the toggle button for Design Mode.

  3. Click the Design Mode button in the controls group.

    While Design Mode is active, controls you insert won’t be active, so clicking a check box to move it around won’t also check it. You can also customize placeholder text for some controls.

    Forms

  4. Click a Content Control buttons to insert the selected type of control.

    The content control is inserted.

    Select a form field and click the Properties button on the ribbon to edit a control’s options. Depending on the type of control you’ve inserted, you can change its appearance, set up the options in a list, or lock the control once edited.

  5. When you’re done, click the Design Mode button again to exit Design Mode.

    Forms

You leave Design Mode, and the content controls that you’ve inserted can now be used.

Types of Form Controls

There are many different types of form controls you can add to a form that will allow people to add different types of responses.

Finalize a Form

When you’re ready to distribute a form so others can fill it out, you can restrict the form so that content controls cannot be removed or changed by those filling it out.

  1. Click the Restrict Editing button on the Developer tab.

    The Restrict Editing pane appears on the right.

  2. Check the Editing restrictions check box.
  3. Click the Editing restriction list arrow.
  4. Select Filling in forms.

    When this option is enabled, the only change that anyone else can make to this document is the filling in of form fields. They won’t be able to move, delete, or edit the fields themselves until protection is turned off.

    Forms

  5. Click the Yes, Start Enforcing Protection button.

    A password is not required to start enforcing protection, but you can add one if you’d like to prevent just anyone from turning this protection off.

  6. Enter a password (optional), then click OK.

    Forms

The document is now restricted, and anyone you send it to will only be able to fill in the forms.


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If you use forms at work, you’ll love the convenience of interactive or fillable forms in Microsoft Word. Forms that you can fill out make gathering information easy.

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Form templates for Word make it easier to create forms that are both attractive and functional.

 With a fillable form, all you’ve got to do is create a form in Word. Then you can use it over and over again. There’s nothing to print, so interactive forms are good for both your budget and the environment.

If you want a fillable form that also looks good, then begin with a template in Word. Form templates for Microsoft Word are available in Envato Elements and GraphicRiver.

In this tutorial, you’ll learn how to create a fillable form in Word, so you can reap all the benefits of an interactive form.

Find Great Form Templates on Elements

Fillable forms in Word have a variety of uses. Human resources use forms to capture employee and consultant information. Organizations use forms to register members, students, or clients. You also use forms to take orders for your products and services. Those are only a few examples of how useful fillable forms are.

Ideally, you want your Microsoft Word forms to be consistent with your branding. Well-designed forms reflect your credibility and professionalism. That’s why you want to avoid generic-looking forms. Want to know how to make a fillable form in Word that’s aligned with your visual brand?

Word templatesWord templatesWord templates

Get unlimited downloads of Word templates and other creative assets with a subscription to Envato Elements.

The easiest way is by using templates for Word with pre-built tables or forms. One awesome source for Word templates is Envato Elements. Elements has an irresistible offer: for one low monthly fee, you get unlimited downloads of the millions of creative assets in its library. These include:

  • Word templates
  • fonts
  • graphics
  • photos
  • and more

Whatever you need to make your forms look as good as possible, you can find in Elements.

If you need to create only one form, then a better source for Word templates is GraphicRiver. It’s got the same massive library of creative assets but on a pay-per-use basis. For the one-off project in Word, GraphicRiver is a terrific and budget-friendly option.

How to Create Fillable Forms in Word

You may be wondering, «How do I make a fillable form in Word?» Let me take you step-by-step through how to create a fillable form in Word.

Note: In the following tutorial, I’m using Microsoft Word for Mac version 16.48. If you’re using a different version, then the steps and interface may be different. But these steps should still be helpful for you.

1. Show the Developer Tab

As a first step, make sure that the Developer tab is showing up for you. This may be hidden by default. If you don’t see the Developer tab, follow these steps:

Go to Word > Preferences

how to create a fillable form in wordhow to create a fillable form in wordhow to create a fillable form in word

The Word Preferences menu opens. Click on the Ribbon & Toolbar button. 

how to create a fillable form in word - developer tabhow to create a fillable form in word - developer tabhow to create a fillable form in word - developer tab

The Ribbon & Toolbar menu pops up. Under Main Tabs, scroll down and check Developer. Click Save.

how to create a fillable form in word - show developer tabhow to create a fillable form in word - show developer tabhow to create a fillable form in word - show developer tab

The Developer tab should now be visible.

how to create a fillable form in word - developer tab visiblehow to create a fillable form in word - developer tab visiblehow to create a fillable form in word - developer tab visible

2. Determine the Layout and Structure of the Form

The next step is to determine the layout and structure of the fillable form. This will depend on what information you want to capture. You may want to sketch this on a sheet of paper first. 

When you know what the form will look like, create a table in Word. By creating your form as a table in Word, it’ll be easier for you to keep things aligned and organized. The cells of the table are the form fields. Keep this in mind as you create your interactive form. This tutorial shows you the steps for how to make a table in Word:

Another option is to use a Word template with a pre-built table as a form. This way, the form has already been professionally designed. All you’ve got to do is to customize the form in Word according to your needs. Remember that the form template must have been built as a table so that you can make the form interactive in Word.

In the steps that follow, I’m going to create a form from scratch by first creating a table in Word:

how to create a fillable form in word - tablehow to create a fillable form in word - tablehow to create a fillable form in word - table

Now, it’s time to make this a fillable form in Word.

3. Add Form Fields With Content Controls

You create a fillable form in Word by adding form fields. There are different types of form fields with content controls, depending on the types of responses you’re looking for.

Under the Developer tab, you’ll see buttons for creating a Text Box, Check Box, and Combo Box (or drop-down form field).

how to make a fillable form in word - form fieldshow to make a fillable form in word - form fieldshow to make a fillable form in word - form fields

Let me show you how to create each type of form field:

How to Add a Word Fillable Form Text Box

Place the cursor where you would like to create a text field. Click on the Developer tab, then the Text Box button. 

how to make a fillable form in word - text fieldhow to make a fillable form in word - text fieldhow to make a fillable form in word - text field

A text box is created. To change the text box settings, click on Options. The Text Form Field Options menu opens.

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Here, choose various settings. For example, you’ve got several Text Types to choose from:

  • Regular Text
  • Number
  • Date
  • Current Date
  • Current Time
  • Calculation

Add a Default Text for the form field to guide respondents in filling out the form. You can also specify the Maximum Length and Text or Number Format

how to make a fillable form in word - text typeshow to make a fillable form in word - text typeshow to make a fillable form in word - text types

When you’re happy with the settings, click OK. Repeat for each text box you want to create.

how to make a fillable form in word - text boxes addedhow to make a fillable form in word - text boxes addedhow to make a fillable form in word - text boxes added

How to Add a Check Box to a Fillable Form in Word

Next, let’s make check boxes. First type the text for the check box items. Then, place your cursor in front of the first item. Go to Developer > Check Box

how to make a fillable form in word - check boxhow to make a fillable form in word - check boxhow to make a fillable form in word - check box

A check box appears where your cursor was. Again, change the check box settings by clicking on the Options button.

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The Check Box Form Field Options menu opens. Here you can determine whether the Default Value for the check box is Not Checked or Checked. Specify the Check Box Size and other options. When you’re done setting up the check box options, click OK.

Repeat these steps for the other check boxes.

microsoft word forms - check boxes addedmicrosoft word forms - check boxes addedmicrosoft word forms - check boxes added

How to Create a Drop-down Field in a Fillable Form in Word

Finally, let’s add a drop-down field in our form. Place the cursor where you want the drop-down menu to be, then go to Developer > Combo Box

how to create a fillable word document - dropdown menuhow to create a fillable word document - dropdown menuhow to create a fillable word document - dropdown menu

To add the drop-down menu items, click on the Options button. The Drop-Down Form Field Options menu opens.

how do i make a fillable form in wordhow do i make a fillable form in wordhow do i make a fillable form in word

Type a drop-down item, then click the + sign. 

create editable word documentcreate editable word documentcreate editable word document

Repeat for each drop-down item you want to include in your fillable form. When you’re done, click OK.

create editable word document - dropdowncreate editable word document - dropdowncreate editable word document - dropdown

Only the first drop-down item will appear. You’ll see the rest when you test the form.

4. Finalize the Form

Before using the fillable form in Word, it’s a good idea to first test it. To do this, click the Protect Form button on the Developer ribbon.

how to create a fillable form in word - protect formhow to create a fillable form in word - protect formhow to create a fillable form in word - protect form

Now that the form is protected, fill the form fields like your respondents would. You’ll notice that the drop-down menu items appear when you click on the field or the arrow beside it.

how to create a fillable form in word - test formhow to create a fillable form in word - test formhow to create a fillable form in word - test form

When you’re happy with how the fillable form works, finalize the document by formatting the page. Click Protect Form again to un-protect it, so you can edit the document. Now’s the time to change fonts, colors, add logos, and format the form as you wish.

This is what my final fillable form looks like:

how to create a fillable form in wordhow to create a fillable form in wordhow to create a fillable form in word

You may also decide to remove the shading for each form field. To do so, go to Developer > Shading.

how to create a fillable form in word - shading form fieldshow to create a fillable form in word - shading form fieldshow to create a fillable form in word - shading form fields

I’m going to keep the Shading on, to make it clear to my respondents where they’re supposed to type in their answers. That’s because I deleted the borders of my table to give my form a cleaner appearance. If you keep the table borders, then it makes sense to switch off the form field Shading.

5. Use and Distribute Fillable Forms in Word

Once the fillable form in Word is completed, share it with your users or respondents. Do this by sharing the fillable form as an email attachment.

First, make sure that the form is protected. This ensures that other users won’t be able to edit the form when you share it with them.

Next, click on Share > Share a Copy.

how to create a fillable form in word - share fillable formhow to create a fillable form in word - share fillable formhow to create a fillable form in word - share fillable form

In the menu that opens, click Email as Attachment.

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This launches your default email application with the fillable form attached.

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3 Top Form Templates for Word (Unlimited Downloads from Elements)

If you want a form with an impressive design, it’s best to start with a form template for Word. Templates with built-in forms are designed by professional graphic designers. This means the biggest—and hardest—design decisions have already been made for you. By customizing the colors and fonts and adding your logo, you can make the template truly your own.

Below are a few form templates for Word that look great: 

1. Clean Business Registration Form Template

how to create a fillable form in Wordhow to create a fillable form in Wordhow to create a fillable form in Word

Learn how to create a fillable form in Word or use a template like this one from Elements.

The Clean Business Registration Form template for Word allows you to gather basic personal information and contact details. It’s useful for registering employees, clients, members, vendors, and more. This form template comes in A4 size. You’ve got the option of customizing it with your branding colors. The template comes in Microsoft Word files, as well as files for InDesign, Adobe Illustrator, and Photoshop.

2. Order Form

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When you know how to make a fillable form in Word, you can apply it to a form template.

Receive orders for your products or services with this Order Form for Word. This A4-sized template uses paragraph styles, making it easy to edit in Microsoft Word. It also comes in Adobe InDesign files, if you’re more comfortable editing in that application. A file guide is included to help you customize this template.

3. Client Questionnaire

Microsoft Word formsMicrosoft Word formsMicrosoft Word forms

Microsoft Word forms templates can be made editable in Word.

Impress your clients with this Client Questionnaire template that looks anything but generic. Editable in both Microsoft Word and Adobe InDesign, this form template comes in A4 size. A 34-page guide walks you through how to edit and use the template files.

More of the Best Word Templates for Your Business or Organization

Now you know how to create a fillable Word document. But aside from fillable forms, your business or organization needs other types of documents. Using templates for MS Word helps you create professional-looking documents quickly. Premium Word templates are designed to be easy to customize, so you end up with materials that are coherent with your brand.

Here are more Word templates you can customize to easily create impressive documents for your business or organization:

Learn More About Using Microsoft Word for Your Business and Personal Needs

Whether for personal or business use, MS Word lets you create various kinds of documents. But with power comes complexity, so it can take time to learn how to use its robust features.

The best place to start is with our ultimate guide, Learn How to Use Microsoft Word (Beginner Tutorial Guide). It takes you from the basics of opening and creating Word files, to more advanced skills like comparing and merging two Word documents.

These Word tutorials will also help:

Enhance Your Workflow With Fillable Forms in Word

You’ve seen how convenient it is to use an interactive, fillable form. And now, you know how to create your own fillable form in Word.

Take it up a notch by starting with a Word template, such as those from Elements or GraphicRiver. These professionally-designed templates for Word are sure to impress your clients, employees, or members.

For unlimited downloads of Word templates, take your pick of the vast options in Envato Elements. For one small monthly subscription, you get unlimited downloads of anything you want in its massive library. These include photos, fonts, graphics, as well as sound effects, music, and stock video. If you create many marketing and communication materials, Elements gives you massive value.

For one-off projects, GraphicRiver is another massive library of Word templates and other creative elements. But with GraphicRiver, you pay only for each single use of each item. It’s an affordable way of getting the same professional results.

Создаём заполняемые формы в Word

Создавать формы в Microsoft Word легко. Трудности начинаются, когда Вы решаете создать заполняемые формы, которые можно будет разослать людям, чтобы они их заполнили. В этом случае MS Word поможет решить вашу задачу: будь то форма для сбора информации о людях или опрос для получения обратной связи от пользователей о программном обеспечении или о новом товаре.

Содержание

  1. Включаем вкладку «Разработчик»
  2. Быть или не быть Шаблону?
  3. Наполняем форму элементами
  4. Текстовые блоки
  5. Добавляем выбор даты
  6. Вставляем раскрывающийся список
  7. Вставляем чек-боксы
  8. В заключение

Включаем вкладку «Разработчик»

Чтобы создавать заполняемые формы, сначала нужно активировать вкладку Developer (Разработчик). Для этого откройте меню File (Файл) и кликните по команде Options (Параметры). В появившемся диалоговом окне откройте вкладку Customize Ribbon (Настроить ленту) и выберите Main Tabs (Основные вкладки) из выпадающего списка.

Создаём заполняемые формы в Word

Поставьте галочку в строке Developer (Разработчик) и нажмите ОК.

Создаём заполняемые формы в Word

Теперь на ленте появилась новая вкладка.

Создаём заполняемые формы в Word

Быть или не быть Шаблону?

Есть два варианта, с которых можно начать создавать формы. Первый проще, при условии, что Вы подберёте подходящий шаблон. Чтобы найти шаблоны, откройте меню File (Файл) и нажмите New (Создать). Вы увидите множество шаблонов, готовых для скачивания. Остаётся лишь кликнуть по Forms (Формы) и отыскать нужный шаблон среди предложенных.

Создаём заполняемые формы в Word

Когда найдёте подходящий шаблон, загрузите его и редактируйте форму, как пожелаете.

Это самый простой путь, но может случиться так, что Вы не найдёте подходящий шаблон среди предложенных. В этом случае можно создать форму из черновика. Сперва откройте настройки шаблонов, но вместо уже готовой формы выберите My Templates (Мои шаблоны).

Создаём заполняемые формы в Word

Выберите Template (Шаблон) и кликните по ОК, чтобы создать чистый шаблон. В завершение нажмите Ctrl+S, чтобы сохранить документ. Назовём его Form Template 1.

Создаём заполняемые формы в Word

Наполняем форму элементами

Теперь у Вас есть пустой шаблон, значит уже можно добавлять информацию в форму. Форма, которую мы создадим в этом примере, – это простой опросник для сбора информации о людях, которые будут его заполнять. Первым делом вставьте основные вопросы. В нашем случае мы будем узнавать следующую информацию:

  1. Name (Имя) – обычный текст
  2. Age (Возраст) – раскрывающийся список
  3. D.O.B. (День Рождения) – выбор даты
  4. Sex (Пол) – чек-бокс
  5. Zip Code (Почтовый индекс) – обычный текст
  6. Phone Number (Номер телефона) – обычный текст
  7. Favorite Primary Color and why (Какой любимый цвет и почему) – поле со списком
  8. Best Pizza Toppings (Любимая начинка пиццы) – чек-бокс и обычный текст
  9. What is your dream job and why? Limit your answer to 200 words (О какой работе Вы мечтаете и почему) – форматированный текст
  10. What type of vehicle do you drive? (Какой у Вас автомобиль) – обычный текст

Чтобы приступить к созданию различных вариантов элементов управления, откройте вкладку Developer (Разработчик), которую Вы добавили ранее, и в разделе Controls (Элементы управления) выберите Design Mode (Режим конструктора).

Текстовые блоки

Для любых вопросов, требующих ответа в форме текста, можно вставить текстовые блоки. Это делается при помощи:

  • Rich Text Content Control (Элемент управления содержимым «форматированный текст») — пользователь может настраивать форматирование
  • Plain Text Content Control (Элемент управления содержимым «обычный текст») — допускается только обычный текст без форматирования.

Давайте создадим поле для ответа форматированным текстом на вопрос 9, а затем поле для ответа обычным текстом на вопросы 1, 5, 6 и 10.

Создаём заполняемые формы в Word

Не забывайте, что можно изменять текст в поле элемента управления содержимым, чтобы он соответствовал вопросу. Для этого кликните по полю и введите текст. Результат показан на изображении выше.

Добавляем выбор даты

Если Вам нужно добавить дату, можно вставить Date Picker Content Control (Элемент управления содержимым «выбор даты»). Используем этот элемент для вопроса 3.

Создаём заполняемые формы в Word

Вставляем раскрывающийся список

Для вопросов, подразумевающих единственный ответ (например, вопрос 2), удобно использовать раскрывающийся список. Вставим простой список и заполним его возрастными диапазонами. Разместите поле элемента управления содержимым, кликните по нему правой кнопкой мыши и выберите пункт Properties (Свойства). В появившемся диалоговом окне Content Control Properties (Свойства элемента управления содержимым) нажмите Add (Добавить), чтобы добавить в список возрастные диапазоны.

Создаём заполняемые формы в Word

Когда закончите, у Вас должно получиться примерно то, что изображено на рисунке ниже. При этом режим конструктора нужно отключить!

Создаём заполняемые формы в Word

Ещё можно использовать Combo Box (Поле со списком), в котором легко составить список из любых нужных элементов. При необходимости пользователь сможет ввести дополнительный текст. Давайте вставим поле со списком для вопроса 7. Так как мы будем использовать этот элемент, пользователи смогут выбрать один из предложенных вариантов и ввести ответ, почему им нравится выбранный цвет.

Создаём заполняемые формы в Word

Вставляем чек-боксы

Для ответа на четвёртый вопрос вставим чек-боксы. Для начала нужно ввести варианты ответов (male – мужчина; female – женщина). Затем добавить элемент управления содержимым Check box (Флажок) рядом с каждым вариантом ответа:

Создаём заполняемые формы в Word

Повторите это действие для любого вопроса, который подразумевает один или несколько вариантов ответа. Мы добавим чек-бокс к ответу на вопрос 8. Кроме того, чтобы пользователь мог указать вариант начинки пиццы, которого нет в списке, мы добавим элемент управления содержимым Plain Text (Обычный текст).

Создаём заполняемые формы в Word

В заключение

Готовая пустая форма с включённым и с выключенным режимом конструктора должна выглядеть, как на рисунках ниже.

Режим конструктора включен:

Создаём заполняемые формы в Word

Режим конструктора выключен:

Создаём заполняемые формы в Word

Поздравляем! Вы только что освоили основные приёмы создания интерактивных форм. Вы можете отправить файл DOTX людям, и когда они его запустят, он автоматически откроется как обычный документ Word, который можно заполнить и отправить обратно.

Оцените качество статьи. Нам важно ваше мнение:

В случае, если вам необходимо создать документ Word для заполнения другими людьми, например, создать анкету участника конференции, чтобы упростить процесс, вы можете создать форму для заполнения в Microsoft Word. Форма в ворде позволяет создавать заполнители для различных типов информации, таких как текст, дата, да-нет вопросы и т. д.

Включение вкладки «Разработчик»

Прежде чем перейти к созданию формы в ворде, вам нужно активировать вкладку «Разработчик» на ленте. Для этого нажмите «Файл» —> «Параметры», чтобы открыть диалоговое окно «Параметры Word». Выберите «Настроить ленту», затем установите флажок для вкладки «Разработчик».

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Создание формы в Word – Параметры Word

Теперь на ленте появится вкладка «Разработчик».

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Создание формы в Word – Вкладка Разработчик

Добавление полей формы в ворде

Теперь мы готовы перейти к созданию формы в ворде. Для этого мы будем использовать разнообразные поля, которые будут являться составляющими нашей будущей формы для заполнения в ворде.

Чтобы добавить поле формы для заполнения, поместите курсор в нужное место, затем выберите необходимый элемент из группы «Элементы управления» на вкладке «Разработчик». Вы можете навести указатель мыши на поля, чтобы увидеть различные параметры. В этом примере мы добавляем текстовое поле, чтобы пользователи могли вводить свои имена.

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Создание формы в Word – Элементы управления для создания формы в ворде

В документе появится тестовое поле:

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Создание формы в Word – Текстовое поле

Вы можете добавить несколько типов полей для создания формы в ворде. Например, вы можете добавить флажок для выбора:

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Создание формы в Word – Поле «флажок»

Или даже поле выбора даты:

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Создание формы в Word – Поле для выбора даты

После того, как вы добавили все поля в документ, ваша форма в ворде готова, и вы можете отправлять ее другим пользователям!

Настройка полей формы в ворде

Если вы хотите еще больше контролировать способ отображения полей своей формы в ворде, вы можете включить «Режим конструктора» в группе «Элементы управления» на вкладке «Разработчик».

7-sozdanie-formy-v-word

Создание формы в Word – Режим конструктора

Затем вы можете изменить свойства для каждого поля вашей формы в ворде, включая текст, который будет отображаться в каждом поле. Если вы готовы потратить немного времени на настройку каждого поля, вы можете создать довольно прочную форму. Например, вы можете создать в своей форме заполнения собственный выпадающий список, как в приведенном ниже примере:

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Создание формы в Word – Использование выпадающего списка в форме

В итоге в нашем примере, мы получили следующую форму для заполнения в ворде:

9-sozdanie-formy-v-word

Создание формы в Word – Пример формы для заполнения в ворде

В этой статье мы рассмотрели основы создания формы в ворде. Теперь вы можете с легкостью создать собственную форму для заполнения в Microsoft Word.

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