Word help creating forms

To create a form in Word that others can fill out, start with a template or document and add content controls.
Start with a form 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.

How do you create a fillable form in Word?

Creating Fillable Forms Using Microsoft Word

1. Enable Developer Tab. Open Microsoft Word, then go to the File Tab > Options > Customize Ribbon > check the Developer Tab in the right column > Click OK.
2. Insert a Control.
3. Edit Filler Text.
4. Design Mode button again to exit the mode.
5. Customize Content Controls.

How do I create a form template in Word?

Procedure

1. Start by opening a Microsoft Word.
2. From the Tools menu select Mail Merge.
3. Click on the Create button listed under Main Document.
4. Select Form Letters from the drop down menu.
5. In the dialog box that appears select Active Window to start the form letter in the new document.

How do I create a fillable PDF form in Word?

Create a Fillable PDF Form from a Word Document

1. Open the Word document that you want to make into a PDF form.
2. Go to File -> Print, make sure “Adobe PDF” is selected as your printer, and then click the Print button.
3. Word will ask you where to save the PDF file you’re creating.

How do I create a fillable form in Word with lines?

Firstly, click “Underline” under “Home” tab and choose one line style. Then press “Shift+ Underscore” to get a line. Then place cursor above the line and type the content. As you type, you will find the line gets longer and longer.

How do I save a Word document as a fillable template?

Saving and Using a Form

1. Press F12. Word displays the Save As dialog box.
2. Using the Save As Type drop-down list, select Word Template.
3. If necessary, change to the directory where the template is to be stored.
4. In the File Name field, enter the name under which you want this template saved.
5. Click on Save.

What software do I need to create a fillable PDF form?

Adobe Acrobat Pro DC is the best app to create fillable forms, and consists of three main functions, Acrobat DC, Adobe Document Cloud, and Acrobat Reader. The first one enables you to edit PDFs, the second one keeps PDFs in sync in its cloud storage, and the last one is to read, print, and sign PDFs.

What is the best software for creating fillable forms?

Recommendations for Best Fillable PDF Form Designer Tools

1. Foxit PDF Editor. This is one of the top PDF form designer tools capable of designing highly-quality fillable PDF forms with ease.
2. Nitro PDF Pro. Nitro PDF Pro is one of the most popular PDF editors on the market.
3. PDF Studio.
4. Adobe Acrobat DC.

How do I type under a line in Word?

Place the insertion point where you want the ruling line (underlining). On the Format menu, click Font. In the Underline style box, select the line style you want, and then click OK. For every blank space you want to underline, press CTRL+SHIFT+SPACEBAR.

How do you type over a dot in Word?

To use a line shortcut, first, open your document with Microsoft Word. Next, place your cursor where you want to add a dotted line in your document. Type the asterisk sign (“*”) three times in your document. Now, press Enter, and Word will convert your asterisks into a dotted line automatically.

How do I create a form letter in open office?

Create a new text document: File > New > Text Document, or open a pre-existing form letter with File > Open. Display the registered data sources: View > Data sources (or press F4). Find the data source that you wish to use for the form letter, in this case Points.

How do you automate letters in Word?

To do this, follow these steps:

1. Click Edit individual letters.
2. In the Merge to New Document dialog box, select the records that you want to merge.
3. Click OK.
4. Scroll to the information that you want to edit, and then make your changes.
5. Print or save the document just as you would any regular document.

What is a form letter or template?

A form letter is a letter written from a template, rather than being specially composed for a specific recipient. The most general kind of form letter consists of one or more regions of boilerplate text interspersed with one or more substitution placeholders.

How do I create a form in Word 2016?

How To Create A Fillable Form in Word 2011 and 2016

1. Open a new document in Word.
2. Click on the Word menu and select Preferences.
3. Click the Ribbon button on the bottom row on the right-hand side.
4. In the Customize section, scroll through the list and insert a check mark next to Developer.
5. Click the OK button.

What is a form letter in Word?

Two Microsoft Office applications will be required for this task. Excel will be used for the data and Word will be used to create the form letter. A form letter is one in which the body of the letter stays the same but specific information is inserted for/about several different individuals.

How do I create a form letter in Word 2013?

Create a Mail Merge Letter in Word 2013

1. 2On the Mailings tab, from the Start Mail Merge group, choose Start Mail Merge→Letters. This will give you the necessary format.
2. 3Type the letter. You’re typing only the common parts of the letter, the text that doesn’t change for each copy you print.
3. 5Save the main document.

Is fillable a word?

Able to be filled.

Is there a free way to create a fillable PDF?

Open Jotform
Create a free Jotform account and build your fillable PDF form from scratch — or upload an existing PDF form to convert it into a fillable PDF in a single click.

How do I make a fillable form for free?

How to create fillable PDF files:

1. Open Acrobat: Click on the “Tools” tab and select “Prepare Form.”
2. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields.
3. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane.
4. Save your fillable PDF:

What software can I use to create forms?

Best online form builders of 2021

• Hubspot Free Online Form Builder.
• Gravity Forms.
• Typeform.
• Wufoo.
• Microsoft Forms.
• Formstack.
• Paperform.
• Formsite.

What program would you use to create a form?

The 8 best online form builder apps

1. Google Forms for quickly creating powerful forms for free.
2. Microsoft Forms for collecting and analyzing form results in Excel.
3. Jotform for building a form from a template.
4. Formstack for advanced analytics and regulated industries.
5. Typeform for conversational data collection.

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».

Создание формы в Word – Параметры Word

Теперь на ленте появится вкладка «Разработчик».

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.

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

В документе появится тестовое поле:

Создание формы в Word – Текстовое поле

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

Создание формы в Word – Поле «флажок»

Или даже поле выбора даты:

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».

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:

Создание формы в Word – Использование выпадающего списка в форме

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

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.

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.

   

2. Select Options.

   

   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.

   

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.

   

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.

   

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.

   

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.

   

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

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Although Word is most commonly used for creating documents, it can also be used for capturing data like a form. Word Forms do not require any programming knowledge. These are easy to create and will work across ALL versions of Word.

The Need for Word Forms

This is very useful for conducting quick surveys or quizzes where you want to control the responses. Of course, there are more sophisticated methods and tools available for bother these scenarios, Word is familiar to everyone and almost guaranteed to be available on every desktop. Hence it is a compelling option even today (2017).

How to create Word Forms?

Two steps. Create the survey by inserting editable items (form fields) and then lock the document so that only the form can be filled.

Adding fields to Word Forms

There are three types of fields.

1. The new type of fields which are better looking and more interactive.
   These do not work with older versions of Word.
2. The solution is to use the built-in form fields.
   These are available with any version of Word. So compatibility is never an issue.
3. ActiveX controls
   These are more sophisticated but not guaranteed to be available on every PC. ActiveX controls are being phased out globally. These are used by programmers who  want to extend Word and add business functionality to it.

In short, we will use the built-in Word Forms and related fields. To use these, we have to enable the developer tab.

Enable developer tab in Office 2007

File – Word Options – Popular – activate the Show developer tab option.

Enable developer tab in Office 2010 onwards

Open Word. File – Options. Click Customize Ribbon. In the list on the right side, scroll and identify the Developer item. This item is not selected by default. Select it and close the dialog.

Using Form Fields

Open the briefcase icon dropdown under Developer Tab – Controls group.

We will use only the upper part called Legacy forms. We have various types of fields available. Simple text, checkbox and box.

Create a document and choose a field. Let us add a text field for capturing the name.

The word Name is typed manually. Now select Text form field from the legacy tools area. Notice that the field is added with gray background. The width of this field looks small but it expands automatically.

Let us add another textbox for duration. To keep things simple, we will use another text field.

Let us add the leave type. Choose the Drop-down form field. Once added, double click inside the field to add various leave options.

Now let us add a Check box form field.  We will ask whether it is Paid or unpaid leave. Double click on the field to change the default to Checked (means Paid leave).

Now the form looks like this.

Restricting form filling in Word Forms

Right now the form is in edit mode. The captions and structure can be changed. We cannot type inside the fields properly. Checkbox cannot be unchecked and the dropdown does not appear.

Here is how you can make it a fillable form. With Office 2007, Choose Protect Document from the Review tab. Choose Restrict Formatting and Editing option. For newer versions of Office, the Restrict editing option is directly available in the Review tab.

Now a new window (pane) opens. Choose the Allow only this type of editing checkbox and choose the Filling in Forms option from the dropdown.

Now click the Yes, Start enforcing protection button. Specify a password and type it again to confirm it.

Now it is a real form.

How to fill Word Forms?

Click on any field to fill it. You cannot click and edit any other area in the Word file.

Dropdowns can be selected and checkboxes can be enabled or disabled.

How to save the data from filled Word Forms?

You will send this form as attachment to multiple people. They will fill it and then send it back to you. Unfortunately, you cannot extract data from multiple filled forms. You have to do it one-by-one. Here is a filled form.

In order to save only the data from the form, follow these steps:

1. Go to File – Options – Advanced
2. Scroll down and choose the checkbox as shown below. Left side is Office 2007 and right side is newer versions of Word.

Now the saved file will be just a TXT file containing the comma delimited data.  A preview is also shown before saving.

Practical Usage

This method works ever since Word was created. Although newer methods are available now, this method may still come in handy for quick and easy data capture.

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