Microsoft Word Mac 2008 Create A Form

08.04.2020

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1Click the New tab at the top of the Project Gallery window, if it’s not already highlighted.

The New tab’s contents appear.

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2Choose Word Documents from the Show menu near the lower-right corner of the Project Gallery window.

Choosing Word Documents limits your choices to Word templates so that you don’t have to search through a bunch of Excel or PowerPoint templates to find what you need.

3Click the disclosure triangle to the left of the Coordinated Formscategory.

Clicking the disclosure triangle reveals several subcategories.

4Click the subcategory of the type of document you want to create.

For example, if you want to create an invoice, click the Invoices subcategory.

5Click the template you want.

The other invoice templates you could have used appear on the right side of the window, and all the other template categories appear in the list on the left.

6Click the Open button.

The template you chose opens. When you open the template, switch to Print Layout view (choose View→Print Layout). None of the views, except Print Layout and Publishing Layout, display the graphic images on your page.

7To customize a Word template, replace the placeholder text with your information.

You can stop working on customizing your template in midstream and come back to it later, or when you’re finished, save it to reuse this version of the template over and over in the future.

8Choose File→Save to save your document as a template. Choose Word Template (.dotx) from the Format menu.

When you tell Word that you want to save a file as a Word Template, it changes the save folder to My Templates so that your template will automatically appear in the Project Gallery from now on.

9Name the template something meaningful and then click Save.

From now on, you can open this template by selecting it in the My Templates category on the New tab of the Project Gallery.

Digital fillable forms are as important as their physical counterparts. Whether it’s for a simple book request from the library or for requesting office stationaries, electronic forms are useful in many scenarios.

The best part is that handling them is simple and straightforward. All you need to do is fill up the details, attach the form, and send it over in an email. No headache of rotating a paper around.

Creating a fillable form is not rocket science. If you have a word processor like Microsoft Word, you can create them quite easily. From adding checkboxes to neat text boxes, MS Word gives a lot of elements to play with.

However, these options are a bit hidden and not readily available. You have to enable the Developer options (yep, MS Word has this mode), and then design the form.

So, let’s take a look at how to make a fillable form in Microsoft Word.

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Step 1: Enable the Developer Tab

Head off to the File tab and click on Options. That will open the Word options window.

Now, select Customize Ribbon and click on the first drop-down.

From the scrollable list in the first column, select Main Tabs, and you'll see a Developer (Custom) option in the window below. Select it, and send it over to the right side.

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Create A Form Microsoft Word

Once done, select Ok to save the changes. Here, you'll see a new tab named Developer besides the Home tab.

All the control elements such as text boxes, drop downs, text boxes will be seen in the block beside the Add-in block, marked Controls.

Step 2: Add the Elements

Now, all you need to do is add the Content Control Elements. If it is a simple form with text boxes, you may want to add a table while designing the form. While the normal control panel lets you experiment with new elements, you can also play around with legacy controls.

Start by clicking on the Design Mode. Now, position your cursor at the place where you want to add the elements, and then select one of the many control elements.

Note that the default style doesn't have any formatting options. You won't be able to see any borders, which can be problematic for first-time users. To see all the content control elements of a page, simply tap on Design Mode, which will highlight all the placeholders.

At the same time, if you want to access the legacy controls, click on the little briefcase-shaped icon shaped as shown in the screenshot below.

Step 3: Customize the Elements

Other than that, Microsoft Word also lets you edit and customize the properties of the elements. From simple things like changing the placeholder color to adding the element title and adding locking mechanisms, you can do plenty with this simple control.

To open the Properties box, select an element and click on Properties from the top ribbon. Next, double click on the content control element to change the instructional text.

Step 4: Restrict Editing

It’s quite easy to edit a form in Word. All you need is a person who knows their way around MS Word’s fillable forms features to completely change the structure of a form. However, at the same time, you would want users to be able to fill the form easily.

Thankfully, this can be averted by simply locking the form. To do that, select all the form elements with the Ctrl+A keyboard shortcut, then click on the Restrict Editing button at the top ribbon.

Next, select the modes of restriction. Tap on Editing restrictions (option #2) and select the ‘Allow only this …’ checkbox, and then select the ‘Filling in forms’ option from the drop-down. Enter a password if you want to, and then hit the Ok button

Congratulations! You just created your first form. Open the test the form and you should be able to fill it like any other forms.

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Content Control Elements And their Meaning

Quite naturally, the first two options, Plain Text Content Control and Rich Text Content Control are for adding text elements to the form. Though users can add text in various formats, users won't be able to add multiple lines by default.

Thankfully, it is easily rectifiable. Click on properties and check the Allow Carriage returns checkbox.

However, it’s not as simple as that for the other elements like the drop-down list, date picker, where you’d need to add the values beforehand when you submit the form.

For drop-downs, select the element and click on Properties. Next, tap on Add and add the name and the value. Do this for the rest of your options. You can even move the values up and down on the list.

Similarly, for dates, you can choose the date format, calendar type, and the likes. Like the above one, open the Properties controls for the calendar and make your changes. Hit Ok when done.

However, the best tool is the Repeating Section tool. This one lets you repeat any form element on your form. That is a container for other content tools that you want to repeat in the different parts of the form.

To use it, tap on the icon and add the tools which you want inside it. Once done, click on the Add icon. There, all the elements will be repeated neatly.

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