How to Create Fillable Forms in Microsoft Word. There are two simple methods to create fillable fields in Word. One is to create custom fields. The other is to use developer tools and the various data-entry controls that are available there. Open the file in Microsoft Word.; Convert Word document to PDF: On Windows, click the Acrobat tab, then click “Create PDF.” On Mac, click the “Create and Share Adobe PDF” icon, then skip to step 4. May 07, 2017 Data entry forms make completing details simple in a well designed form. This video explains the procedure in an easy to follow way and is directed at users of Microsoft Office 2016 for Mac.
Making a form in Word 2011 for Mac is as simple as choosing appropriate form controls from the Developer tab of the Office 2011 for Mac Ribbon, placing them in your Word document, and then enabling your form by turning protection on. The text input field is the most common form field. You might have filled in thousands of them in your lifetime. Name, address, and phone number are appropriate for text fields.
Mar 24, 2013 If so, here are some general instructions on how to create a form using Microsoft Word 2011 or Word 2016 on your Mac. Once you’ve created the form you can distribute it as an email attachment or via a web site. The recipient could then complete the form on.
Create forms that users complete or print in Excel. Excel 2019 for Mac, Excel 2016 for Mac. You can create a form in Excel by adding content controls, such as buttons, check boxes, list boxes, and combo boxes to a workbook. Other people can use Excel to fill out the form and then print it if they choose to.
To add a text input field to a document:
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In an open Word document, place the insertion point where you want to insert a text form field.
Click the Text Box Field button on the Developer tab of the Ribbon.
A gray box (the form field) appears in your document at the insertion cursor position, and the fun begins.
Click the gray box to select it and then click the Options button on the Ribbon.
Double-clicking a form control (while the form is not protected) displays the Options dialog for that form control.
Microsoft Word Fillable Form Mac To Excel
The Text Form Field Options dialog is devilishly simple, yet brilliant. When you click the Type pop-up menu and choose a text field type, the rest of the Text Form Field Options dialog changes to offer appropriate choices based on your selection. Here are the six types of text form fields from which to choose:
Regular Text: Word displays whatever is typed.
Number: Numbers can be formatted and used in calculations.
Date: Dates can be formatted.
Current Date: Displays the current date in your form.
Current Time: Displays the current time in your form.
Calculation: Calculates values based on entries made in numeric fields.
The Text Form Field Options dialog allows these options for Regular Text:
Type: Choose a field type as described in the previous paragraph.
Maximum Length: Specify the number of characters allowed in the field.
Default Text: This text appears as a prompt in the field.
Text Format: Choose a text formatting option from the pop-up menu.
Run Macro On: If macros are available to this document, you can choose one to be triggered as the form field is clicked into or exited.
Field Settings: These settings are available:
Bookmark:Add a bookmark name to your form field.
Calculate on Exit: If you have calculated fields, select this check box to have them calculate when exiting the form field.
Fill-In Enabled: Select this check box so your field can be typed in.
Microsoft powerpoint download mac lion. Add Help Text button: This opens the Form Field Help Text dialog that enables you to add a prompt or explanatory text about the form field. This help text appears in the status bar at the bottom of the document window, or you can have it appear when the user presses the Help button on the keyboard (but not from the Help option you see when you right-click or Control-click the field).
Work with form fields and set their options while the form is unprotected (or unlocked). You have to protect (or lock) a form before you can fill in the form fields.
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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Create a Fillable Form in Microsoft Word
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.
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
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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.
Word Fillable Form Template
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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Fill Away
Whether it’s crafting a writing a simple essay or creating an official document, MS Word provides an endless set of features. And with the option to create fillable forms, the scope just widens.
What are your favorite Word features?
Next up: Did you know you can do a bit of image-editing on Word? If not, check out the post below.
Read NextHow to Edit Images Using Microsoft Word 2016Also See#Office #productivity
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