In Word, you can create a formthat others can fill out and saveor print. To do this, you will start with baseline content in a document, potentiallyviaa form template. Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls canbe linked to database information.
Following are the recommended action steps in sequence.
Show the Developer tab
In Word, be sure youhavethe Developer tabdisplayed in the ribbon.
(See how here:Show the developer tab.)
Open a template or a blank document on which to base the form
You can start with atemplateor just start from scratch with a blank document.
-
Go to File > New.
-
In theSearch for online templatesfield, typeForms or the kindof form you want. Thenpress Enter.
-
In the displayed results, right-click any item, thenselectCreate.
-
Go to File > New.
-
Select Blank document.
Add content to the form
Go to theDevelopertab Controls section where you canchoose controls to add to yourdocument or form. Hover over any icontherein to see what control type it represents.Thevarious control types are described below. You can set properties on a controlonce it has been inserted.
To delete a content control, right-click it,thenselect Remove content controlin the pop-up menu.
Note:You can print a form that was created viacontent controls. However, the boxes around the content controls will not print.
The rich text content control enablesusers to format text (e.g., bold,italic)and type multiple paragraphs. To limit these capabilities, usethe plain text content control.
-
Click or tap where you want to insert the control.
-
Select Developer > Rich Text Content Control
To learn about setting specific properties on these controls, see Set or change properties for content controls.
A picture control is most often used for templates, but you can also add a picture control to a form.
-
Click or tap where you want to insert the control.
-
Select Developer > Picture Content Control
To learn about setting specific properties on these controls, see Set or change properties for content controls.
Use a building block controlwhen you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document'sspecific purpose. You can create rich text content controls for each version of the boilerplate text, and thenuse a building block control as the container for the rich text content controls.
-
Click or tap where you want to insert the control.
-
Go to Building Block Gallery Content Control
-
Select Developer and content controls for the building block.
-
Click or tap where you want to insert the control.
To learn about setting specific properties on these controls, 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.
-
Go to Developer > Combo Box Content Control
-
Select the content control, and then select Properties.
-
To create a list of choices, select Add under Drop-Down List Properties.
-
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.
-
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.
-
Click or tap where you want to insert the date picker control.
-
Select Developer > Date Picker Content Control
To learn about setting specific properties on these controls, see Set or change properties for content controls.
-
Click or tap where you want to insert the check box control.
-
Select Developer > Check Box Content Control
To learn about setting specific properties on these controls, 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.
-
Click or tap where you want to insert a legacy control.
-
Go to Developer > Legacy Forms
-
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.
-
Select the content control that you want to change.
-
Go to Developer > Properties.
-
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:
-
Open the form that you want to lock or protect.
-
Select Developer > Restrict Editing.
-
After selecting restrictions, select Yes, Start Enforcing Protection.
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.
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.
-
Go to File > New from Template.
-
In Search, type form.
-
Double-click the template you want to use.
-
Select File > Save As, and pick a location to save the form.
-
In Save As, type a file name and then select Save.
-
Go to File > New Document.
-
Go to File > Save As.
-
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, .
-
In the document, click or tap where you want to add a content control.
-
On Developer, select Text Box, Check Box, or Combo Box.
-
To set specific properties for the control, select Options, and set .
-
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.
-
-
Go to Developer > Protect Form.
Note:To unprotect the form and continue editing, select Protect Form again.
-
Save and close the form.
If you want, you can test the form before you distribute it.
-
Protect the form.
-
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.
