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Creating A Fillable Form On Word

This document provides steps to create a fillable form in Microsoft Word: 1. Enable the Developer tab by customizing the ribbon. 2. Open a new blank document to base the form. 3. Click Design Mode on the Developer tab to insert different types of content controls like text boxes, drop-down lists, checkboxes, and date pickers where users can enter information. Instructional text can also be added to enhance usability. The form can then be protected to limit editing.

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Atharva Satpute
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101 views

Creating A Fillable Form On Word

This document provides steps to create a fillable form in Microsoft Word: 1. Enable the Developer tab by customizing the ribbon. 2. Open a new blank document to base the form. 3. Click Design Mode on the Developer tab to insert different types of content controls like text boxes, drop-down lists, checkboxes, and date pickers where users can enter information. Instructional text can also be added to enhance usability. The form can then be protected to limit editing.

Uploaded by

Atharva Satpute
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Creating a fillable form on word-(Atharva).

Step 1: In the developer tab


1. On the File tab, go to Options > Customize Ribbon.

2. Underneath Customize the Ribbon, in the list under Main Tabs, select the Developer
check box, and then click OK.

Step 2: Open a document to base the form


1. Click the File tab.

2. Click New.

3. Click Blank document.

Step 3: Adding content


Click Design Mode on the Developer tab. (this is where you can insert the controls that you
want.

Insert a text control where users can enter text

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 where you want to insert the control.

2. On the Developer tab, click Rich Text Content Control or Plain Text Content Control
.

Insert a picture control. (Users are allowed to insert a designated picture. (i.e. on
identification forms)

1. Click where you want to insert the control.

2. On the Developer tab, click Picture Content Control.

Insert a combo box or a drop-down list


1. On the Developer tab, click Combo Box Content Control or Drop-Down List Content
Control .

2. Select the content control, and then on the Developer tab, click Properties.

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

4. Type a choice in the Display Name box.

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

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

Insert a date picker

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

2. On the Developer tab, click the Date Picker Content Control.

Insert a check box

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

2. On the Developer tab, click the Check Box Content Control.

Step 4: Add instructional text to the form


Instructional text can enhance the usability of the form you create and distribute. You can
change the default instructional text in content controls.

1. On the Developer tab, click Design Mode.

2. Click the content control where you want to revise the placeholder instructional text.

3. Edit the placeholder text and format it any way you want.

4. On the Developer tab, click Design Mode to turn off the design feature and save the
instructional text.

Step 5: 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. Click Home > Select > Select All, or press CTRL+A.

3. Click Developer > Restrict Editing.

4. After selecting restrictions, click Yes, Start Enforcing Protection.

SOURCE: https://support.office.com/en-ie/article/create-a-fillable-form-39a58412-
107e-426b-a10b-ac44937e3a9f

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