Tuesday, April 26, 2011

How to Create Forms in Microsoft Word


1. Click 'File' from the top menu, and then select 'Save As.' When the new 'Save As' window appears, go to the bottom of the screen, and in the 'Save As Type' box, use the drop-down menu to select 'Document Template.'
2. Fill in the 'File Name' above the 'Save As Type' box. You can make the name anything you wish, preferably something that will make sense to you and other users at a later time.
3. Plan your form by using an existing form or by what you think will be easiest for the user to follow. You can use ideas from paper forms that you have filled out or other automated forms that you may have used or created.
4. Select the 'View' menu option from the top of the screen and highlight 'Toolbars.' Click on 'Forms' to get the 'Forms' toolbar to appear.
5. Place your cursor, using the mouse or keyboard, where you want the field to begin. Select the type of field you want located in that position and click it on the 'Forms' toolbar. As you pass over each type of field on the 'Forms' toolbar, it will name the type of field. Repeat this step for each field you want on your form.
6. Edit the fields that you have just inserted in your form by right-clicking them and selecting 'Properties.' You can also delete, copy and change other cosmetic attributes by right-clicking on the field.
7. Use your newly created form by selecting 'File' and then 'New.' Under the 'Template' section that appears in the 'New Document' window, select 'On My Computer.' Click on your form and select 'OK.'
 

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