How To Create A Fillable Form Using Microsoft Office

If you want to make a form, learn how to create a fillable form using Microsoft Office. Microsoft Office is widely used in both business and personal settings. There are also alternatives to Microsoft Office that support Office documents, making your form available to most users. Use Microsoft Word to create fillable forms that allow your users to simply tab from one blank section to another. Fillable forms also prevent any unauthorized changes to your form.

Things you'll need:

  • Microsoft Word 2007
  • Computer
  1. Prepare Microsoft Word for creating forms. Click the Microsoft Office button and choose “Word Options.” Select “Popular.” Choose “Show Developer Tab in the Ribbon” and press “OK.”
  2. Press the Microsoft Office button again. Select “New” from the menu.
  3. Choose “My Templates” under Templates. You'll need to use a template to start your form.
  4. Double-click“Normal.” Choose either “Template” or “Document” under the "Create New" section.
  5. Save your template. Press the Microsoft Office button and choose “Save As.” Choose a name and select “Save.”
  6. Design your form. You can use an existing form or create an outline by typing in desired text.
  7. Add content controls. Select the “Developer” tab in the "Controls" group. Select “Design Mode.” Select the area on your form where you want to add a control.
  8. Select a control from the Developer tab. Follow the prompts to add the control.
  9. Protect your controls. Select any controls you want to protect or prevent users from changing. Press “Shift” to select multiple controls.
  10. Select Properties from the Developer tab. Select either “Content Cannot be Deleted” or “Content Cannot be Ddited” from the "Content Control Properties" under "Locking."
  11. Protect your form. Select “Protect Document” from the "Protect" group in the "Developer" tab. Choose “Restrict Formatting and Editing.”
  12. Select “Allow Only This Type of Editing in the Document” under Editing Restrictions in the Protect Document window.
  13. Set restrictions. Select “Filling in Forms.” Choose “Yes, Start Enforcing Protection” under Start Enforcement.
  14. Enter a password. Passwords are optional, but without a password, users can change the restriction settings.

Tips:

  • Use the Text content control to add text to your form. Delete any filler or outline text after you have added your controls.
  • You can use previous versions of Microsoft Word, but the above instructions only work with newer versions of Microsoft Office that include the ribbon instead of the older menus and toolbars.

Warnings:

  • Only use a password you can remember. The password cannot be recovered if lost.
  • Do not share your password with other users. They will be able to edit your form if they have the password.

 

 

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