Now, you need to click on the “Templates” control circle and then click “OK” to create a blank template. Finally, press “Ctrl + S” to save the document. We call it Model Form 1. Creating fillable forms is not available in Word for the web. You can start with a blank document and create your own form. To save time, you can also start with a form template. Click and drag horizontally to select the number of columns. You can insert at least one cell for each field on your form. When you save the document and reopen it in Word for the web, you see the changes you made.
After you enable the Developer tab and create the layout and structure of the form, you can use content controls to add form fields to your document. In the Controls group, click a form control. For example, to insert a label box, click RTF Control or Plain Text Control. Type Select normal text, number, date, effective date, current time, or calculation form. Electronic forms allow you to easily enter information. You can send electronic forms to people, ask them to update the information, and then return the completed forms to you. The information provided by your users can then be filtered without having to search through mountains of paper. Electronic forms speed up your business processes and even protect the environment because no paper is used.
The text format can determine whether text is automatically uppercase, lowercase, uppercase, or titled. Legacy form controls are compatible with older versions of Word and consist of legacy forms and Active X controls. Assign all fields to a recipient. DocuSign for Word contains all the data entered in the original form. Go to Developer and select the controls that you want to add to the document or form. To delete a content control, select it and press DELETE. Once inserted, you can set properties for controls. Now that you have a blank template, you can add information to the form. The form we create in this example is a simple form to collect information about the people who fill it out. First, you need to enter the basic questions. For this tutorial, we will try to get the following information: Creating forms with Microsoft Word is easy, but the challenge is when you decide to create fillable forms with options that you can send to people and have them fill out digitally. Whether you need a form to collect information about people or you are trying to conduct a survey to test users` reaction to a software or new product, MS Word has the solution for you.
You can create the form by using the desktop version of Word by following the instructions in Create a fillable form. When you`re ready to distribute a form for others to fill out, you can restrict the form so that content controls can`t be deleted or edited by those who fill it out. Go to the “Form” tab, there are several tools you can use to create a fillable PDF form, such as “Add Text Box”, “Add Checkbox”, “Add Radio Button” or “Add Combo Box”, etc. An image control is often used for templates, but you can also add an image control to a form. Upload your Word document using the DocuSign app for Word. Step 2: Open a Word document and you can fill it out. Go to the Developer tab, then Design View, and then you can insert the controls you want. This can be a text control where users can enter text, insert a drop-down or drop-down list, date picker, or check box. Note: To unprotect the form and continue editing, select Protect Form again. A developer tab is populated. The Controls section contains about eight different options that can be added to your Word document: rich text, plain text, image, building block gallery, check box, combo box, drop-down list, and date picker.
Once you`ve found your template, upload it and edit the form if necessary. Congratulations, you`ve just learned the basics of creating interactive forms. Feel free to download our completed example form if necessary. You can send the DOTX file to people and when they open it, it will automatically open a normal Word document that they can fill out and send to you because the template is applied automatically. The blank form that is filled out should look similar to the following images, depending on whether you have enabled or disabled Design view. The standard text specifies the optional instruction text that appears in the text box before the user types the field. Set the text box to On so that the user can enter text in the field. In a rich text control, you can change the font/color settings for each word individually, while the plain text control applies formatting to all text. Plain text controls allow bold, font, or color changes. Before you can create a form, you must enable the Developer tab to access advanced tools. We`ve seen how to make a Word document fillable, but you can also choose to make your PDF document fillable instead of Word.
For this reason, it is important to know how this can be done in PDF. For the avoidance of doubt, it`s important to mention that PDF is the most popular file format for anyone sharing documents online. It is used by businesses, commercial organizations, government officials, and even individuals. Click Properties to format the field and add values. DocuSign for Word recognizes form fields in the document and converts them into numerically fillable fields. You can then choose what you want to do with the fields: With these steps above, you have successfully created a Word document to fill out. If you want to test what you`ve done before distributing it. You can open the form and have it filled out like the user and see if it actually works. You can save it at the end.
To specify each field type, you must decide whether the field should collect data as text, date, or a check box. There are many types of form controls that you can add to a form that allow users to add different types of responses.