One of the coolest Word features is having the ability to create forms.
Employee Performance Evaluations
Expense Reimbursement Forms
If you’ve already started looking on the toolbar for form commands, you won’t find them. It’s not a command that a lot of people use and it requires document security. As a result, you’ll find the commands for Forms on the Forms toolbar.
Showing the Forms Toolbar
Right-click any displayed toolbar
Choose Forms from the Shortcut menu
Now, you’re ready to create a form.
Using the Forms Toolbar
The Forms toolbar contains all the form controls you need to add fields and pictures to your form.
Figure 2. Forms Toolbar
Inserts a text form field.
Inserts a checkbox form field.
Inserts a drop-down form field.
Displays the options for the selected form field.
Draw table command.
Inserts a frame.
Enables form field shading.
Reset form fields.
Creating a Form
Create a New Document
Display the Forms toolbar
Click in your document where you want to insert a control
Choose the control on the Forms toolbar you want to insert
Repeat steps 3-4 for each form control
Click Protect Form on the Forms toolbar once you’ve entered all form fields and instructional text
Save the form
Modifying Form Control Options
Once you get the controls into your document, it’s probably a good idea to set each control’s options.
Working with a Rich Text or Text Control
In the Text control properties, you can modify the control type and default text. You can also specify a text format.
Figure 3. Text Form Field Options
Working with a Drop-Down List or Combo Box Control
In the Drop-Down List (or Combo Box) control properties, you can add, modify and remove list values and specify the order in which the list entries should appear.
The first item in any drop-down list should always be “Choose…” This is an indicator to your user that they need to choose an entry in the list.
Figure 4. Drop-Down Form Field Options
Working with a Check Box Control
In the Check Box control options, you can modify the size and default value. As with other controls, you can also specify a macro to run on entry and exit.
Figure 5. Check Box Form Field Options
Modify Control Properties Using the Shortcut Menu
Right-click a form control
Choose Properties from the Shortcut menu
Set or change the inserted control properties
Repeat steps 1-3 for each form control
Save the form
Of course, the fastest way to access any form field’s Options dialog box is to simply double-click the chosen field.