Create a form

  1. Create the document that will serve as or include the form. Lay out everything except for the "blanks."
    Forms will be easier to lay out if you use a table to align labels and form fields.
  2. Choose View → Toolbars ? Forms.

    The Forms toolbar appears.

    Forms toolbar

  3. Use the buttons on the Forms toolbar to create text boxes, check boxes, and drop-down lists.

    Do not be concerned that text form fields look small. They will expand as users enter data in the field.

  4. Right-click on a form field and choose Properties, or select a form field and click Form Field Options, to configure the field's properties.

    Each field has its own types of properties. A drop-down form field allows you to enter the items in the drop-down list.

    Drop-Down Form Field Options

    A text form field is one of the most flexible types of fields, as you can determine the type of field (date, number, text), its formatting, default text, and calculations.

    Text Form Field Options

    Each form field has a default Bookmark name. It is recommended that you replace the default name with a name that is more descriptive and memorable. Do not use spaces in the bookmark name.
  5. When you're done inserting form fields, click the Protect Form button on the Forms toolbar.

    Or use the Protect Document task pane to protect the document.

    When a document is protected for form fields, users will only be able to enter information where there is a form field. If your document requires certain areas to be freely editable, break the document into sections. You can use the Protect Document task pane to protect the sections that do have form fields. Sections that are not protected can be edited freely.
  6. Save the form as a template by choosing File ? Save As and, in the Save as type drop-down list, select Document Template (*.dot).
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