Create a Form in Word

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A Form is a prearranged document with spaces reserved for entering information. It is a means of collecting information. You are most likely already familiar with paper forms, such as customer surveys, employment applications, etc. Microsoft Word allows you to create electronic forms that you can distribute to those from whom you need information. These electronic forms can contain drop-down lists or check-boxes, making the gathering of data more accurate.

Electronic forms are usually based upon templates. This allows the user to enter data into the form, without changing the formatting of the form or the form text. It’s a good idea to lay out your form on paper first as this will make designing your form in Word much easier.

When you’re ready to create your form, you may wish to consider using a table. Tables allow you to easily align your text and form fields.

Note that the form tools are located on the Developer Ribbon. If the Developer tab is not visible, click the Microsoft Office button, click Word Options, click the Popular category and then click the Show Developer Tab in the Ribbon checkbox.

To Create a New Form

1. Create a new blank document.
2. Save the document as a template.
3. Enter the form text (i.e. title, form instructions, etc.)
4. Insert a table with the necessary number of rows and columns.
5. Click the Developer tab on the Ribbon to access form tools.

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Tagged as: Microsoft Office Tips, Word Tips