In the Word Options dialog window, select Customize Ribbon from the left navigation pane.However, not many people realize that its simple to create fillable forms in Word.One is to use text boxes throughout and then creating custom fields.
The other is to use developer tools and the various data-entry controls that are available there. Which Option Should You Choose The method you use depends on what kind of form youre creating. Word Form With Text Guide In Text Box How To Fill OutYou should use the custom field method if the form: Has only text fields to fill out You dont mind training your users how to fill out custom fields You need forms filled out quickly You should use developer tools if the form: Requires drop-down lists or checkboxes Youre sending an individual file to each user You dont want to have to train users on how to use the form Once youve decided which approach you want to take, you can learn how to use each option below. Create Fillable Forms in Word with Custom Fields Creating a fillable form with fields is very simple. First, create your form by typing the name for each field, and filler text for where the answers should go. Select Add to add each field, and then continue by entering all of the fields in your form. In the Word menu, click on the Insert menu, click the Quick Parts dropdown, and select Fields. If Quick Parts doesnt appear under the Insert menu, youll need to add Quick Parts to the ribbon to access the Field item. In the pop-up window, click on DocProperty under Field names, and click on YourName (or whatever you named the field) under Property. Continue this process for all remaining fields in your form until theyre all converted to fields. You can learn more about using custom fields in a variety of ways to automate your documents. Filling out a Form with Custom Fields Now, all your users need to do to fill out the form is to go through all of the custom fields and enter the values. To do this, theyll need to select File, Options, and Properties. In the Document Properties window, your users just need to select each of the properties and enter the correct value for those fields and then select Modify. After entering the values for all of the custom fields, clicking OK will add those values to the correct fields in the form. Word Form With Text Guide In Text Box Update Each FormYou can update each form in the field by right-clicking on it and selecting Update Field. Once theyre all updated, the customized Word form will contain all of the answers entered into the custom fields. Your user can then save the form and send it to you with all of the fields properly filled out. As you can see, this approach saves a lot of time because all of the field values can be entered quickly in one place. Before you can do this, youll need to enable the developer menu in Word.
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