When it comes to creating digital forms, people often prefer PDF editors, thanks to their interactive tools. However, very few people are aware that fillable forms can also be created in Microsoft Word. This brings us to the question of how to create a fillable form in Word and use it for various purposes.
You can store the basic and personal information of the employees in a company using these forms. Users can send out these forms to conduct surveys related to several subjects. Also, you save time as you don’t need to manually distribute and collect it from the recipients.
How To Create A Fillable Form In Word – Easiest Method To Create Forms!
There are two methods to create fillable form in Word. The first method entails using text boxes and then custom fields. The second method uses developer tools and various other data-entry controls. Also, the choice of method depends upon the type of form you want.
The custom fields method should be used only when only text fields need to be filled out, and you need forms filled quickly. On the other hand, the second method should be used when you want a combo box, insert checkbox in Word, or a list in the Word document.
Let’s have a look at both the methods on how to create a fillable form in Word.
How To Create A Fillable Form In Word Using Custom Fields
Creating forms with custom fields could be classified as a lengthy task, but there’s no doubt it is easy to execute. Before starting to create a fillable form in Word with custom fields, enter all the field names and the filler texts in front of them.
Now, navigate to File and select Options.
Then, click on Properties in the right pane and select Advanced Properties.
This will open a Document Properties window.
Select the Custom tab to create all the fields that are listed in your form.
Give it an initial value, name it, and click on Add to add each field and continue adding all the fields in a similar manner.
Click on Ok once you have added all the fields.
Then, return to your form and highlight the first field.
Click on Insert in the Word menu, click on the Quick Parts drop-down menu, and then select Fields.
In the pop-up window that appears, click on DocProperty under field names and then click on the field name that you have assigned.
Continue this process for all the fields. After you are done with all the fields, the form is ready to be sent to the audience for filling.
How To Fill A Form With Custom Fields
Now that we have learned how to create a fillable form in Word, let’s learn how to fill the same. Creating a fillable form with custom fields is only good when you want to train your users on how to fill them.
To start with, your applicants will have to open the Document Properties dialog box just like we have mentioned above. Then, they have to select the Modify option.
Moving forward, they will have to change the values and click on Ok to save them.
Next, you need to go to the Word document, select the field, and right-click on it. Select Update Field to update it and do this for all the fields.
You can also press the F9 key if you want to update the fields all at once.
Forms made with custom fields can be used only in a small organization for collecting data. Using them for a mass audience would be a tough task since you will have to train them on how to fill the form. That’s all about how to create a fillable form in Word using custom fields
How To Create Fillable Forms In Word Using Developer Tools
Forms created with developer tools offer better versatility. To know how to create fillable forms in Word using developer tools, you need to enable the developer tools in the Word menu. The Developer tab will allow you to insert a combo box, a checkbox, or a list in the document.
To start with, select the File menu in the Word document and click on Options. The Word Options dialog box will open up.
Select the Customize Ribbon option from the left window pane. Under Choose commands from, select Main tabs.
Now, select the Developer tab and click on Add>> to add it to the right pane. If the Developer tab is already listed in the right pane, just enable it.
You will now be able to see the Developer tab in the ribbon. Then, select the Design Mode.
After doing this, you will be able to access the options to add different custom fields for your fillable form in Word.
How To Insert A Text Field Using the Plain Text option
To insert a text field entry, select the Plain Text Content Control option in the ribbon. This will add a textbox in the fillable form in front of your field name.
How To Insert A Drop-down List
If you want to add a dropdown box entry, click on Drop-down Content Control.
The drop-down list won’t be visible when you are creating it. To see the list, you can turn off the Design mode and view it.
Now, to add a drop-down list, you need to create a list first. To do that, click on the field and select Properties beside the Content Control options. In the Content Control Properties box, select the Add button to add new items to the list.
When you are done, click on Ok.
Select the required item or category from the list.
How To Insert A Date Picker
All fillable forms require a Date field. When you want to add a date field, click on the Date Picker Content Control option.
Now, select the date to create an option for users to enter dates.
How To Insert A Checkbox
A checkbox is used to register votes or choices of the form filler. To know how to create a checkbox in a Word document, click on Checkbox Content Control.
Then, insert the number of checkboxes required after you have written a question.
Creating a fillable checkbox using the Developer tab is the best way to go if you want to send the form to a large number of people. It can be used for surveys of groups as you don’t need to train the applicants over how to fill a form. That’s all about how to create a fillable form in Word using the Developer Tools.
How to create a fillable form in Word format is the first question users ask when they come to know that such forms can be created in a Word document as well. Otherwise, fillable forms are usually created with PDF editors.
There are two methods with which you can create fillable forms in Word. Creating a form with the custom fields method is only plausible if you want to create forms for an organization because filling these forms require teaching on how to fill them. On the other hand, forms made using developer tools are easier to fill up and can be used for surveys catering to large crowds.
The choice to select any of these methods depends upon the type of form you are creating and the kind of audience it tends to serve.