Lecture Notes Of Class 13
Forms and Fillable Documents
Objective:
Design fillable forms for surveys, feedback, or data collection using Microsoft
Word.
1. Introduction to Forms and Fillable Documents
Forms
and fillable documents are essential tools for collecting data, feedback, and
conducting surveys. Microsoft Word offers features to create interactive forms
where users can enter information directly into predefined fields.
2.
Inserting Form Fields
Microsoft
Word provides various form fields that can be used to create fillable forms.
These fields include text boxes, checkboxes, and dropdown lists.
A. Text Boxes
1.
Insert
a Text Box:
o Go to the Developer Tab:
§ If the Developer tab is not visible,
enable it by going to File > Options > Customize
Ribbon and checking the Developer box.
o Insert Text Box:
§ Click on the Developer tab on
the Ribbon.
§ In the Controls group,
click the Rich Text Content Control or Plain Text
Content Control to insert a text box.
o Customize Text Box:
§ Click on the inserted text box to
set properties like default text, formatting, and size.
2.
Set
Placeholder Text:
o Click on the text box and type a
placeholder text (e.g., "[Enter Name Here]").
B. Checkboxes
1.
Insert
a Checkbox:
o Go to the Developer Tab:
§ Ensure the Developer tab is enabled
as described above.
o Insert Checkbox:
§ Click the Check Box Content
Control in the Controls group on the Developer tab.
o Customize Checkbox:
§ Click on the checkbox to set
properties like the default state (checked or unchecked).
2.
Add
Labels:
o Add text labels next to checkboxes
(e.g., "Agree" or "Disagree") to indicate the options
available.
C. Dropdown Lists
1.
Insert
a Dropdown List:
o Go to the Developer Tab:
§ Make sure the Developer tab is
enabled.
o Insert Dropdown List:
§ Click the Drop-Down List
Content Control in the Controls group.
o Customize Dropdown List:
§ Click on the dropdown list control
to configure the options.
§ In the Properties tab,
click Add to enter dropdown items (e.g., options for a survey
question).
2.
Set
Default Selection:
o Choose a default option if needed by
selecting it from the dropdown list properties.
3. Protecting Forms and Restricting Editing
Once
the form is created, you need to protect it to ensure that users can only fill
out the designated fields and cannot alter the structure of the form.
A. Restrict Editing
1.
Protect
the Document:
o Go to the Developer Tab:
§ Click on the Developer tab.
o Restrict Editing:
§ Click Restrict Editing in
the Protect group.
o Select Editing Restrictions:
§ In the Restrict Editing pane,
check Allow only this type of editing in the document.
§ Select Filling in forms from
the dropdown list.
2.
Start
Protection:
o Click Yes, Start Enforcing
Protection.
o Set a password if desired to prevent
unauthorized changes and click OK.
B. Test the Form
1.
Test
Functionality:
o Ensure that all form fields (text
boxes, checkboxes, dropdowns) are working as expected.
o Verify that users can fill in the
fields but cannot modify the rest of the document.
2.
Distribute
the Form:
o Save the form as a Word
Document (*.docx) or PDF for distribution.
o Share the form with users for data
collection or feedback.
Summary
In
this class, you learned how to design and create fillable forms in Microsoft
Word. You practiced inserting various form fields like text boxes, checkboxes,
and dropdown lists. You also learned how to protect the form to restrict
editing and ensure that users can only complete the designated fields.
