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 Microsoft Word > Forms > Creating a Simple Form< Previous | Next > 


 

Open the document

 
 

Delete any unnecessary information and add any additonal text

 
 

Apply any necessary formatting

 
 

Choose (File > Save As) and save as a template.

 

 

Shade the boxes red where you want the form fields to be inserted so they can be inserted once you have finsihed the formatting.

 

 

The best forms are the ones that are well laid out and look organised.

 
 

A table is typically used to provide a good layout.

 

 

You will probably want to use a table to help provide the basic structure for your document.

 

 

Add your company logo and add the necessary formatting

 


 

Adding a Text Field

 
 

This enables the user to enter text, numbers, symbols and even perform calculations

 
 

This should be used when you are asking an open ended question

 



 

Adding a Check Box Field

 
 

This enables the user to make a selection

 
 

They can select more than one option.

 


 

Adding a Drop-Down Field

 
 

This enables the user to make a selection from a list of possible choices.

 




 

Things to Remember

 
 
  • If you want to make changes to the template at a later date be sure to open the template using the (File > Open) dialog box and not by double clicking the template in Windows Explorer.

     

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