#How to create form fields in word 2010 how to
#How to create form fields in word 2010 windows

In Word 2013, the document must be saved as a 'Word 97-2003 Document':

A Text Form Field will be inserted at the cursor location.

On the Developer tab, click on the Legacy Tools button.

If the 'Developer' tab is not visible, click on File > Options > Customize Ribbon, and check off the 'Developer' tab in the right hand frame.

On the Legacy Forms menu click the first icon to insert a Form Field.

On the Developer Menu select the Legacy Tools icon which is in the Controls section:.

In the Popular section, select Show Developer Tab in the Ribbon.

Click on the Menu button and select Word Options.

Then provide a name for the field in the Bookmark section.

Right-click on the Form Field and select Properties.

On the Forms Toolbar click on the first button to insert a Form Field into your document:.

Click in your Word document wherever you wish to insert a Form Field.

From the View Menu select Toolbars and enable the Forms Toolbar.

3.3 Preparing Template for List View Export.

They will be used in step 3: creating an MS Word Merge custom field.

Take note of all the Bookmarks that you add to the Form Fields below.

#How to create form fields in word 2010 windows

If the user does not have MS Word on a Windows machine, the process will simply open whatever program is associated with the document's extension. Once the merge is launched, SmartSimple streams the resultant document back to the clientвЂ™s browser where the extension of the streamed document (*.doc, *.docx, etc.) will trigger the launching of MS Word.

As opposed to using the user's version of Word to create the merged document, the merge is performed by SmartSimple's Word Merge engine using an programmatic object compatible with MS Word (all versions). Note that SmartSimple's Word Merge feature works with all versions of MS Word. The steps vary slightly in different versions of Word. In this step, you will add the Form Fields and assign Bookmarks to each field in your Word document that is to be merged. Your Word document will contain Form Fields which are linked to 'Bookmarks.' The SmartSimple Word Merge field will be configured to match the bookmarks up with SmartSimple variables in the third step.

Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.

(See Uploading Word Merge Document to a SmartFolder for instructions.)

Upload the Word document to a SmartFolder.

This page describes the process to add form fields to your Word document.

Create the MS Word document that will be used as the template.

Duplication is forbidden without express consent of author.Configuring a Word Merge in SmartSimple is a three-step process: It's easy to control alignment if you use a table, placing the labels in one column and fields in the next. If you have labels on the left of each form field, right-align them, so that the label and field are close together.

Place the label so it is directly associated with where you want the user to type.

Label each item specifically, so the reader knows exactly what you want when filling in the information.

Make the form simple to fill out ask questions that can be answered by checking a box, choosing from a list, or typing a single word or short phrase.

#How to create form fields in word 2010 how to

Give directions on how to fill out the form and what to do when it is complete.

When creating a form, always add clear directions so that people will know how to fill in the form correctly. In the Save As Type drop-down list, choose Document Template (*.dot). (If you want to protect your form so that others can't simply turn off the protection, use the Tools | Protect Document command, and type a password). When you do this, users can jump only to the parts they are to fill in, and are not able to change the form itself.

Click the Protect Form button on the Forms toolbar.

Specify whether you want the fields to appear shaded or not - click the Form Field Shading button to toggle this option off and on.

Don't worry about the length of the form field - it will expand as text is entered.

Click the Text Form Field button every time you want to insert the field where users fill in their information.

Choose View | Toolbars | Forms to display the Forms toolbar.

Use a table, if you want, to lay out the form.

Type in the standard headings and text that will appear in each document.

Launch MS Word if it isn't already open.

Saving the form as a template offers two main advantages: it can be reused without changing the original and it's easier for the user to fill it in. Typically, you save the form as a template. You can create forms that will be used on screen, or printed and filled out on paper. Forms, such as contracts and applications, are standard text documents with form fields inserted throughout where you fill in the blanks.