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In this course, author Gini Courter introduces the form creation tools found in Word 2007 and shows how to produce electronic forms that are visually pleasing and easy to navigate. The course covers designing a form; capturing data effectively with dropdown lists, date pickers, and text boxes; and adding controls for repeating data using the Word Content Control Toolkit. The course also includes tutorials on testing, protecting, and distributing forms.
Prerequisite Course: Word 2007 Essential Training
Many Word users never create forms, so the form creation tools in Word 2007 are hidden by default, and that results in a simpler interface for novice Word users. We're going to display the Form Creation Controls and other Developer features so that we can create forms. In Word 2007, click the Office button, choose Word Options, and immediately you'll see Show Developer tab in the Ribbon. These are the most popular options that people want to change. So the Developer tab will have everything that we require to make forms.
You'll also notice that other popular option here which is, if you're in Microsoft Outlook and you're tired of it opening your Word attachments in Reading view, this is where you turn it off; not in Outlook. Now that we've changed the Developer tab in the Ribbon, let's say OK. When we come back, here it is right here, and I'm going to click to show that tab. The controls that we use for forms have been redesigned since Word 2003. They're called Content Controls and we see them right here in this group on the Developer tab of the Ribbon. Just point to a Control and hover for a moment and you'll see a description.
Here's our Rich Text Content Control, our Text or Plain Text Content Control, a Picture Content Control for images, a Combo Box Content Control, a Drop-Down List Content Control, a Date Picker Content Control, and then finally a Building Block Gallery Content Control that we'll use to create some advanced forms. Now in Word 2003 and earlier versions, you could create forms using slightly different set of form controls. If I click here you'll see them listed under Legacy Forms, and we have three controls: basically a Text Field, a Check Box Field, and a List Box Field, a combo List Box Field.
In Word 2007 and 2010, those Form Controls that simply grab text, have been replaced with these much richer Content Controls. There are more controls and they're more powerful. You will need to use these Legacy Form Fields however, if you are creating a form that Word 2003 or Word 1997 users need to be able to use. They can access these. They cannot use these newer XML-based Content Controls.
Now that we've turned on the Developer tab and have acquainted ourselves with the tools, we're ready to create a form.
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