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Word 2010: Forms in Depth
Illustration by Neil Webb

Starting with a template from Microsoft.com


From:

Word 2010: Forms in Depth

with Gini Courter

Video: Starting with a template from Microsoft.com

When you're creating a new form in Microsoft Word 2010, the odds are good that you want to create a form that can be filled out on a computer, a form that you can email to another user, that they can then type into and send back to you by email. Perhaps you already have a form that was created in Word that was used for a print form that could be filled out with pencil or a pen. In that case that form with some additional work might be a fine electronic form when it's done, so that would be a great place to start. But what if you don't have a form at all? Well, if you're creating a form of a type that's new for your organization, you may be able to get a great jumpstart on that by customizing an existing form that someone else has created.

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Word 2010: Forms in Depth
2h 4m Intermediate May 24, 2011

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In this course, author Gini Courter introduces the form creation tools found in Word 2010 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 check 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 2010 Essential Training

Topics include:
  • Setting up a form
  • Customizing pre-built Microsoft.com templates
  • Inserting content controls
  • Saving a form as a template
  • Troubleshooting form issues
  • Understanding Building Blocks
  • Creating a schema using the Content Control Toolkit
Subjects:
Business Forms
Software:
Office Word
Author:
Gini Courter

Starting with a template from Microsoft.com

When you're creating a new form in Microsoft Word 2010, the odds are good that you want to create a form that can be filled out on a computer, a form that you can email to another user, that they can then type into and send back to you by email. Perhaps you already have a form that was created in Word that was used for a print form that could be filled out with pencil or a pen. In that case that form with some additional work might be a fine electronic form when it's done, so that would be a great place to start. But what if you don't have a form at all? Well, if you're creating a form of a type that's new for your organization, you may be able to get a great jumpstart on that by customizing an existing form that someone else has created.

The Microsoft office web site includes a number of forms that you can download for free. To get to those forms, simply click File and then let's go to New and when we do, you'll notice that we have all of these templates available on your computer. However, we also have templates from Office.com in all kinds of different categories. Now, we might find for example that there are forms for fax cover sheets. I'm sure there are, or forms under Job Descriptions or Invoices, but there's an entire collection of forms in the Forms Library as well.

Poke around here until you find a form that you like. I had that form that we were using in the last two movies that was for collecting contact information and emergency contact information. So I would like to go see if there's a similar form here in the Form Template Collection on Office.com. So I'm going to go to the Medical and healthcare forms and you'll notice when you click on a form, you see a preview over here on the right of the form. These first two forms have this icon in the lower right-hand corner that says they were created by a user just like you, a member of the Microsoft Word community.

Notice that there's a Medical office registration form. When you use a form, you can vote on how good you think that form is, provide some feedback. I'm going to scroll down and look for an emergency contact form, and here is one. Emergency Contact and Medical Information. It's misspelled, but that doesn't necessarily mean anything. This information was entered when the form was uploaded. So let me take a look at this form and see if it will meet my needs. I click the Download button, and here's the form.

Now sometimes if you haven't previously downloaded forms, you'll actually see a dialog box that says this comes from member of the community, you need to approve downloading it, and you simply click Yes, and continue to this page. So here's a nice looking form. It has a place for a name, a date of birth, a Social Security number. I might not want all of this information, but this might be exactly the kind of place that I would like to start to create my new form. So again, if you are creating a form that doesn't already exist in your organization, you don't have a manual form, don't simply start from scratch.

First go to the Microsoft site and take a look at the form templates that are there already. Even if they don't save you time, they'll provide you with more information on how you might choose to design a form from scratch.

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