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Word 2007: Forms in Depth
Illustration by Neil Webb

Starting with a template from Microsoft.com


From:

Word 2007: Forms in Depth

with Gini Courter

Video: Starting with a template from Microsoft.com

Our goal is to create a form that can be filled out on a computer. We can email it to somebody or post it, they can fill it out and send it back to us without ever really needing to print it. Perhaps you already have a form created in Word that just needs some work. For example, here's our ugly form that we saw earlier and even though it doesn't work well for us now, we can actually use some of this content in order to create a new form. It gives us a little bit of a start. But if you're creating a form that's new for your organization, you may be able to get an even bigger jumpstart by customizing an existing form that's well-structured.

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Word 2007: Forms in Depth
2h 23m Intermediate May 24, 2011

Viewers: in countries Watching now:

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

Topics include:
  • 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

Our goal is to create a form that can be filled out on a computer. We can email it to somebody or post it, they can fill it out and send it back to us without ever really needing to print it. Perhaps you already have a form created in Word that just needs some work. For example, here's our ugly form that we saw earlier and even though it doesn't work well for us now, we can actually use some of this content in order to create a new form. It gives us a little bit of a start. But if you're creating a form that's new for your organization, you may be able to get an even bigger jumpstart by customizing an existing form that's well-structured.

The Microsoft Office web site includes a number of forms that you can download for free. Let's see how. Let's click the Office button. Let's choose New, and then we have My templates, but also templates from Office Online. And if you look, there are lots of categories. So if I knew, for example, that I was creating an invoice form, I might choose to click Invoices. Here are some subcategories under Invoices, and I actually need to create a Service Invoice, and if I click, I will see a whole raft of service invoices that I might use.

I just click on them to preview them, and eventually choose the one that I wish to use. For example, if I need a repair order there's one, or a wild animal adoption form. Now, you notice on each of those that we don't see the preview for the form yet. Notice that there's this small icon in the lower right-hand corner that some people think is a keyhole, but I've been told is actually supposed to look like a person. This means that this particular template was placed up here by another user like you.

a member of the community, and so even if the form that you want isn't there yet, it might be there later. The first time you try to look at a Community Template or download one, you'll be prompted to say, I accept this. I understand that this is a form that somebody else created. In this case Courtney Cross. So any form you want, you simply choose it and choose Download. Earlier though, I had a form that was a Health and Emergency Contact Form, that was what you saw when we had the ugly form.

So let's see if we can find a similar form; a Personal Information and Emergency Contact form, perhaps in the Medical or Healthcare forms. Let's see what we have. Notice that there are some just beautiful forms up here. There's a Medication Chart that's really pretty, if you needed to download one for somebody in your family who needs to track that. Upper and lower respiratory infection form, this is pretty specific. And then I see down here an Emergency Contact and Medical Form. Now, emergency is spelled wrong; I'm not going to let that bother me too much.

Let me see if this is a form that would be very useful for me. So I'm going to download it and here is, and emergency's spelled correctly, my EMERGENCY CONTACT AND CURRENT MEDICATION INFORMATION. Now, even if I don't want all of this form, if I only want part of it, this would still be a great way to get a jumpstart. I could go in and delete, for example, the rows that I don't need or entire sections of the table that I don't want, by simply deleting rows, and then place form fields where I do want to collect data in the form. So when you're choosing a template that you might use, choose one that has a very good structure to it, and has a lot of help to get you started on creating your form.

Even if you're creating a form to replace a manual paper form you already have in use in your workplace, I'd suggest that you go take a look at the templates that are available on the Microsoft site, just to get some ideas for how you might better arrange the fields in the form that you're going to create. So feel free to go up here on the Microsoft site. All of these templates are free for you to download and use simply because you use Microsoft Office 2007.

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