Join Gini von Courter for an in-depth discussion in this video Saving a form as a template, part of Word 2016: Forms in Depth.
- Our form has been completed,…it's been protected, and it's been tested.…Everything works fine.…So the question is what do we do next?…Now sometimes what people do is they take this form…and they'll simply send it to somebody…who fills it out and then that person needs to save it.…The next time they want to save it,…they need to remember to do Save As,…so they don't overwrite the data…from this event onto the next event.…And as soon as you see that you're in the habit…of opening a file and needing to do Save As…or opening it as a copy so you don't overwrite it,…you should have a bell that goes off…that says time to create a template,…because a template actually automates…that process for you.…
When I save a document, including this form,…as a template, what I get is an unchanged version…and each time someone opens a document…based on the template they get a copy.…So this template itself will never be modified,…but one-off documents.…So the template itself is protected.…The work that we've done to design…and put in controls and protect and test,…
- Recall good reasons to build a form in Word.
- Name the control that allows a user to either enter free text or choose from a predefined list.
- Recognize the appropriate use of plain text controls and rich text controls.
- Identify the default selection necessary to ensure that respondents agree or disagree with certain conditions.
- Recall what you would not want to see when testing a form.
- Explain what happens when inserting an image into a picture content control.