- I'm surprised by how often…people in organizations, really good Word users,…create something, like this or any other document,…and, then, rather than saving it as a template,…they simply will open a form…that they've already filled out,…save it under a new name, and overwrite the values in it.…Templates are one of the most powerful features in Word,…and one of the most under used.…This form is perfect to be saved as a template,…because how I'd like Word to handle this document…is that each time I go open up this form,…I want a brand new fresh copy.…
I don't want to have to clear out old stuff.…I don't want to save it with a different name,…or forget that I have it and overwrite some values.…I want to create a fresh, new copy…of the Landon Event Inquiry every single time.…That's what a template will do for us.…What we're going to do is choose File,…Save as Template.…Couldn't be any easier.…Automatically, I'm in my Templates folder.…The only other templates that are in there are…PowerPoint template and Normal dot.…
AuthorGini von Courter
- Starting with a form template
- Gathering form requirements
- Formatting form tables
- Inserting form controls: lists, date pickers, check boxes, and more
- Protecting the form
- Saving a form as a Word template
- Sharing form templates with your team
Skill Level Intermediate
Word for Mac 2016 Essential Trainingwith David Rivers4h 56m Beginner
Excel for Mac 2016 Essential Trainingwith Curt Frye6h 23m Beginner
1. Getting to Know Word Forms
2. Inserting Form Controls to Capture Data
3. Finishing a Form
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