How to create a fillable form in word office 365

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How to create a fillable form in word office 365

Simplify the complex with data types in Excel. DOWNLOAD THE TEMPLATES NOW. Land your next big contract with templates for quotes If you're in business, you'll likely have to share the price you expect for goods or services with a quote, a bid or a statement of work. Microsoft templates for quotes give you a range of professional-looking options to guide you in this process. Free quotes templates put your estimate in writing and include a detailed breakdown of your fees. This way, if any questions come up about the scope or cost of your work, you can refer to your price quote template for answers. Quote templates can help you create polished proposals to pitch to new clients or increase existing orders. There is also a price list template that calculates totals and adds tax, to reduce your paperwork time. Small businesses that bid daily, such as contractors, can find customizable price quote templates specific to their industry. Other templates for quotes, such as statements of work, are flexible to fit most service industries. Choose from a number of price sheet templates and templates for quotes to ensure your next job runs smoothly. To add a fillable object, place the cursor where you want it and go to Developer tab > control type > click on page. To add the Developer tab, go to File > Options > Customize Ribbon > Main Tab > Developer > OK. This article explains how to create a fillable form document in Word for Microsoft 365, Word 2019, 2016, 2013, and 2010. The form data you create can include the option to choose a date, mark a checkbox, select Yes or No, and more. Before you can configure these controls, you must add the Developer tab to Microsoft Word as they are called. You can create and configure any form data using this tab. Select File from the top menu. Then, choose Options. Select Customize Ribbon. In the right pane of the dialog of Customize Ribbon part, choose Main Tabs. Check the box for Developer. Press OK. There are several types of fillable form options in Word. These are called "Controls". The options are in the Controls group on the Ribbon. You can include a checkbox, date selection box, a combo box with choices you create, drop-down lists, and more. These controls are on the Developer tab. To create a basic fillable form in Word by providing a checkbox: Type the text to apply the checkbox. Examples include: "Opt into promotional emails". "I agree to the terms stated in this document". "I have completed all tasks". Select the Developer tab. Place your cursor at the beginning of the sentence you've written. Select the Check Box Content Control that adds a check mark. (It has a blue checkmark on it.) Choose somewhere else in the document to apply it. To remove any fillable entry, right-click it and choose Remove Content Control. Then use the Delete key on the keyboard to delete anything remains. In some instances simply clicking Delete will suffice. You add a Date Control from the Developer tab to enable users to select a date from a pop-up calendar that appears when they click the control. To add a Date Control fillable form entry: Place your cursor in the document where you'd like to add the Date Control. Select the Developer tab. Choose the Date Picker Content Control entry for inserting a date control. Select somewhere outside the new entry to apply it. If you want to have users choose something from a list that you provide, you use a Combo Box. After you create the box using the Developer tab options, you then access the Properties options for it to enter the available choices. In this example you will create a drop-down list for a party invitation, with options including Yes, No, Maybe. To create a Combo Box to Make a Form in Word: Write a sentence that will precede the options you'll provide. Examples include: "Will you attend the party?" "Will you be bringing a dish to the party" Select the Developer tab. Place the cursor in the document where you want the options to appear. Select the Combo Box Content Control icon. (It's generally located to the right of the blue checkbox icon.) On the Developer tab, in the Controls section, choose Properties. Press Add. Type Yes, and press OK. Press Add. Type No, and press OK. Press Add again. Type Maybe, and press OK. Make any other changes (if desired). Press OK. Select somewhere outside the box to apply it; select inside the box to see how it works. There are other types of form options you can create in Word. When experimenting with these, you'll generally work in this order: Type an introductory sentence or paragraph. Place the cursor where you want the new control to go. Choose the control from the Controls group on the Developer tab (hover your mouse over any control to see its name). If applicable, select Properties. Configure properties as necessary for the control you've selected. Press OK. Thanks for letting us know! Tell us why! This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or "Content Controls" in Microsoft terminology) for data that cannot be completed by Clio's merge field tags. These techniques would be useful for creating protected trust receipts with Document Automation. Related article: Tutorial - Using Document Automation to Create a Trust Receipt If you are not familiar with Document Automation, please see the following support articles: Using Clio's Document AutomationHow to Create a Document Template Contents Showing the Developer TabAdding Form ControlsControl Properties Formatting Form Controls Adding Editing Restrictions/Protection to your TemplateAdvanced Document Automation Webinar Showing the Developer Tab The tools that you will need to add form controls to your template can be found in the Developer tab which is hidden by default. To show the Developer tab, click "File". Then click "Options". In the Word Options window, Click on "Customize Ribbon" in the left-hand sidebar. In the Tabs area on the right, check the box beside "Developer". Click OK. Adding Form Controls On the "Developer" tab 1 , in the "Controls" group 2 are a number of available form control fields. Some useful form controls are: Rich Text Content Control -- The end user will be able to format the text entered in this text area. Plain Text Content Control -- The end user will NOT be able to format the text entered in this text area. Combo/Dropdown Selection Control -- Options can be added to this control for users to select from. Date Picker -- Brings up a mini calendar to choose a date from. To add a form control to your template, click in the document where you want the control to go, then click on the icon for the control that you want to add. To change the default placeholder text on the control ("Click here to enter text" in the above example) click "Design Mode". To change the Properties of the control, click "Properties". Control Properties Each control has options that can be accessed by clicking "Properties" with the control you want to modify selected. For example, this is how you will add options to a Dropdown Selection Control or specify the date format displayed when using the Date Picker Control. Example #1 -- Rich Text Content Control Properties The example to the left shows the basic Property options available to form content controls. Adding a name to the "Title" field, will display that name when the control is selected. The "Show as" dropdown box allows you to change the basic appearance of the control's bounding box or tags. The "Locking" options are only useful if your template controls already contain content that you do not want to be changed or delete. Do not check these options if you expect that the content may need to be added or changed in the content control. Example #2 -- Combo/Dropdown Selection Control Properties In addition to the properties detailed above, the Dropdown List Control Properties gives you the ability to add options for the user to select from when completing the form. To add a new option to the dropdown control, click the "Add" button. To edit an existing option, click on it then click the "Modify" button. To delete an option, click on it then click "Remove". Example #3 -- Date Picker Control Properties The Date Picker Control Properties allow you to select the format of the date that is displayed when the user selects a day from the mini calendar. Click on a date format in the selection area to select it, then click OK. Formatting Form Controls By default, the text that is input into a control will have the same formatting as the line that it was added to. To change the formatting of the text that is input into the control, highlight the control with "Design Mode" OFF and make formatting adjustments as you would to any other text. To change the wording or formatting of the control's placeholder text: Turn on "Design Mode". Highlight the placeholder text and make formatting adjustments as desired. Turn OFF "Design Mode". Form Control with Default Placeholder Text and No Formatting - Design Mode On Form Control Formatted with Custom Placeholder Text - Design Mode On Form Control Formatted with Custom Placeholder Text - Design Mode Off When formatting control placeholder text, keep in mind that the default styling of that placeholder may not make it easy to immediately identify as a form control. Adding a highlight or some distinctive styling to the placeholder will make it more visible in your document. When the end user types or selects content in the control, the placeholder formatting will disappear and the content will take the styling of that line in your document. Adding Editing Restrictions/Protection to Your Template Protecting your template can ensure that any user or Contact who may be completing your merged documents will only be able to modify information that is in the form controls that you add to your template. To restrict editing on your template: Go to the Developer tab. Click on "Restrict Editing" In the Restrict Editing sidebar on the right, check the box under step "2. Editing restrictions" and change the dropdown to "Filling in Forms". Click "Yes, Start Enforcing Protection" under step "3. Start enforcement". In the Start Enforcing Protection pop-up, enter in an optional password if you want the document to be password protected, or click OK if you do not want to add password protection. Save the protected template as a new version to ensure that you don't overwrite your original document. Once uploaded to Clio, the protected template will create new protected Word documents while still pulling information from Clio. More information is available on Advanced Document Automation Webinar In under an hour, we demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We also demonstrate how to add editing restrictions to your template. This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation. Click HERE to view the recording.

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