How to Create Forms in Microsoft Word

By eHow Computers Editor

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Several times in our lives we wish that things could be easier and more organized. Creating forms in Microsoft Word can help make certain areas of our lives, personally and in business, much easier and more organized. When trying to organize and automate, it may take a little more time in the beginning, but in the end you will save time and be more organized.

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Instructions

Difficulty: Moderately Easy

Step1

Click "File" from the top menu, and then select "Save As." When the new "Save As" window appears, go to the bottom of the screen, and in the "Save As Type" box, use the drop-down menu to select "Document Template."

Step2

Fill in the "File Name" above the "Save As Type" box. You can make the name anything you wish, preferably something that will make sense to you and other users at a later time.

Step3

Plan your form by using an existing form or by what you think will be easiest for the user to follow. You can use ideas from paper forms that you have filled out or other automated forms that you may have used or created.

Step4

Select the "View" menu option from the top of the screen and highlight "Toolbars." Click on "Forms" to get the "Forms" toolbar to appear.

Step5

Place your cursor, using the mouse or keyboard, where you want the field to begin. Select the type of field you want located in that position and click it on the "Forms" toolbar. As you pass over each type of field on the "Forms" toolbar, it will name the type of field. Repeat this step for each field you want on your form.

Step6

Edit the fields that you have just inserted in your form by right-clicking them and selecting "Properties." You can also delete, copy and change other cosmetic attributes by right-clicking on the field.

Step7

Use your newly created form by selecting "File" and then "New." Under the "Template" section that appears in the "New Document" window, select "On My Computer." Click on your form and select "OK."

Tips & Warnings

If you don’t see the menu item you need from Word drop-down menus, click the double arrows at the bottom of the drop-down menu to get more menu options.