How to Create Forms in MS Office

Whether you want to collect information from your customers or members of your organization, it is best to create a form document that allows your contacts to type information directly into a form field. The contact can then save the filled form and email you the contents. Microsoft Office makes it easy for your to create simple forms in Microsoft Word.

Things You'll Need

  • Microsoft Word
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Instructions

    • 1

      Open a new blank document in Word.

    • 2

      Type in the title of your form, in capital letters, at the top of the page. Type in your organization's name and contact information as well if you wish. Center the words and format them as you see fit.

    • 3

      Press "Enter" twice to position your cursor on a blank line.

    • 4

      Select "Insert" and then "Table" from the main menu. Select a "2x1" table. (This is a table with two columns and one row.)

    • 5

      Type in the first field name in the first column of the table (such as "First Name"). Then position your cursor directly above the column until you see a down-pointing arrow. Click to select the row.

    • 6

      Look at the "Design" toolbar above and select the arrow next to "Borders." Choose "No Border" from the list of options. Leave the column selected for now.

    • 7

      Go to the ruler above your workspace and hover your mouse over the margin that separates the two columns---you'll see a two-headed arrow and the text "Move Table Column." Click and drag the margin over to the left some to make the right-hand column slightly longer.

    • 8

      Position your mouse above the other column and click to select it. This time choose "No Border" from the list of options first and then go back and select "Bottom Border." You now have the first line of your form (field name and entry field).

    • 9

      Position your mouse to the left of the first field and click to select the entire thing. Click "CTRL" and "C" to copy the field. Place your cursor on the next line and click "Enter" so that you are on a new line that is spaced out from the first field.

    • 10

      Press "CTRL" and "V" to paste a copy of the first field on this new line. Replace the field name (in this example it was "First Name") with your next field name (such as "Last Name," or "Street Address"). Repeat this and the previous step as many times as necessary until you have enough fields for your form.

    • 11

      Save your form and distribute it to your contacts.

Tips & Warnings

  • You can also create a quick form in Microsoft Excel the same way, only the "table" is already drawn for you in the form of Excel cells (represents a field in your form). To get rid of the borders around the cells, select an entire column and right-click inside of the selection. Choose "Format Cells" and then the "Border" tab. Select "None" or the bottom border only for your column.

  • These instructions are specific to Microsoft Office 2007

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