Word Tutorial Creating OnScreen Forms

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Word TutorialCreating On-Screen Forms
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Objectives

• Review MS Word
• Learn about content controls
• Insert content controls
• Modify placeholder text in a content control
• Protect a form with the Group command
• Insert legacy check box form fields
• Use legacy form fields to perform calculations
• Protect a document with a password

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Review MS Word

• Font
• Paragraph
• Drawing
• Editing
• Table
• Illustration
• Links
• Signature

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Review MS Word (continued)

• Breaks
• Header Footer
• Symbols and Equation
• Page Setup
• Margin
• Size
• Orientation
• Column
• Page Background

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New Word Topics in A107

• Content controls (first week)
• Mailing facilities (second week)

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Content Controls in MS Word

• Content controls are bounded and potentially
  labeled regions in a document that serve as
  containers for specific types of content.
• Individual content controls can contain content
  such as dates, lists, or paragraphs of formatted
  text.
• Form is one type of content controls that enables
  user to insert well-defined data into your
  documents.

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Creating and Using On-Screen Forms

• An on-screen form is a Word template that
  contains places where the user enters information
  at a computer

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Inserting a Text or a Rich Text Content Control

• Click the Developer tab, and then in the Controls
  group, click the Design Mode button
• In the Controls group, click the Text button
• In the Controls group, click the Properties
  button
• In the Title text box, type the control title
• If you want the text to be formatted differently
  than the default format, click the Use a style to
  format contents check box, and then click the
  Style arrow and select a style, or click New
  Style to define a new style
• Click the Content control cannot be deleted check
  box to prevent users from deleting the content
  control

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Inserting a Text or a Rich Text Content Control

• Click the Contents cannot be edited check box to
  prevent the user from changing the placeholder
  text
• For a Text content control, click the Allow
  carriage returns (multiple paragraphs) check box
  to allow the user to insert more than one
  paragraph
• Click the Remove content control when contents
  are edited check box to delete the content
  control and leave only the text the user inserts
• Click the OK button
• If desired, replace the default placeholder text
  with specific instructions to the user

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Inserting a Text or a Rich Text Content Control
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Inserting a Date Picker Content Control

• Switch to Design mode, then in the Controls
  group, click the Date Picker button, and then
  click the Properties button
• In the Title text box, type the control title
• If you want the text to be formatted differently
  than the default format, click the Use a style to
  format contents check box, and then click the
  Style arrow and select a style, or click New
  Style to define a new style
• Click the Content control cannot be deleted check
  box to prevent the user from deleting the content
  control

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Inserting a Date Picker Content Control

• Click the Contents cannot be edited check box to
  prevent the user from changing the placeholder
  text
• In the Display the date like this list, click a
  format in the list for the date, or replace the
  text in the text box with a date-time picture
• Click the OK button
• If desired, replace the default placeholder text
  with specific instructions to the user

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Inserting a Date Picker Content Control
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Inserting a Drop-Down List or Combo Box Content
Control

• Switch to Design mode, then in the Controls
  group, click the Drop-Down List button or the
  Combo Box button, then click the Properties
  button
• In the Title text box, type the control title
• If you want the text to be formatted differently
  than the default format, click the Use a style to
  format contents check box, and then click the
  Style arrow and select a style, or click New
  Style to define a new style
• Click the Content control cannot be deleted check
  box to prevent the user from deleting the content
  control
• Click the Contents cannot be edited check box to
  prevent the user from changing the placeholder
  text

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Inserting a Drop-Down List or Combo Box Content
Control

• Click the Add button, then in the Display Name
  text box of the Add Choice dialog box, type an
  entry for the list, and then click the OK button.
  Repeat for each entry you want to include in the
  list
• To change the wording of an entry, click the
  entry in the list, click the Modify button,
  replace the text in the Display Name text box in
  the Modify Choice dialog box with specific
  instructions to the user, then click the OK
  button
• To move an entry up or down in the list, click
  it, and then click the Move Up or Move Down
  buttons
• To remove an entry from the list, click it, and
  then click the Remove button
• Click the OK button
• Replace the default placeholder text with
  specific instructions to the user

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Inserting a Drop-Down List or Combo Box Content
Control
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Inserting a Picture Content Control

• Switch to Design mode, then in the Controls
  group, click the Picture Content Control button,
  and then click the Properties button
• In the Title text box, type the control title
• Click the Content control cannot be deleted check
  box to prevent the user from deleting the content
  control
• Click the Contents cannot be edited check box to
  prevent the user from changing the placeholder
  text
• Click the OK button
• If you want to include instruction text for the
  user, position the insertion point to the right
  or left of the content control, then type the
  instruction text use the Format Painter or
  format the instruction text directly to match the
  color and font of the placeholder text in other
  cells

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Inserting a Picture Content Control
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Inserting a Check Box Form Field

• Switch to Design mode, and then, in the Controls
  group, click the Legacy Tools button
• On the submenu, click the Check Box Form Field
  button
• In the Controls group, click the Properties
  button
• Specify whether the check box should be checked
  by default
• Click the OK button

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Inserting a Check Box Form Field
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Protecting and Unprotecting a Form

• Click the Developer tab, and then in the Protect
  group, click the Protect Document button
• In the Restrict Formatting and Editing task pane,
  click the Allow only this type of editing in the
  document check box to select it, click the arrow,
  and then click Filling in forms
• Click the Yes, Start Enforcing Protection button.
  If the button is grayed out (not available), then
  in the Controls group on the Developer tab, click
  the Design Mode button to turn off Design mode

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Protecting and Unprotecting a Form

• If you want to use a password, in the Start
  Enforcing Protection dialog box, type a password
  in the Enter new password (optional) text box,
  type the same password in the Reenter password to
  confirm text box, and then click the OK button
  or, if you do not want to use a password, just
  click the OK button
• To turn off protection, click the Stop Protection
  button at the bottom of the task pane
• If you used a password, type the password in the
  Password text box in the Unprotect Document
  dialog box, and then click the OK button

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Protecting and Unprotecting a Form
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Creating PDF Forms

• World forms can not be directly converted to PDF
  forms.
• Use Adobe Acrobat Pro 9 to create PDF forms