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How to create fillable forms with microsoft word

Show the Developer tab

If the developer tab isn’t already visible, see Show the Developer tab.

Make your list

Go to Developer and select the Check Box Content Control at the beginning of the first line.

To change the default X to something else, see Make changes to checkboxes.

Copy and paste the check box control at the beginning of each line.

Select a checkbox to put an X (or other character) in the check box.

Add hanging indentation

If some list items are more than one line long, use hanging indents to align them.

Select the list. Bullets or numbers won’t look selected.

Go to Home and select the Paragraph dialog box launcher .

Under Indentation, in the Left box, type 0.25.

Under Special, choose Hanging.

For By, Word sets a default value of 0.5 inches. Change this if you want your additional lines indented differently.

Select OK when finished.

Lock the text and controls to prevent changes

Select the list and checkboxes.

Go to Developer > Group > Group.

To unlock the list, select the list and choose Group > Ungroup.

Create a print only list

Go to Home and select the down arrow next to the Bullets button.

How to create fillable forms with microsoft word

In the drop down menu, select Define New Bullet.

Select Symbol and find a box character. If you don’t initially see one, change Font to Wingdings or Segoe UI Symbol.

Select OK twice, and create your list.

How to create fillable forms with microsoft word

Make a checklist you can check off in Word

To create a list that you can check off in Word, add content controls for checkboxes to your document.

Show the Developer tab

For more info if the developer tab isn’t already visible in Word, see Show the Developer tab.

Make your list

Create your list.

Place you cursor at the start of the first line.

Go to the Developer tab, and then click Check Box.

If you want a space after the check box, press Tab or Spacebar.

Use a Tab character if you want to format the list item with hanging indentation, like Word applies to bulleted lists.

Select and copy (⌘ + C) the check box and any tabs or spaces.

Place the cursor at the start of the each list item, and paste (⌘ + V ) the copied check box and characters.

Paste the checkbox at the start of each line in your list.

Add hanging indentation

If some of the list items are longer than one line, use hanging indentation to align them.

Select the list.

Go to Format and select Paragraph.

Under Indentation, type 0.25 in the Left box.

In the Special list, choose Hanging.

How to create fillable forms with microsoft word

For By, Word sets a default value of 0.5 inches. Change this if you want your additional lines indented differently.

Make a print only check list

You can replace the bullets or numbers in a list with another symbol, such as a box can be checked on a printed version of your document.

Select the entire list.

Select Home and select the arrow next to Bullets.

Select Define New Bullet.

How to create fillable forms with microsoft word

Select Bullet, and choose a symbol from the table of symbols.

For more choices, in the Font box choose a symbol font, such as Wingdings.

Select a symbol to use, such as an open box ( ) or a three-dimensional box ( ).

Select OK, and then select OK again.

Word for the web supports only the on-paper form of checklist.

Write your list, and then select it.

On the Home tab, choose the down-arrow next to the Bullets list to open the bullet library, and then choose the checkbox symbol.

Forms are a great way to gather information. Aside from being interactive, they also make it easier for you to connect with your intended audience, especially since there are many ways to deliver forms today. Whether it’s through email or website or any other platform, forms allow you a convenient, highly customizable way to collect important and relevant data, especially when they are created in Word. Let us show you how to create forms in Word.

We all know Word has been around for a long time as a top word processing application. Over the years, it has added more features to tailor to its users’ needs. When it comes to forms in Word, the steps are easy and practically fool-proof. Anyone can create beautiful, interactive, and useful forms, surveys or questionnaires that can be downloaded or printed to be handed out traditionally.

Create Forms in Word Through the Developer Tab

To create forms in Word, you first have to turn on the Developer tab. To do this, click File and then Options to open the Word Options dialog box, where you can select Customize Ribbon. Here, click the Developer checkbox. Click OK.

How to create fillable forms with microsoft word

Once the Developer tab is enabled, you can now create your forms. You can do this by adding different parts of the form to your Word document, called content control fields.

To add each control field, you simply place your cursor anywhere you like in the document, then choose a field from the Controls group among the menu options under the Developer tab. Hover your mouse over the different options to find which content control field suits your needs.

How to create fillable forms with microsoft word

Create Relevant Questions

Create questions relevant to the information you want to gather. In our example, you can add a date selection field at the top of your questionnaire. Then, you can start your customer satisfaction survey by finding out just how often your customers visit your restaurant. You can also have a text form field to allow your customers or respondents to enter their own specific answers, which may not be among your premade choices.

Aside from date pickers and checkboxes, you can also add pictures, content gallery, combo box, and many other content controls.

How to create fillable forms with microsoft word

Customize Forms in Design Mode

If you want a more customized look for your forms or questionnaires, you can turn on the Design Mode under the Controls group, which is also in the Developer tab. From here, you can create a more robust and more personalized form. You can customize each field with a little more time and creativity. One good example is creating a drop-down list, which is often used in online forms.

You can also add instructions to add more usability to your forms in Word. This makes it easy for your respondents to follow the survey and make fewer mistakes.

How to create fillable forms with microsoft word

Video Tutorial

You can also refer to this brief video tutorial by Business Management Daily to get an idea regarding how to create forms in Word.

Once you have added all the necessary fields in your documents or forms in Word, you can then send them out to your respondents. You can do this by emailing them the form by using your mailing list. You can also upload this to your website. For a more traditional route with a more personal flair, you can print out the forms and give each of them out personally to your customers or target respondents.