How to Create a Fillable Form in Word for Mac
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- Опубліковано 17 лип 2024
- Learn how to create a fillable form in Word for Mac that has form fields including text boxes, drop-down lists, and checkboxes. See how to configure options in your form fields like setting a maximum character limit and forcing date formatting. In this video, we will build and format this form template from scratch with tables and section headers. But in case you already have your form template ready, you can jump to the part of the video where we start inserting and programming our form fields in the Timestamps section below. You'll also see how to turn on the Developer tab in Word for Mac and how to turn on or off the gray shading on the form fields in case you need to print your form.
#fillableforms #wordformac
TIMESTAMPS ⏰
00:00 Create a Fillable Form in Word for Mac
00:32 Enable Developer Tab in Word for Mac
01:17 Create a Form Template in Word for Mac
05:09 Set Maximum Character Limit
06:02 Enforce Specific Date Field Formatting
06:29 Program Drop-Down Lists
08:14 Insert Checkboxes
09:11 Hide Form Field Gray Shading
09:33 Protect, Save and Test your Form
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Create Fillable Forms, Surveys & Questionnaires in Microsoft Word like a Pro: • Creating Fillable Form...
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If you already have your form template created, you can jump to the 05:00 timestamp to watch where we start inserting and programming form fields. Thanks for watching! 😉
I am grateful for this tutorial! Just what I needed.
So glad to hear you found it helpful! Thanks for watching!
Excellent tutorial, exactly when i needed it. Thank you!
Glad to help! Thanks for watching!
Excellent video! Thank you Sharon. Helpful information.
Thanks for watching, Linda! So glad you found it helpful 😉
This was perfect - thank you!
Glad you found it helpful! Thanks for watching!
@@SharonSmith I have a new question. Is there a way to create a password when protecting a word document in mac? I followed your instructions to create the fillable form and to protect it, but it seems like someone else could simply unclick that feature. My colleague who is on a PC has the option to create a password, but I don't see that on my end.
Thank you for this tutorial! It was incredibly helpful! One quick questions: Is there a way when creating a drop down list to create a 'select all that apply' option?
Thank you for making this MacOS version for us, really helpful.
Was wondering if there is a way that can have a dependant selects an option, a other section becomes available. I'm building a reservation form, and I want to have from a drop down when the option for city 2 is ticked, a section for additional accommodation is made available. Is that something do-able?
Hello! I have a video on how to link text or images to appear based on a drop-down list selection, but it is in the PC version of Word. I have not tested if the code will work in Word for Mac, but this may help you out: ua-cam.com/video/UEHeTuv5tG0/v-deo.html I hope this helps! Thanks for watching my videos!
Hi Sharon, great videos, I wondered if you might be prepared to take on converting a document into a fillable form for me? I've watched a lot of your videos but I'm also keen to embed an excel chart and can't help feel that what you could do in an hour would take me a week! Do you take on commissioned work for a fee?
A good beginner tutorial, but there are some issues with some of the design choices (using spaces and hard returns, protecting the document against changes, form controls aren't accessible, and Please Select as a valid choice) but a good introduction to the idea of fillable forms. Also important to distinguish between Mac and Windows form creation and distribution issues. 365 users also have access to Microsoft forms, which can be much easier to work with and has greater compatibility. Can't cover everything, I know!!
Hi Sharon. Thanks for your videos. I'm just wondering if there is a way to make fillable form in Word with drop down lists and then reference the selection from the drop-down list to repeat in other parts of the document (for an employment contract). Thanks for your help.
Here is a video that may help with what you are trying to do. Thanks for watching!
ua-cam.com/video/UEHeTuv5tG0/v-deo.html
THANKS! How to add photos though? I am using MAC and I cannot add photos like the ones I have in microsoft
Hey Sharon. Great video! I have a quick question I'm hoping you can help me with. I'm trying to create a form that I can use when I'm on the phone, and I want to add different scripts to a drop-down menu. I'm running into a character limit issue. Is there a way to increase the character limit in the combo-box? I want to choose the script based on the client I'm speaking to. If you can help thanks!
When I add a checkbox, it won't align with my text like yours does. Mine adds the checkbox, plus a gray box below it - so my text is below the box to the right instead of directly next to the box. How do I fix this? Does this make sense? I am using a mac, but I don't think that should make a difference.
Hello! Here are some things you can check and try:
1. Click on the checkbox you've inserted in your Word document.
2. Once selected, go to the "Format" menu at the top of the screen.
3. From the "Format" menu, choose "Text Box" or "Picture" (depending on how the checkbox is treated in Word for Mac).
4. You may see options related to the alignment of the checkbox. Look for options like "Wrap Text" or "In Line with Text." Choose one that suits your preference. You might need to experiment a bit to find the best option.
5. After adjusting the alignment settings, check if the checkbox now aligns properly with your text.
Check Paragraph Formatting:
Select the checkbox that you've inserted into your document.
Go to the "Home" tab in the Word ribbon.
Look for the "Paragraph" group.
Make sure that the paragraph alignment is set to "Left" or "Align Left". If it's set to "Center" or "Justify", it might be causing the checkbox to appear below the text instead of next to it.
Adjust Spacing and Margins:
Sometimes, spacing or margin settings can affect the layout of objects in your document.
Go to the "Layout" tab in the Word ribbon.
Look for options related to spacing, margins, or indentation.
Ensure that there's enough space for the checkbox to appear next to the text without being pushed below it.
Check Compatibility Mode:
If you're working with a document created in an older version of Word, it might be opened in Compatibility Mode, which could affect the layout.
Try saving the document in the current Word format (.docx) to see if that resolves the issue.
I hope some of this may help. This video is also using a Mac, so I'm hoping you'll be able to insert your checkboxes. Take care!