How To Create A Fillable Form In Microsoft Word (Create HR Template Forms) Part 1
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- Опубліковано 17 лип 2024
- HOW TO CREATE A FILLABLE FORM IN MICROSOFT WORD 365 (CREATE HR TEMPLATE FORMS) // Learn how to create fillable forms in Word using Legacy Tools for text form fields, checkboxes and drop-down lists. See how you can stop protecting a locked form document so that you can edit it and then re-protect it. This video will show you examples of locked fillable forms that you can create including a Probationary Evaluation Form and a Personnel Action Form / Employee Status
Change Form.
Take your form-building skills to the next level with my Course on Creating Fillable Forms in Microsoft Word:
• Creating Fillable Form...
*** BE SURE TO WATCH PART 2: • Make Fillable Forms in...
*** CHECK OUT THIS COOL FEATURE WHEN CREATING FILLABLE FORMS • Create Dependent Drop-...
TIP: Enable the Developer Tab in Word: • How To Show Developer ...
Enable the Developer Tab in Word for Mac: • How To Show Developer ...
00:00 Introduction - How to Create Fillable Forms in Word
00:46 How to insert form fields in Word using Legacy Tools checkbox and drop-down
01:42 How to format form fields by changing font size or style
02:05 How to copy formatted form fields in Word
02:27 How to insert a drop-down form field in Word
04:00 How to insert a checkbox form field in Word
04:25 How to activate a form in Word by restricting editing to filling in forms
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KEYWORDS: #MSWord, microsoft word tutorial, create fillable forms, fillable forms in word, microsoft word legacy tools, microsoft word legacy form fields, stop protection in word, legacy tools, legacy tools form fields, text form field, checkbox form field, drop-down form field, Sharon Smith HR, @SharonSmithHR
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PLAYLISTS:
➤Creating Fillable Forms: • How To Create A Fillab...
➤ Excel Tutorials for HR: • Microsoft Excel Tutorials
➤ Excel Quickies (Around 2 Minutes): • Excel Tips & Tricks
➤ Word Tutorials for HR: • Microsoft Word Tutorials
➤ Welcome | About Me: • Playlist
Want to take your form-building skills to the next level? 🚀 Checkout my UA-cam Course on "Creating Fillable Forms in Microsoft Word: A Step-by-Step Guide," ua-cam.com/play/PLb80efKTbWuNzAyHVMYrPOS7itBm5gWVs.html where your frequently asked questions on forms are answered, like how to insert a Submit form button that works with any email client and how to export completed form data to Excel quickly and easily.
💡 The Course includes 15 video lessons, a handy PDF workbook with all lesson summaries and VB code tidbits, and two versions of the Word form template we build together (a behavior-based interview questionnaire form).
You can still always access all the free content on my Channel (over 100+ video tutorials). Please note that the UA-cam Courses feature is in Beta and currently limited to a subset of Creators. Courses are only available in the United States, South Korea, and India. Viewers must use a computer or Android device to buy a Course. We hope UA-cam Courses will roll out to more Creators, devices, and regions in the future!
Thank you for taking the time to checkout my Course! You may see some of your other favorite UA-cam Creators who have also launched Courses by going to their Channel page and clicking on the "Playlist" tab. Enjoy!
I am sri lanka, i interest with video tutorials, but i cant wach please help me to watch this 17 you tube tutorials
Thanks for the tut, if the start enforcement is greyed out, what could be wrong? I added the text form field as per the video.
it's Not available in Israel :(
What forms do you create that you can use these legacy tools with? Share your tips here. Thanks for watching!
This was so much easier to follow than many others that I clicked on. Thank you for being so clear and quick, I really appreciate it. I wish other UA-camrs could teach the way you do.
Thank you very much Katherine! So glad you found my videos helpful. That is my goal. Thanks for watching and taking time to leave a nice comment. I appreciate it. Best of luck!
Be sure to watch this video NEXT to build on your fillable form: ua-cam.com/video/UEHeTuv5tG0/v-deo.html
Oh my goodness this help so much! I was trying to fix an existing form where you could just enter the fillable information. I was able to fix the checkable boxes. However it does not tab to the next field automatically when hitting the tab button. How can I fix that?
Word - Can you use an item selected in a dropdown box (number) in a formula? If so, how? How about a number put in a field using {IF{REF? Thanks!
I'm working on a start-up company. I'm creating forms that will be used by the clients. This video was so user friendly, I am looking forward to learning more about the technical side of business. Thanks Sharon!
Hi Stephanie! I'm so glad you found the video helpful, and I appreciate you taking time to leave a comment. Good luck with your start-up! Thanks for watching!
This video is very on point and easy to follow. Just wanted to add one pointer as well. Instead of searching for the 'Legacy tools' in the search box. Simply enable the 'Developer' Tab in word to get quick access to all these dynamic content control boxes and buttons. To activate the Developer tab:-
1. Navigate to File > Options (bottom left) > Customize Ribbon.
2. In the right-side column, scroll down and check 'Developer'.
3. Click OK and you will have a new tab between the View and Help ribbon tabs.
Cheers!!
Awesome tip, thanks for sharing! I would also mention to create forms with either all legacy tool form fields or all content control form fields, but if you create a form with a combination of both, end users may have issues tabbing through the form fields once the form is saved as restricted (for filling in forms). I'm glad you found the video helpful. Thanks for watching and taking time to leave a comment!
Omg. THANK YOU! Legacy tools didn't even come up and I was getting so frustrated!
Hi there! ISorry to hear that! I created a quick video after this one that shows how to enable the Developer Tab: ua-cam.com/video/zKnMvK2YZ1A/v-deo.html in case you need it. (There is a different way to enable if you are a Mac user: ua-cam.com/video/uYs11U0fLcE/v-deo.html). This was my first video on creating fillable forms so in the rest of my playlist, I was sure to let everyone know how to enable the Developer tab and find the Legacy Tools drop-down. Thanks so much for watching!! I appreciate it!
YAAAAAAAAAAAAAAAAAAAAAAAAAS! This is the MS Word vid I've been looking for. 6 months ago, we've decided to go with a completely paperless office and it's a huge success. We now use our PC laptops (Dell is my personal favorite brand lol), smartphones & tablets to distribute & sign documents electronically (we also use Internet faxing services as well. Got so tired of the physical fax machines). I'm a full-time Graphic Designer and I also use Microsoft Office 2019 Professional to design interactive forms (in addition to presentations), brochures, newsletters & contracts, for each department of the public relations firm, and I owe it all to you. Thank you so much for sharing this wonderful & informative vid. YOU ROCK!
Thank you, that is so great to hear! Going paperless is a wonderful process improvement for sure. I'm very glad this video was exactly what you were looking for and glad it helped you out. Thanks for taking the time to leave me a comment. I appreciate you watching my videos!
Perfect! I have to edit our employee clearance form so it's fillable like this. I only searched for fillable Word doc forms on UA-cam, and little did I know I would be getting a tutorial by a fellow HR professional. Definitely subscribing! :)
Oh thanks so much Jade!! Great to have a fellow HR Pro subscribe to my channel. I have a whole playlist on creating fillable forms (with related videos), but also other content you may find helpful in your HR work. Here is a link to my channel videos: ua-cam.com/channels/TNdsxjmMPi-9S_Puj88tqA.htmlvideos
Also, if you want to sign up for my email list at mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload you get FREE downloads of super helpful spreadsheet formulas, HR dashboards and Org Chart templates for HR professionals. Thanks for watching and taking time to leave a comment. Best of luck to you!
I can't tell you how many videos and searches I've done to try and figure some of this out. Seriously, you are amazing. Thank you for the help. Great video!
Very glad to help, Neland! Thanks so much for watching my videos!
This has to be the best how-to video I have ever watched. You have no idea how much I appreciate you right now.
Thank you Mariana! I'm so glad you found my videos helpful. Thanks for watching!
Oh, and I will have a new video coming out this week that you may find helpful. It is part of my "creating fillable forms" playlist: ua-cam.com/play/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv.html Thanks for watching!
You may have saved my job. Someone give this woman a medal.
Thank you, Samantha! So glad to hear you found this video helpful. I have a playlist of related videos on creating fillable forms that you may find useful if you ever need to refer to it: ua-cam.com/video/YktZ3B-tyqs/v-deo.html Thanks for watching!
This was so much easier to follow than many others that I clicked on. Thank you for being so clear and quick, I really appreciate it.
Glad to help! Thank you for your kind feedback and thanks for watching!
Thank you sooo much for this! I was asked to create a FRM for my job super last minute and I was stressing sooo much until I found your video! You made it sooo easy and I created the FRM in less than an hour! :)
That is awesome Amanda! So glad to hear my video helped you out. Thanks so much for watching and taking time to leave a comment. I have a playlist on creating fillable forms in case you find more videos like this helpful: ua-cam.com/video/YktZ3B-tyqs/v-deo.html Take care!
Quick, simple, and straight to the point. I really do appreciate your video!
I'm so glad to help! Thanks so much for watching!
Thank you, Sharon. You're truly a lifesaver. Peace. After searching the UA-cam web, only yours made sense. Awesome awesomeness.
Oh, thank you so much! I'm very glad my video helped you. I really appreciate your kind words and your awesomenss! Thank you for watching my videos!!
I love your tutorials, and I agree with Katherine below that this was soooo much easier than the other tutorials I started to watch about creating a restricted form. Excellent work!!! I also loved your tutorials about creating MS Forms and Power Automate flows. You're a pro!!!
Thanks so much! I'm so glad you find my videos helpful. Thanks for watching!
Thank you!!! I've been trying to figure out why I couldn't restrict the editing, and I was doing it wrong! Awesome that you did this!
Hi Lynnette! Glad to hear my video helped you out. Thanks so much for watching and taking time to leave a comment, I appreciate it!
So helpful, to the point, and easy to follow. Really appreciate it Sharon!
Glad to help! Thanks for watching!
Thank you for a second time. I forgot most of which You taught me. The beauty of this is I watched it again and I liked it again and I just wanted you to know I really appreciate your efforts. Thank you
Hi Thomas! So glad to hear you found my videos helpful! Thanks for watching!!
Thank you so much. I have trying to remember on my own to figure out how to make fillable text box. Legacy tools was what I was looking for.
I’m so glad to help! Thanks for watching!
Excellent, I like making things short and straight to the point. Thank you.
Thank you, yes me too! Thanks for watching!
That was so simple! I'm following a course, but the instructions were so complicated, I couldn't make sense of them. This is so quick and easy, thanks!
That is great to hear! I’m glad my video helped you out. Thanks for watching!
Your explanation was so easy to follow and I created a form in no time! Thank you!
Hi Hana! I'm so glad this video was helpful for you. I also have another video you may like where I show how to use the content control form fields: ua-cam.com/video/n_Ni_fj-158/v-deo.html Thanks so much for watching and taking time to leave a comment. Take care!
Best UA-camr I’ve seen, very clear in the instructions. Well done 👍
Thank you so much, Greg! Glad you found it helpful! Thanks for watching!
:)
Your post caught my attention!
Furthermore, thank you for taking the time to contribute your knowledge and experience with this collection of helpful MS word form-building tips.
It's well worth watching and in to end It made me feel ready and finally pushed me to try.
I wish you all the best !!
Very glad to help! I'm so glad you are working on creating forms. You can start out simple and once you get the hang of it, it's kind of fun! Best of luck to you! Thanks for watching my videos!
Excellent Video! Got the information I needed, delivered in a clear and professional manner. Thank you!
Glad you found it helpful, William! Thanks so much for watching!
Clear, concise, and a good pace. Thanks for sharing your knowledge.
Thank you so much for the great feedback and for watching my videos! I really appreciate it. Glad to share the knowledge. Take care!
My attention was sparked by your last post !!
Furthermore, I thank you for sharing your knowledge and experience with this collection of Microsoft Word form-building techniques.
It's really worth watching, and it helped me progress in my learning because I'm a beginner.
I wish you the best of luck !!
You will be a pro before you know it! Thanks so much for taking time to leave such nice comments on my videos. I really appreciate it. Take care!
Omg thanks!!! I’ve been looking for this everywhere!!!
You are very welcome! Glad you found my video helpful! I have more videos in a playlist on creating fillable forms in MS Word in case you find these helpful too: ua-cam.com/play/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv.html Thanks so much for watching and taking time to leave a comment, I appreciate it!
Love this>>> Thank you so much. very simple and clean and clear. You are awesome. So glad I found you.
Thank you so much for the kind feedback! Very glad you found my videos helpful. Thanks for watching!
Very easy to follow. I liked the fact that you were shown in the lower left hand corner with the document on the screen. Nice touch.
Thanks so much for watching! Glad you like my videos. I appreciate you taking time to leave a nice comment. Take care!
EXCELLENT VIDEO!! So easy to follow and it truly saved me from getting a headache!!
Thanks for watching, Debbie! Glad it helped you out!
OMG! I love you!!! Thank you very much! I was looking for how to turn off this restrict editing!
Glad I could help! Thanks so much for watching my videos! 😊
I was literally about to have a breakdown because I could not, for the life of me, figure this out. This video made it so easy I felt silly not knowing how to do this before. Thank you for your expertise!
Hi Jocelyne, I’m so glad to hear you found my videos helpful and you were able to get your work done. Thanks so much for watching!
This was amazing!! Really helped me !!! Time to improve a lot of documents! Thank You!
So very glad to hear you found my videos helpful! Good luck with all your documents. Thanks so much for watching and taking time to leave a comment. I appreciate it!
This was extremely helpful and easy to do. Thanks so much for the lesson!
Glad you found it helpful, Shiann! Thanks for watching!
That was the best and way easier than Wonder Share and it was Free. I love this and wish I had found you a long time ago. Thank you so much!
Thank you so much, Rita! So glad to hear you found this video helpful. Thanks for watching!
Simple and exactly what I needed. I was right there, and just couldn't get to the finish line. Thank you.
Glad to help! Thanks for watching!
This video was so helpful when I searched how to make a form fillable! I have ran into a form with an anchor and that has hung me up! I would also love to know how you got yourself overlaid onto the video like that also! Thanks so much again the video was great!
Hi Carrie! I’m so glad you found the video helpful. If you have a form issue that I may be able to help troubleshoot, feel free to e-mail me more info about your question at: sharon@sharonsmithhr.com. I’ll do my best to help. I film my videos on a green screen and then overlay my desktop as the background. Thank you for taking time to post a comment, and I’m very glad you found this video helpful. If you have not already subscribed to my channel, you can subscribe and click the bell to receive a notification when I post new videos. I have some more fillable forms videos coming out that may answer some of your questions. Thank you for watching!
Love your videos! Would you please let me know the advantages/disadvantages of using Legacy Tools versus the Word Control tools? Also, is there a way to change the default instructional text on every field at the same time rather than individually in Design Mode for Word Controls?
You are a superstar. Thank you so much for your kind help!
Thank you Pankaj! I'm so glad you found this video helpful. I have a few new videos you may also find helpful if you are interested in more videos related to creating fillable forms. Here is one: ua-cam.com/video/n_Ni_fj-158/v-deo.html. Thanks for watching and taking time to leave a comment!
Thank you so much Sharon....I was searching this since long
You are very welcome! So glad you found this helpful. Thanks for watching and taking time to leave a comment, I appreciate it very much!
THIS WAS GREAT!!! I am a teacher doing virtual learning... AWESOME TUTORIAL.
Thank you so much, Joycelyn! That is great to hear, glad you found this video helpful. Thanks for watching my videos!
Thank you, I needed this. You explained it so clearly. Thanks 😊
Hi Jarethea! You are very welcome and I'm glad you found this video helpful! I have a whole playlist with different videos on filling in forms in case you find these others videos helpful: ua-cam.com/play/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv.html Thanks so much for watching and taking time to leave a comment!
thank you are the best ! thanks for explaining how to protect and unprotect the document, other videos failed to do that !
Thank you! So glad you found this video helpful! I appreciate you taking time to leave a comment. Take care!
This video is Brilliant and so well done. Thank you so much, new sub!
Thanks so much for watching and subscribing to my channel! Glad you found my videos helpful!
Very helpful. And her voice is very clear. Keeping doing videos like this. Thanks a lot! :)
Ty so much i didnt even knew that you can do something like this in word
So glad you liked the video. I just uploaded a new video (Part 2) on how to use the content control form fields in case you might find that helpful as well: ua-cam.com/video/n_Ni_fj-158/v-deo.html. Thanks so much for watching!
Best version of building a form video. Thanks!
Thanks, Paul! Great to hear and glad you found my videos helpful. Thanks for watching!
Great job and very helpful. Short, sweet and clear to follow. Thanks,
Glad you found it helpful! Thanks for watching!
You are the best if it becomes to clear explanation! Thank you!!
Thanks for the nice comment, Dirk! Thanks for watching! Glad you found it helpful!
I did this for a conjugation sheet of English verbs for an ESL class. No more having to type the same verb forms over and over. Thanks.
That is awesome! So glad you found my videos helpful. Thanks for watching!
Gosh Im studying Business Admin and have spent all day trying to figure this out. Thankyou so much.
Hi Catherine! I'm so glad this video was helpful for you. Thanks for watching and taking time to leave a comment.
That’s great , very needed and useful. Thank you so much
Glad to help! Thanks for watching!
Thank you Sharon!! God Bless you!!
You are very welcome! Thanks so much for watching and taking time to leave a comment. Take good care!
Thank you very much, this is what I am searching ever.
So glad you found my videos helpful! Thanks so much for watching!
Great delivery of very useful content! Really appreciate you!
Thanks so much! I’m glad you found it helpful!
Thank you for doing this so quickly. I'm so glad I found your video. You made this easy. Thanx again. :-)
So glad you found my videos helpful, Denise! Thanks for watching!
Sharon, big, big, big help!!! Thank you!!!
Glad to help!! Thank you!
Thank you so much for sharing ❤ this is very helpful!
Glad to help! Thanks so much for watching!
Thank you - your videos have been extremely helpful!
You are very welcome, Fiona! Glad to hear you found my videos helpful. Thanks for watching!
Thank you very much! This was easy and to the point!
Hi Roy! Glad you found my video helpful. Thanks for watching and taking time to leave a comment. I really appreciate it!
Thank you very much for taking the time for sharing! 🤩🥰🙋🏻♀️
You are very welcome! I'm glad you found it helpful. Thanks for watching my videos!
Thank you so much for this tutorial.
You are very welcome Ali! I'm so glad you found it helpful. Thank you for watching and taking time to leave a comment. I appreciate it!
Thanks for sharing... this was exactly what I needed.
Glad to hear it, Cherie! Thanks for watching my videos!
Thanks for this quick and helpful video!
You're welcome, Carlita! Glad you found the video helpful. Thanks for watching!
Thanks Sharon! Easy to follow instructions!
Glad you found it helpful! Thanks for watching!
It’s very very helpful just what I was looking for thank you so much¡😊
So glad to help! Thanks for watching!
You just made me look like a PRO to my boss. Thanks! :)
Glad to hear it Courtney, that is Awesome!! Thanks for watching my videos!
Good helpful stuff, Sharon - well explained.
Glad you found it helpful! Thanks for watching!
Excellent video! Thank you!
Glad you found it helpful! Thanks for watching!
thank you so much!! needed this
Glad you found it helpful! Thanks for watching!
I like your video, I just subscribed and look forward to improve my word skills.
Hi Juan! Thanks so much for subscribing to my channel. I'm glad you find my videos helpful. Thanks for watching!
Thank you so much for sharing such a great knowledge
Glad you found it helpful! Thanks for watching and for subscribing to my Channel!
Many thanks for this - I hit a slight snag with starting enforcement of editing restrictions until I found that I needed to save the document as a macro enabled document (i.e.not a standard document) :)
Hi Carol! Glad you were able to work it out. Thanks for watching my videos!
This was a great tutorial. Thank you!
Thank you for watching, Jennifer! I'm so glad you found it helpful.
This was very very helpful! Thank you!
Glad to help! Thanks for watching!
VERY helpful, thank you Sharon!
Very glad to help! Thanks so much for watching, Jonathan!
These are extremely good. Excellent work.
Thanks so much for watching my videos, Scott! I appreciate it!
This is awesome!!! Thank you!!
Thank you so much Joyce!! I really appreciate your kind words. Thanks for watching and taking time to leave a comment. Take care!
Dear Sharon, you have solved my huge problem. huge thanks. Azmat from Pakistan
So glad to hear my videos have helped you. Thanks for watching!
Thank You!
It's really helpful.
You are very welcome! Thanks for watching my videos!
Very helpful thank you so much Sharon
Glad you found it helpful! Thanks for watching!
This was perfect! Thank you
Glad you found it helpful, Tanya! Thanks for watching!
Thank you for this, back in the work world and needed a refresh on how to do this 😂
That is awesome, Jenna! Glad you found my videos helpful. Thanks for watching!
Great Job, very easy to understand, well presented.
Thank you Richard! I'm glad you liked my video. Thanks so much for watching and taking time to leave a comment. Take care!
you saved my life today at work :) You are awesome
That is awesome to hear! So glad I could help you out at work. Thanks for watching my videos!
LIFE SAVER!! THANK YOU
You are very welcome! Glad you found it helpful. Thanks for watching and taking time to leave a comment!
Your channel is great. Thank you.
Thank you, Jay! Glad you find my videos helpful! Thanks for subscribing and watching! I appreciate it!
Thank you so much for this video.
Glad you found it helpful! Thanks so much for watching!
Can’t thank you enough now i have a free fillable invoice fast and easy to use
Glad to help! Thanks for watching my videos!
@@SharonSmith i am really struggling with calculating fields I can’t get them to auto calculate and it’s really annoying that i have to stop protection every time to open them so they calculate on exit please help me sharon
Hi Sharon, your videos are great and very clear to follow. I have a query that I wonder if you can help me with? Using plain text content control in a Word doc (not legacy tools) I would like the text to appear in one colour so the person filling in the form can easily see it and then when they complete the form for the colour to change to the same colour as the rest of the text. I know it's possible as I've inherited a document that does this but can't figure out how it's done! Any help from you or your viewers would be wonderful.
wow excellent video. You just saved me alot of work!
That is great to hear! Thanks so much for watching my videos!
Great vid super easy to follow!
Thanks David! Glad you found it helpful. Thanks so much for watching!
thanks Ms Sharon Smith for Submitting Good sample in Creating this Form.
You are welcome! Thank you for watching my videos!
THANK YOU SHARON!!!!!!
You are very welcome! Thanks for watching!
Thanks Sharon for this very helpful tutorial. Once you have the fillable form save. Can it be saved as a PDF form?
Hi great video! Thank you so much. I have a quick question - I have use the plain text legacy but when I start completing the form the set titles moves as I am filling the form out. How can I lock the titles in place?
Thanks! Very helpful.
You are very welcome, Scott! Thanks for watching!
SO much better than the 1 hour plus nonsense videos. Thanks
Thanks so much for watching! Glad you found it helpful!