How to make Fillable Form in Microsoft Word

Рет қаралды 1,581,797

Күн бұрын

In this step-by-step tutorial, learn how to create a fillable form using Microsoft Word. Others can fill out your form easily. You can create a form using things like check boxes, text boxes, date pickers, and drop-down lists.
👋 Additional resources:
- Sample Cookie Order Form Word document to follow along: 1drv.ms/w/s!AmxrofZZlZ-whKUxY...
- Completed Sample Cookie Order Form Word document: 1drv.ms/w/s!AmxrofZZlZ-whKUvJ...
⌚ Timestamps
0:00 Introduction
0:47 Example form
1:34 Turn on developer tab on ribbon
2:35 Insert plain text field
4:00 Insert check boxes
4:57 Combo box drop down
6:37 Drop-down list
7:46 Date picker
8:19 Picture picker
8:50 Rich text field
10:04 Restrict editing
10:50 Final form
11:22 Wrap up
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#word #microsoftword

Пікірлер: 1 200

@KevinStratvert 3 жыл бұрын

Here's a follow-up video that shows how you can take form data on hundreds of Word forms and consolidate it into Excel (or any other app) using Power Automate Desktop: kzfaq.info/get/bejne/f7ePftNzqJ7Kp6M.html

@markjacobson9532 3 жыл бұрын

Kevin, when I apply the restrictions to editing, the rich text feature turns off and it is not possible to change font colour etc. FYI i have not ticked formatting restrictions. Any advice on this?

@geraldmarco 3 жыл бұрын

Hello @Kevin Stratvert, when I start protecting the document into a fillable form, I cannot use subscript and superscript function. Is there any way I can activate it?

@nickyhayward-wright3887 2 жыл бұрын

@@markjacobson9532 this has been bugging me also and I have found a solution - grouping. Select all content (CTRL+A), then in Developer > Control section select Group. To make any updates Ungroup.

@chanellemurphy3322 2 жыл бұрын

Hi there Kevin, is it possible to add an electronic signature field in this form?

@mimihiwot2919 2 жыл бұрын

@missmb4798 3 жыл бұрын

I have NEVER had ANYBODY explain Word as easily as you have, Kevin. You’re a Godsend! Thank you!

@jsciusco 2 жыл бұрын

same

@ruthrobertsmclc3134 2 жыл бұрын

I could not agree more. I was able to complete by the end of the video. I just stopped the video, did what he said and moved on. Awesome!

@Exiled78 2 жыл бұрын

He truly is! In fact whenever I'm stucked with something I'll just jump in here and look for a tutorial from Kevin!

@morganaitchison8041 Жыл бұрын

Absolutely! This was a fantastic tutorial!

@LongTimeTTFan 3 жыл бұрын

Clear instruction. Straight to the point. No time wasted. Good demonstration of the steps. Thanks a lot.

@jennyc5100 13 күн бұрын

THNAK YOU! I have been paying freelancers to do this. I've had lots of issues with them following basic instructions, so this is a GOD-SEND!

@marksoucy8806 2 жыл бұрын

This is extremely helpful! Much easier to use than other document form makers. Thank you, Kevin.

@ericajohnson6650 Жыл бұрын

Every time I need a tutorial on anything tech related, I find myself drawn to all of your tutorials on KZfaq. All of them are very comprehensive, informative and easy to follow. Bravo Kevin Stratvert!

@danaanderson1500 4 ай бұрын

Ditto!

@Anisabell2 3 жыл бұрын

As always, an amazing tutorial, filled with great tips and insights. Congrats Kevin 😎 Now, can you do one linked/stored to/in a database? That would be also really helpful.

@mattstrahl3630 3 жыл бұрын

Thanks for a great short video. I was trying to make a form for school. I have not had to do this in years and Word has changed so much since the last time I made a form. Super easy, clear, and helpful

@jennyl2296 2 жыл бұрын

Exactly what I needed for a task for my team. Thank you! I really appreciate the clear directions and easy to follow format!

@bluebee29 3 жыл бұрын

This was EXTREMELY useful! I recently had to learn how to make fillable checkboxes, but I didn't know we could do much more! Thanks, Kevin!

@mcpstechnologyinformations6297 3 жыл бұрын

Great job, Kevin. Reminder to people creating their forms: edit the default text that appears on the form so that consumers of the form will know what options they have. Trust me, if you don't you'll get all sorts of people typing in all sorts of responses. Great option if you don't have Adobe Pro to create fillable forms and don't want to use Microsoft Forms.

@reigncloud6674 Ай бұрын

Hey you're a great teacher!!! I started following you. Easy to follow. Thanks for sharing

@srilakshmia3443 7 сағат бұрын

Thank you for explaining this very well!

@philharris53 3 жыл бұрын

Thanks for going over this. It would be really good to see how to take the form and populate data to a sql server table. I'd love to see how that's done.

@ktraschko6553 3 жыл бұрын

This is what I spent a huge chunk of yesterday working on! Perfect timing. Gonna go refine my form now.

@cynthiaslagter2666 3 жыл бұрын

I had gotten about halfway trying to figure this out on my own, but Kevin helps me take it to the finish line and avoid embarrassing errors. Thanks, Kevin!!

@vijaypathak9069 3 ай бұрын

Hi Kevin, really very helpful video showing step by step. You are a great man!!! Saved lot of time! Wishing you a all the best for all your future endeavors!!

@annesoftwehr2872 3 жыл бұрын

What‘s your secret to knowing what everybody with slightly more advanced IT skills needs to know? You are in people‘s brains!

@TylerStanczak 3 жыл бұрын

Another thing I had no idea that was possible until now. Thanks Kevin. :)

@kohinoorakterpopy7388 3 жыл бұрын

hey you can also use this in PowerPoint its grate idea for your channel too

@TylerStanczak 3 жыл бұрын

@@kohinoorakterpopy7388 very true :)

@michelesnursingchannel-wha3548 2 жыл бұрын

I learned a lot in a very short period of time. Best tutorial on the subject I found. Thanks Kevin!

@troyneale4521 Ай бұрын

Thanks for your content. Very simple to understand.

@Mamber2484 3 жыл бұрын

Loving your work Kevin. You are reaching super-star status in our Ops Team!

@nemiesanjuan6535 3 жыл бұрын

Hi Kevin thank you for sharing this great tutorial, I've been using word for more than 10 years now and this is the first time I have seen this features. No wonder Amazon and Microsoft is fighting for you. More power to you.

@dreamofmine 3 жыл бұрын

Thank You Thank You Thank You!! You have a great pace for following along and I appreciate your explanations that are done quickly and not drawn out. You are a great coach.

@sallythomas8804 Жыл бұрын

Thank you! Some follow-up questions/requests: (1) How do insert a scroll bar - would love to see an advanced session on that and (2) an automated process consuming/streamlining the data after the form is complete, like the database you mention at the beginning of the video. Appreciate your help - you're terrific.

@JCtheMusicMan_ 3 жыл бұрын

Kevin, any chance you will do a tutorial on connecting the form to a database? Love your tutorials. You make the seemingly complex easy!

@q8386 3 жыл бұрын

i was just going to ask that...You beat me to it! :)

@petherlager6202 3 жыл бұрын

Teresa, please DO!!

@g13mende 3 жыл бұрын

same here! looking forward to that connecting to a database video

@glenbrown6917 3 жыл бұрын

Yes, please do

@harkisingh 3 жыл бұрын

Yes yes!!

@thegallolife 3 жыл бұрын

Great instruction! I've been struggling with fillable PDF forms and this is much better. Thank you! Hey, this cookie company is going to be a "Big Deal."

@tutsecret499 Жыл бұрын

Thank you. I have a test for a job and I am refreshing my skills.

@ksltechnology 9 ай бұрын

I have NEVER had ANYBODY explain Word as easily as you have, KevinStratvert. You’re a Godsend! Thank !

@michaelmelissa3567 3 жыл бұрын

Hi Kevin! Fantastic video, I easily followed the steps and quickly created the form I needed - Thank you! The only problem I've come across is that although the locked form works perfectly on the laptop, as soon as I open it on a tablet or phone, the fillable fields no longer work. I need staff to access these forms on their devices so any advice you have on how to fix this would be greatly appreciated. Thanks again for the brilliant tutorial Kevin! :)

@deannaloterzo1741 2 жыл бұрын

Hi Kevin :) Thanks so much for your REALLY informative and easy-to-understand instructions! I'm a newbie to form-making, and am having a few problems...hope you can help. I've created a form using word & text boxes, then added various fields per your guidelines. But, during the practice run, the text box outline appears each place I want to fill in data, even though I have deleted the text box outline option. This doesn't happen when you are filling the form on your vid. Can you please help? AND the cursor does not automatically move to the next question, it moves 2/3 questions down the page.... Huge thanks

@turtlecheese8 Жыл бұрын

After messing with making PDFs and the nightmare that, this video is worth it's (digital) weight in gold. Thank you!

@sengtan4733 10 ай бұрын

Kevin, many thanks for sharing your knowledge

@pambr2 3 жыл бұрын

Short, sweet and to the point! I'd love to know how to make the boxes only able to expand down and not sideways as people add text longer than the box. When it is added, the box expands down and sideways messing up cell size formatting.

@sragul 3 жыл бұрын

Need to store this in a database, please do it for us... Especially in a excel file in network location

@RofaielRezqallah 3 жыл бұрын

@rapunzelflynn2468 3 жыл бұрын

@mdtaylor2274 3 жыл бұрын

I'd love to see this happen too. But it looks like Kevin never replies to his comments...

@k.c1126 3 жыл бұрын

@@mdtaylor2274 If you ask for a video in the comments, Kevin's reply is generally the video.

@eissa247 Жыл бұрын

You and your channel taught me something; keep up the good job.

@alanjames5262 2 жыл бұрын

Absolutely BRILLIANT. I have searched high and low for this information

@mjweber64 3 жыл бұрын

Hi Kevin, love your videos! One question about this one: it is all clear how to create this form. There is one situation where I would like to print a form with some fields left empty (so the default text is still in the field). Is it possible that the default text (click here...) is NOT printed? That would be handy! Thanks in advance!

@salmonnella4930 3 жыл бұрын

I would love to see how to create tables right from the start as I always have trouble editing tables in MicroSoft Word.

@brandimills585 3 жыл бұрын

me too!

@d.h.5 Жыл бұрын

Wow, who knew!! This is great information AND explanation! Thanks Kevin.

@cheryleastman5228 Жыл бұрын

Kevin you explained everything PERFECTLY! Thank you

@alanhill6852 3 жыл бұрын

Great tutorial as always. I’m on a Mac and I don’t get all the tools when I install the developer ribbon. Am I missing something or does Mac not have the same level of functionality? Thank you!

@sgoleaner 2 жыл бұрын

Same problem. When I add a Combo box the dropdown arrow doesn't actually appear and there's no option for a Dropdown List

@mikethemechanics4964 3 жыл бұрын

Are these functions available in Excel? Would really like to use it to record some student work & the worksheet format would work out better

@jean1051 Жыл бұрын

Super helpful. Short and to the point.

@flagamanman Жыл бұрын

Thank you Kevin I have tried populating a combo box for the last two days, now I know, thank you

@jamesalexander4411 3 жыл бұрын

Hi Kevin, great tutorial thank you. I have a couple of questions. 1. If I save this Word document in Adobe PDF will the selection fields work? 2. Is it possible to create a template for writing reports in Word using elements you discuss in your tutorial. For example, my client produces monthly Political Country Briefing reports and is looking to standardise the templates to keep them consistent. I'm looking to create fields for researcher/analysts to type their research into specified text boxes and to upload images and charts into specific areas of the template. I look forward to hearing from you.

@gordonresquer4604 2 жыл бұрын

Have you rec’d a reply from Kevin? I too had that question when he spoke of distributing the form

@jamesalexander4411 2 жыл бұрын

@@gordonresquer4604 No, he didn't reply.

@janetk8948 2 жыл бұрын

Thank you so much. Volunteering with non-profit and our applicants are always messing with our form - this will make it so much easier!!!

@MsBiz888 Жыл бұрын

Kevin, I love your channel. You are straight to the point, concise, and easy to understand. You have the best tutorial vids 🙂 Thank you so much for sharing your knowledge.

@stefanh13 3 жыл бұрын

How are these kind of forms distributed best? As document or as template?

@clinthamada4872 3 жыл бұрын

Thanks Kevin! Is there any way to do this on a Mac as well, or is it only available for PC?

@andreamckenzie1895 2 жыл бұрын

I just found it! Go to "Word" (like you would to quit program) then "Preferences" and I had "Ribbon and Toolbar" under "Authoring and Proofreading Tools"

@latinbeeut 5 ай бұрын

Love this video! Super easy to follow. Thanks!

@johnholland5691 2 ай бұрын

Excellent video, just what I needed to fix my non-fillable version.

@BHARATHAJAY1026 3 жыл бұрын

Kevin sir tq for this video. My small doubt is shall we export this document to pdf and fill the form in pdf document? Pl clarify sir

@cyber4eyes766 2 жыл бұрын

In general, a PDF form is much better than a Word form. Word forms rarely meet accessibility criteria (for use by someone with a disability) even when Word's accessibility checker seems to "pass" the doc. When you export to a PDF, Word form fields do NOT get converted. To avoid a lot of PDF editing "clean up," export to PDF from a source Word doc that has NO form fields but allows spacing. You have to manually add form fields and set each's properties using a PDF editor.

@yvonnemoris2653 3 жыл бұрын

can we use microsoft office/docs cellphone application (ios/android) to answer the fillable form?

@marcianatan4715 3 жыл бұрын

Thanks

@k.c1126 3 жыл бұрын

Thanks, Kevin. I'm using this today to create a fillable form and will update this comment AFTER my clients have returned it .... lol ... **UPDATE**: So I got feedback on the form, and I found that while the text boxes worked fine, the drop-down controls didn't open for about half of the people who tried to use the form. Additionally documents with protected fields are not accessible in MS Word online (not sure why) so whoever you send the form to has to download it. Otherwise this worked well for my needs in the context. I will try this again without the drop-downs and with an unprotected file to see if I can get it to work online.

@querrythis 3 жыл бұрын

I always defaulted to Access for forms. You make it so easy and understandable. Most importantly, you take your time. Thanks again Kevin.

@kohinoorakterpopy7388 3 жыл бұрын

Kevin how you publish this tho, and also how can you gather data from this form. how to connect with database

@peterwilliams942 3 жыл бұрын

I’ve tried this before but it was incompatible with my customers using Word on Apple computers!

@annaashworth1695 3 жыл бұрын

Hi Peter I have a mac and I found it in Preferences edit toolbar :)

@user-db4ht7bu8x Жыл бұрын

Kevin, I can't thank you enough - you explain in such easy terms. I have learned a lot from you. Thank you.

@booth2710 Жыл бұрын

This is great. I have been tasked to do some forms for work that the team can use. I did this once before about 15 years ago on the older version of word. I have not done it again so now lost the knack of it. This tutorial is really going to help me. I'll have to watch it 2 or three times for it to sink in but it's just what I need to get sorted !

@Dexwin09 Жыл бұрын

MVP, better than these forum guides.

@ToniOstrowski Жыл бұрын

Thank you for this easy-to-understand tutorial. BTW, I love the delivery methods available for the Kevin Cookie Company.

@faridoonts 6 ай бұрын

Kevin is the MASTER of Microsoft Services. Done! No questions asked!

@_lady_plant_mum_ 2 жыл бұрын

Hi Kevin, thank you for all your videos. I'm a teacher and throughout this year, your videos have helped me upskill (since it's necessary for teachers to be tech-aware (if not savvy) in this current situation. All the best to you. :) Regards from Down Under.

@valerielee866 2 ай бұрын

Kevin, this was exceptionally perfect and hilarious! I wish you the best of luck with your cookie company and all the pigeons you will have on standby to deliver them.

@catherinemaybrey7562 3 жыл бұрын

This was exactly what I needed. Thanks so much for a clear explanation. Can't wait to get started!

@tamishamckenzie4590 Жыл бұрын

Great instructions! I was able to create a site visit review form needed for my job. Thank you!

@Vermontique Жыл бұрын

Best 12 minutes spent, Great explanations of creating a fillable forms. Thank you,

@davidbrown3213 2 жыл бұрын

Kevin makes Word funny, but most importantly, easy to follow. I completed my document by the end of the video!

@dieterdvorak4394 2 жыл бұрын

Best technical KZfaq instruction video EVER!, 👏👏👏👏👏👏👏 thank you 🙏

@imanimarley-husbands8767 2 жыл бұрын

This was awesome. I had a little trouble initially, as my Mac did not have the ribbon icon; so I jumped on my Dell and all was right with the world. You Rock!!

@shahnaazsharif2213 2 жыл бұрын

Thank you Kevin. The best explanations in the use of all Microsoft programs such as Word, One note and all others. God bless you. Took me one hour to learn but it was worth every minute. You are the best.

@carlsimmons7116 3 жыл бұрын

OMG! Thank you! I have been wanting to learn this for sometime but always asked someone but you made it so simple. I am following you now!

@mynameisrezza Жыл бұрын

Okay! Enough! Spent time digging deeply into the functionality of Ms. Word, What a Great Miracle! Super thank you!

@quocvietha5151 4 ай бұрын

Short, concise and precise:THANK YOU!

@jointheirsoutreachministry8779 Жыл бұрын

Mr. Kevin, I deeply appreciate this video. It was quick and did not waste a lot of time with other talk. I will begin using this new knowledge immediately! Thank You

@stevenenglish6986 2 жыл бұрын

I came here because your tutorials were very helpful on an Excel assignment I was working on in college and I was unable to find a tutorial on dynamically expanding text fields with Acrobat without the need of third party software. My principal was a little disappointed with Acrobat but after Excel course I figured Microsoft would have to have something. Microsoft did and you present the tutorial very well. I've hit that subscribe and at the point of just adding your KZfaq channel link as a response for any how to question for Microsoft. Well done sir.👍

@mrs.godfrey1714 2 жыл бұрын

Thank you so much! Your instructions are easy to follow.

@arielblunzaga7496 2 жыл бұрын

I love you Kevin, you are always very helpful. Thanks a lot.

@wordinplaywithkarenhodgeth5605 2 жыл бұрын

Excellent instructions! Thank you!!

@princessradebe8920 Жыл бұрын

really like all your videos, we explain in details that one understand the concept.

@yourtempassist8382 Жыл бұрын

Thanks so much for your tutorials Kevin, they really help!

@caitrionahiggins5109 Жыл бұрын

Thanks Very Helpful. Ready to make my form now. Perfect length of video. Not too long!

@haljoful Жыл бұрын

Your teachings are so wonderful and clear to learn. Thank you for your teachings. God Bless!

@reigncloud6674 Ай бұрын

And the fact that you gave us the document follow along !! Brilliant

@artist6135 3 жыл бұрын

Holy smokes Kevin!! I loved this tutorial!! I had no idea I could do this in word!! Keep up the great work!!! I appreciate your channel!

@katharina... Жыл бұрын

I wish I could give this video a thousand likes! Thanks very much for making and sharing it 👍

@DinaCarrington Жыл бұрын

THANKS SO MUCH and yes I yelled that lol but i have been trying for 2 weeks to do this. Then I meditated and your video popped up!

@ksmrlptn Ай бұрын

This is what I'm looking, glad I found it! thanks, it's a big help.

@delawareddc87 Жыл бұрын

Explained everything very well easy to follow along.. Thank you

@healthyb9115 Жыл бұрын

One of the best online tutorials I have seen. Well done and thankyou.

@413johnw 3 жыл бұрын

I thought this was very clear, straightforward and helpful. Thank you for making this video.

@GoNavyOldNavy Жыл бұрын

Just wanted to thank you for your content, I often use your videos when I am trying to sort our problems in Microsoft.

@seanmcnicholl1359 Жыл бұрын

This is a really good video. This presenter came prepared, knows what to say, is very confident and decisive, understands the learner's level. I'll be looking for more of his tutorials.

@katiemurphy5437 Жыл бұрын

I do keep coming back to this site for easy to understand tutorials. Thanks for all the great work.

@dougsmith8104 Жыл бұрын

Thank you very much for this video. I especially appreciate the direction on how to activate the Developer tab... other videos/instructions online assumed this and I felt hung up from the start so it was very much appreciated that you took the time to explain this early and critical step. Even making the sample document you used in the video was so helpful. Thanks again.

@nisarkermali132 6 ай бұрын

Kevin, you are an excellent “Professor”. Your explanation method is superb with easy to understand English and in very clear voice. Thank you for your knowledgeable videos. ❤