6 Simple Steps to Create a Form in Word

Audrey Goodwin

2021-01-28 17:50:47 • Filed to: MS Word Features • Proven solutions

Do you want to create a form in Word and don't know how to start? Here, you will learn how to do this in 6 easy steps. Creating forms in Word, which can be filled out by others, requires that you begin with a template. Then add content controls. These contain things such as text boxes, check boxes, drop-down lists as well as date pickers. The tips are given below on how to create a form in Word only apply to the 2016 and 2013 versions of the software.

Part 1: How to Create a Form in Word
Part 2: How to Create a Form in PDF Documents
Part 3: Advantages of PDF Format

Part 1. How to Create a Form in Word

Below, we will do a walkthrough with you on creating a form in Word that can be filled out by others:

Step 1: Display the "Developer" Section

Go into the "File" tab; then click "Options."
Now, select "Customize Ribbon." And go to the list under "Main Tabs," choose the "Developer" checkbox, and click "OK."

Step 2: Create a Form Template

To avoid wasting time, you should start with a form template and ensure you begin this step with a blank template.

A Form Template: Your Starting Point

Go into the "File" section and click "New."
You will see the "Search online templates" box; here, input the form type you want to create; then click "ENTER."
Select your desired form template and press "Create."

To Start With a Blank Template:

Go into the "File" tab and click "New."
Press the "Blank document."

Step 3: Add Content to This Form

Go into the "Developer" section and click "Design Mode."
You should then insert your desired controls.

It would be best if you inputted a text control in a section in which users can enter text.

Users can format text as italic or bold under a rich text content control; also, they can type multiple paragraphs. If you prefer to limit what users add, you need to input (or better still, insert) the plain text content control.

Click the part in which you want to insert this control.
Go into the "Developer" section and then select "Plain Text Content Control," or "Rich Text Content Control."

Step 4: Set Properties for Content Controls

There are properties you can set/change for all content controls.

Select the content control (picture, date picker, etc.), which you intend changing.
Go into the "Developer" section, click "Properties" to select the properties as you want.

Step 5: Include Instructional Text to Your Form

Do these to customize the default instructional text for users of the form:

Go into the "Developer" section and select "Design Mode."
Click the content control in which you intend to modify the placeholder instructional text.
Effect your desired change in the placeholder text and do the formatting in your preferred style.
Again, go into the "Developer" section and un-tick "Design Mode" to put the design feature off and save your added instructional text.

Step 6: Include Protection to Your Form

This step (use of the command "Restricting Editing") is for limiting the extent at which others can format/edit a form:

Open your form to go to "Home," click "Select and then press CTRL+A.
Go into the "Developer" tab and select "Restrict Editing."

Part 2. How to Create a Form in PDF Documents

After learned how to create a form in Word, you might also interested in how to create a form in PDF documents manually. Just follow the steps:

Step 1. Open PDF

Open your PDF document by click on "Open Files"in the program.

Step 2. Create a Form in PDF File

Click "Form," followed by the "Add Text Field" button. Choose the appropriate file location; then, the checkbox or text field will be added. Select the "Close Form Editing" feature and click the text field; then, start typing directly.

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Part 3. Advantages of PDF Format

PDF, alternatively known as Portable Document Format, is a file format employed in presenting as well as exchanging documents dependably, without the need for software, hardware, or any operating system. PDF: which was invented by Adobe: and Word DOC are both universally accepted formats for documents. However, the former is better than the .doc format when it comes to printing high-quality documents. Also, PDF is the best format for creating online content and archiving files; due to these benefits, the Portable Document Format is extremely popular worldwide. There are various programs for creating and editing PDF files; among the best is PDFelement.

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This software is ideal for creating, annotating, and editing PDF documents. Also, one of its numerous uses is creating fillable PDF forms. With PDFelement, you can create interactive forms. Using a combination of buttons, you can create as well as design form fields in an interactive format with this tool. PDFelement enables you to add checkboxes, text fields, radio buttons, list boxes, combo boxes, as well as buttons for creating a fillable PDF form.