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Starting with a template, you can add content controls and instructional text in Microsoft Office Word 2007 to quickly and easily create a form that you can send to others to fill out using Office Word 2007 on their computer !n an ad"anced scenario, any content controls that you add to a form can also #e linked to data
$ou can also create a form #y starting with a sample template Many are a"aila#le on the Microsoft Office Online We# site
NOTE
$ou can print a form that was created #y using content controls in Office Word 2007, #ut the #oxes around
Create a form
Step 1: Set up Word for creating forms
' %lick the Microsoft Office Button , and then click Word Options
%lick opu!ar
Select the Show "e#e!oper ta$ in the %i$$on check #ox, and then click O&
*ou#le+click Norma!, and then click Temp!ate or "ocument under Create New
!n the Sa#e (s dialog #ox, gi"e the new template or document a file name, and then click Sa#e
On the "e#e!oper ta#, in the Contro!s group, click "esign Mode, and then click where you want to insert a control
*nsert a drop,down !ist that restricts a#ai!a$!e choices to those you specify
' On the "e#e!oper ta#, in the Contro!s group, click the "rop,"own -ist control
Select the content control, and then on the "e#e!oper ta#, in the Contro!s group, click roperties
/ype a choice in the "isp!ay Name #ox, such as .es, No, or May$e
0epeat this step until all of the choices are in the drop+down list
'
/o customi3e the default instructional text for your form users, do the following.
'
%lick the content control where you want to re"ise the placeholder instructional text
1dit the placeholder text and format it any way you want
!f you want the content control to disappear when someone types in their own content to replace your instructions in a 0ich /ext control or a /ext control, click roperties in the Contro!s group, and then select the %emo#e content contro! when contents are edited check #ox
On the "e#e!oper ta#, in the Contro!s group, click "esign Mode to turn off the design feature and sa"e the instructional text
NOTE
*o not select the Contents cannot $e edited check #ox if you want form users to replace the instructional
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!f you want, you can test the form prior to distri#uting it Open the form, fill it out as the user would, and then sa"e
Select the content control or the group of controls to which you want to restrict changes
/o group se"eral controls, select the controls #y pressing S4!2/ and clicking each control that you want to group On the "e#e!oper ta#, in the Contro!s group, click 1roup, and then click 1roup
!n the Content Contro! roperties dialog #ox, under -oc2ing, do either of the following.
Select the Content contro! cannot $e de!eted check #ox, which allows the content of the control to #e edited #ut the control itself cannot #e deleted from the template or a document that is #ased on the template
Select the Contents cannot $e edited check #ox, which allows you to delete the control #ut does not allow you to edit the content in the control
NOTE
On the "e#e!oper ta#, in the rotect group, click rotect "ocument, and then click %estrict 3ormatting and Editing
!n the rotect "ocument task pane, under Editing restrictions, select the (!!ow on!y this type of editing in the document check #ox
/o assign a password to the document so that only re"iewers who know the password can remo"e the protection, type a password in the Enter new password 5optiona!6 #ox, and then confirm the password
*M O%T(NT
!f you choose not to use a password, anyone can change your editing restrictions
)se strong passwords that com#ine uppercase and lowercase letters, num#ers, and sym#ols Weak passwords don6t mix these elements Strong password. $5dh7et- Weak password. 4ouse27 &asswords should #e 8 or more characters in length 9 pass phrase that uses ', or more characters is #etter 2or more information, see 4elp protect your personal information with strong passwords
!t is critical that you remem#er your password !f you forget your password, Microsoft cannot retrie"e it Store the passwords that you write down in a secure place away from the information that they help protect
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