Creating Forms and Templates

Advanced Training for Microsoft Word 2002

Creating a Form Document

1	To display the Forms toolbar, click the View menu, point to Toolbars, and then click Forms.
2	To specify where you want to insert a form field, click once below the scroll box on the vertical scroll bar, and then click the empty space just below Please enter the date of your visit.
3	To insert a text form field here, on the Forms toolbar, click the Text Form Field button.
4	Notice that the new field is shaded, to show users where to enter their response. To begin modifying the text form field, on the Forms toolbar, click the Form Field Options button.
5	To change the text form field to a Date type field, in the Text Form Field Options dialog box, click the Type arrow, and then click Date.
6	To select a date format, click the Date format arrow, click MMMM d, yyyy, and then click OK.
7	To specify the location of the next form field to insert, click once below the scroll box on the scroll bar and click in the blank space just below the word Comments.
8	To insert a text form field here, on the Forms toolbar, click the Text Form Field button.
9	To specify the location of a check box form field, click once above the scroll box on the scroll bar, click to the right of Seeds, and then press the TAB key.
10	To insert a check box form field here, on the Forms toolbar, click the Check Box Form Field button.
11	To begin changing the size of the check box, on the Forms toolbar, click the Form Field Options button.
12	In the Check Box Form Field Options dialog box, in the Check box size area, click Exactly, type 12, and then click OK.
13	To copy the selected check box, press and hold down the CTRL key, point to the check box, press and hold down the left mouse button, drag downwards to the next line, and release the mouse button and CTRL key.
14	To specify the location of a drop-down form field to insert, click just to the right of Store Cleanliness, and then press the TAB key.
15	To insert a drop-down form field here, on the Forms toolbar, click the Drop-Down Form Field button.
16	To begin adding items to the drop-down form field, on the Forms toolbar, click the Form Field Options button.
17	In the Drop-Down Form Field Options dialog box, in the Drop-down item box, type Very Satisfied, and then click Add.
18	To close the Drop-Down Form Field Options dialog box and return to the document, click OK.
19	Notice that the drop-down form field is selected and the first entry, Very Satisfied, shows as the default selection. To copy this form field, on the Standard toolbar, click the Copy button.
20	Click to the right of Employee Helpfulness, press the TAB key, and then on the Standard toolbar, click the Paste button.

Modifying and Using a Form Document

1	To begin formatting a text field in a form document, click the text form field (shaded area) below Please enter the date of your visit.
2	To add an outside border to this field, on the Formatting toolbar, click the Border arrow and then click the Outside Border option (top row, first square from the left).
3	To deselect the text form field, and view the new border, click to the immediate right of the selected form field.
4	To change the default value of a check box, under Did we have what you were looking for? double-click the check box next to Yes.
5	To set this check box to appear checked by default, in the Check Box Form Field Options dialog box, in the Default value area, click Checked, and then click OK.
6	To begin modifying a drop-down list, at the bottom of the document, double-click the drop-down form field to the right of Store Cleanliness.
7	To remove an item from the drop-down list, in the Drop-Down Form Field Options dialog box, in the Items in drop-down list box, click Mildly Dissatisfied, and then click Remove.
8	To edit and reinsert the item you've removed, in the Drop-down item box, double-click the word Mildly, type Somewhat, and then click Add.
9	To move Somewhat Dissatisfied up one place in the list, click the Move Up button, and then click OK.
10	To begin inserting a frame around a text form field, click once below the scroll box on the vertical scroll bar and click the text form field below Comments:.
11	On the Forms toolbar, click the Insert Frame button.
12	To move the text form field, point to the shaded bottom edge of the text box, press and hold down the mouse button, drag the box down about a quarter-inch, and release the mouse button.
13	To resize the text form field, point to the lower-right selection handle, press and hold down the mouse button, drag down and to the right until the box is about an inch high and aligns with the right edge of the drop-down form fields above it.
14	Notice that shading appears in all form fields by default. To remove shading from all form fields, on the Forms toolbar, click the Form Field Shading button.
15	To make the form fields active but prevent users from accidentally changing the form as they fill it in, on the Forms toolbar, click the Protect Form button.
16	To begin filling out the form, click once above the scroll box on the scroll bar, and click the form field below Please enter the date of your visit.
17	Type 8/15/03, and then press the TAB key.
18	Working top to bottom, click to insert a check mark in each of the check boxes below Types of items purchased.
19	To change existing check box selections, at the bottom of the vertical scroll bar, click the scroll arrow once.
20	Under Did we have what you were looking for, click the Yes check box to clear it, and then click the No check box to insert a check mark.
21	To begin selecting items from a drop-down list, click once below the scroll box on the vertical scroll bar.
22	To the right of Store Cleanliness, click the text Very Satisfied, and in the drop-down list, click Somewhat Satisfied.
23	To begin typing a comment in a text form field, click in the left end of the Comments form field, and then type I need.
24	To unprotect the form, on the Forms toolbar, click the Protect Form button.
25	To clear the form fields you have just filled in, on the Forms toolbar, click the Reset Form Fields button.
26	To protect the form using a password, click the Tools menu and then click Protect Document...
27	In the Protect Document dialog box, under Protect document for, notice that Forms is selected. In the Password box, type garden and then click OK.
28	In the Confirm Password dialog box, in the Reenter password to open box, type the password garden again, and then click OK.
29	To unprotect the form so that changes can be made to it, on the Forms toolbar, click the Protect Form button.
30	In the Unprotect Document dialog box, type the password garden, and then click OK.

Using Styles and Templates

1	To display the Styles and Formatting task pane, click the Format menu and then click Styles and Formatting...
2	To begin creating a custom style, in the document window, click to the immediate right of the word Customer in the document heading.
3	In the Styles and Formatting task pane, in the Formatting of selected text section, click Select All, and then click New Style.
4	To name your style, in the New Style dialog box, in the Name field, type Survey Heading.
5	To change the font size for the new style, under Formatting, click the Font Size arrow, and then click 16.
6	To change the font color for the new style, click the Font Color arrow, and then click the Green square (2nd row, 4th square from left) on the color palette.
7	To save the style, click OK.
8	To apply this style to the selected text, in the Styles and Formatting task pane, under Pick formatting to apply, click Survey Heading.
9	To deselect the text and view the formatting changes in the document, click the blank area to the right of the selected text.
10	To select a paragraph, point to the left of Thank in the first full paragraph, hold down the mouse button, drag the pointer to the end of the paragraph, and release the mouse button.
11	To apply a built-in style to the selected paragraph, in the Styles and Formatting task pane, under Pick formatting to apply, click Italic.
12	To close the Styles and Formatting task pane, click the Close button at the top of the task pane.
13	To save this form as a template, click the File menu and then click Save As...
14	In the Save As dialog box, in the File name box, type SurveyTemplate.
15	Click the Save as type arrow, and then click Document Template.
16	Notice that templates are stored by default in your Templates folder. To change the location for saving this template, on the Places bar at left, click My Documents.
17	In the My Documents folder list, double-click The Garden Company folder, double-click the Forms folder, and then click Save.