Word: Forms in Depth (Microsoft 365)
1h 6mIntermediate2023-05-16
Authors
Jess Stratton
LinkedIn Learning Staff Author, Tech Consultant
Course details
We’re a quarter of the way through the 21st century—do we still need to print out forms, fill them out, and mail/fax/scan them? With Microsoft Word, creating fill-in forms to email to clients, customers, and your team can be quick, easy, and even fun. In this course, learn how to produce electronic forms that are visually pleasing and easy to navigate. Instructor Jess Stratton covers designing a form; capturing data effectively with dropdown lists, date pickers, and check boxes; and adding controls for repeating data using the Content Control Toolkit. The course also includes tutorials on testing, protecting, and distributing forms.
Skills covered
FormsInteractive Web ContentWord ProcessingMicrosoft WordWeb DesignBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Create forms you can complete in Word
1. Set Up the Word Document
- 02 - Enable the Developer tab
- 03 - Start with an existing template
- 04 - Create a layout with tables
- 05 - Format and finalize your table
2. Add Form Elements
- 06 - Insert a text and rich text control
- 07 - Insert a combo and dropdown box
- 08 - Insert and format a date control
- 09 - Insert and format a checkbox
- 10 - Add additional data with a repeating section
3. Deploy the Form
- 11 - Polish the form with Design mode
- 12 - Protect the form from being edited
- 13 - Save the form as a template
4. Extend the Functionality of Forms
- 14 - Create Quick Parts to store formatted text
- 15 - Use building block forms to create documents
- 16 - Share forms with coworkers
Conclusion
- 17 - Keep learning