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#1
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Need help creating a fillable templet
I am trying to create a templet for the whole company to use that will allow
everyone to fill in certain information but nothing else. So far I have figured out how to add in the fillable spaces on the form toolbar but its not working out exactly how I want it to. I don't want Word to move the lines around if they type more too many letters in the boxes and I want it to be more professional looking. Any help will be great! Thank You!! |
#2
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See http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm and
especially the forms tutorials by Dian Chapman that this article links to. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Suzen111" wrote in message ... I am trying to create a templet for the whole company to use that will allow everyone to fill in certain information but nothing else. So far I have figured out how to add in the fillable spaces on the form toolbar but its not working out exactly how I want it to. I don't want Word to move the lines around if they type more too many letters in the boxes and I want it to be more professional looking. Any help will be great! Thank You!! |
#3
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Suzanne's link is excellent for info on forms. I saved the info (e-mailed it to myself) for reference. IT's been a long time since I did this sort of thing (I am retired).
However - simply put -- you create your firm as a template - define your form fields and click on the properties button (FORMS toolbar). You will see (upper left) the TYPE (regular text, Number, Date, etc.) - depending on what you select from that list, the Default and format windows will display accordingly. It currently is set for Date. If you had selected regular text, the format would be ALL CAPS, lowercase, Initial Cap, etc. - Under the dropdown list (you can't see it) is another window where you can set the amount of text -- Unlimited, or a set number for characters. For instance, the number could be 15 or 20, etc. I make full use of the "Add Help Text..." and create my own. When the form is actually in use (locked / protected) whatever text you set up for a given field will show up in the bottom lower left status bar. This helps people know what to type in each field. Sort of a reminder. You can accept the default bookmark or call it something you can relate to. I was doing a specific date field on the form I am working on, hence, the name in the window. There is a lot more you can do with it (writing a macro to accompany the action taken), and I used to do that but as I said, it's been awhile and I have to jog my memorie's filing cabinets! G Cynthia -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- I am trying to create a templet for the whole company to use that will allow everyone to fill in certain information but nothing else. So far I have figured out how to add in the fillable spaces on the form toolbar but its not working out exactly how I want it to. I don't want Word to move the lines around if they type more too many letters in the boxes and I want it to be more professional looking. Any help will be great! Thank You!! |
#4
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Please do not post attachments to this newsgroup. Those who are reading the
group through Web forums (which is most users nowadays) will not be able to see them anyway. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Cynthia" wrote in message ... Suzanne's link is excellent for info on forms. I saved the info (e-mailed it to myself) for reference. IT's been a long time since I did this sort of thing (I am retired). However - simply put -- you create your firm as a template - define your form fields and click on the properties button (FORMS toolbar). You will see (upper left) the TYPE (regular text, Number, Date, etc.) - depending on what you select from that list, the Default and format windows will display accordingly. It currently is set for Date. If you had selected regular text, the format would be ALL CAPS, lowercase, Initial Cap, etc. - Under the dropdown list (you can't see it) is another window where you can set the amount of text -- Unlimited, or a set number for characters. For instance, the number could be 15 or 20, etc. I make full use of the "Add Help Text..." and create my own. When the form is actually in use (locked / protected) whatever text you set up for a given field will show up in the bottom lower left status bar. This helps people know what to type in each field. Sort of a reminder. You can accept the default bookmark or call it something you can relate to. I was doing a specific date field on the form I am working on, hence, the name in the window. There is a lot more you can do with it (writing a macro to accompany the action taken), and I used to do that but as I said, it's been awhile and I have to jog my memorie's filing cabinets! G Cynthia ---------------------------------------------------------------------------- ---- ---------------------------------------------------------------------------- ---- I am trying to create a templet for the whole company to use that will allow everyone to fill in certain information but nothing else. So far I have figured out how to add in the fillable spaces on the form toolbar but its not working out exactly how I want it to. I don't want Word to move the lines around if they type more too many letters in the boxes and I want it to be more professional looking. Any help will be great! Thank You!! |
#5
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What you are talking about is what Word calls an "online form." Check this
in help. For more about online forms, follow the links at http://addbalance.com/word/wordwebresources.htm#Forms or http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. And yes, you should save it as a template. Then your users would create new documents based on it rather than "open" it. For more on the different kinds of templates, tabs on the file new dialog, and locations of templates folders see http://addbalance.com/usersguide/templates.htm. Hope this helps, -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Suzen111" wrote in message ... I am trying to create a templet for the whole company to use that will allow everyone to fill in certain information but nothing else. So far I have figured out how to add in the fillable spaces on the form toolbar but its not working out exactly how I want it to. I don't want Word to move the lines around if they type more too many letters in the boxes and I want it to be more professional looking. Any help will be great! Thank You!! |
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