How To Create Forms That Users Complete Or Print In Word For Mac

The recipient could then complete the form on his or her computer and return it to you. Here are some pointers to how to create a form using Word 2011 and 2016 By default Word’s Form Control features are hidden. A desk top - Answered by a verified Mac Support Specialist We use cookies to give you the best possible experience on our website. By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them.

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Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options. In this context interactive forms can be programmed so that the user can only tick/check one (known as a radio button as distinct from check-boxes), or presented with the options in a drop-down menu from which the user can only select one. When designing forms make sure the response mechanism is appropriate to each question.

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In the example form, I used plain text. • Repeat for each target fill-in location and type. Basic form with fill-in plain text and checkbox content controls Restrict Editing — Filling in forms As with any form, a Word content control form is supposed to maintain 'form.' You want the form user to input information is the spaces provided, and not be able to alter other content or your form layout. There are a couple of ways that you can do this with content control forms. Unfortunately, as with legacy forms, there is no perfect, ideal method and each has its advantages and disadvantages.

Make sure to check the Allow only this type of editing in the document box. Click Yes, Start Enforcing Protection and then enter a password if you like.

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If your file is not sized to match the book you'll be creating, you'll experience content distortion after uploading your file. To verify and adjust the page size: • Go to File>Page Setup • If the Paper Size drop down displays a preset Word page size or one you've created, simply verify that the size is correct for the entire document • If the Paper Size drop down shows Untitled or Custom, click on the drop down and select Manage Custom Sizes • In the Custom Sizes menu, click the '+' button to add a new size - this new size must have the page dimensions set and a title added. DO NOT use Untitled or Custom • Ensure that the settings are being applied to the whole document • Click Okay This creates a Page Size Profile. Now when you export or Save As to create a PDF, the page size will be retained. If you do not create a page size profile in Word, the PDF you create may be resized to the default size (generally 8.5x11). Review PDF Specifications. Please Note: Using Microsoft Word for Mac to create a PDF utilizes Mac's Quartz PDF creator, which can cause issues with printing.

If a simple form like the one demonstrated above is all that you are after, then you don't need to read on. If a simple form like the one demonstrated is all content control forms can offer, then I wouldn't bother writing on. I've not shown you anything, yet, that you can't do with legacy form fields! In fact, a content control form developed to the point demonstrated has several nagging shortcomings, and one serious design flaw. External keyboard for macbook pro. • Unlike with legacy forms, the tabbing sequence is not a continuous loop.

The converted documents are usually of high quality, with PDF Creator ensuring your documents retain their original formatting. Convert Word to PDF on Mac with Office Step 1. Open a Word File Open the Word file on your Mac using the appropriate Microsoft Office program, which in this case is Word. Click the 'File' button on the top menu, and select the 'Save As' button. Save Word as PDF In the pop-up window, select 'PDF' as the format to save to. And that is how you convert a word document to PDF on Mac with Office.

In fact, now you can add an online image by doing a Bing search. However, you can't do it in the Mac Client. I'm going to show you a workaround for that. With a few extra clicks, we can save this document to OneDrive, open it in the Word Online version, in which we can add an online image, and then edit it back in the Desktop Client.

Again, for a summary and complete listing of my tips on these applications and others related to content controls see:. So that's it! I hope you have found this tips page useful and informative.

Click the Add button to create options for a drop-down menu or combo box. • Combo box: Like a drop-down list, a combo box “drops” to reveal choices. However, as well as choosing an option on the drop-down list, data-entry clerks can enter information in the box. Click the Combo Box Content Control button and then the Properties button. In the Content Control Properties dialog box, enter option names the same way you enter them in a drop-down list. • Date picker: A date picker is a mini-calendar from which data-entry clerks can enter a date. Click the Date Picker Content Control button and then the Properties button.

Also be sure to select the Optimization for best printing (Standard) To print to a PDF from Word (PC): The other option is to print direct to PDF. This allows you to apply our Job Options and helps ensure that the file can be made print ready. Please Note: Print to PDF using Lulu's Job Options will only be available if your PC has Adobe Pro and/or Adobe Distiller installed. • From the File menu, select Print and Adobe PDF from the drop down menu • Select the Printer Properties for Adobe PDF. Be sure that the Default Settings are using Lulu's Job Options and that the Adobe PDF Page Size is correct The PDF will be created using Lulu's Job Option specifications. Creating a PDF using our specifications will embed fonts and apply basic presets for making your file print ready.

Input forms are a good way to guide users and control input. Most of the time, you'll use them to generate routine forms, where the user supplies information to complete some process. This article will show your users how to create these input forms using content controls themselves — removing you from the loop! Most input forms don't require any code or specialized knowledge beyond choosing the best control for the job. Word 2007 introduced content controls, which replace form fields in earlier versions. Although you can use 2003 form fields to collect data, they're a more complex tool and not interchangeable with content control behaviors.

You can save the template anywhere you like, but this is the easiest route. Figure B shows the expanded drop-down so you can see the full path. • Click Save. Figure B Save the form as a template in Word's default template folder.

Figure E You can change how the control displays the date. 7: Add a list box Use a list or combo box when you know the choices. For instance, by providing a list of departments, you can limit typos and input errors, which isn't possible with text controls. To add a list box, position the cursor to the right of Dept and click the Drop-Down List content control from the Controls group. To populate the list, click Properties in the Controls group.

When you reach the last form content control, tabbing stops. Pressing tab in the last content control does not return the focus to the first content control in the form.

Table A We'll use these address elements for the form. 2: Create the userform Using Figure A as a guide, you'll add the controls listed in Table A to a userform. First, open the VB Editor by pressing [Alt]+[F11]. Then, choose UserForm from the Insert menu to display a blank userform and the Toolbox. If you don't see the Toolbox, choose Toolbox from the View menu.

9: Distribute the form This next step requires no special instructions. Users can distribute the template as they normally would, with instructions for saving the form in the users' template directory. 10: Use the form Using the form is simple.

Jess Stratton is a staff author and technology consultant who specializes in productivity software and mobile tech. For over 10 years, Jess Stratton has operated her own technology consulting business, creating and maintaining databases for both enterprise and small-to-medium businesses, building websites, setting up networks, and coaching teams, employees, and individuals to harness the latest desktop and mobile technology for increased productivity. Jess is now a full-time staff author at lynda.com, in addition to being a regular and regarded presenter at Lotus Notes conferences and a contributing author for several industry print and web magazines, textbooks, podcasts, webcasts, and other popular sites, including Lifehacker.com. You can find Jess on her website at or follow her on Twitter @NerdGirlJess. Garrick Chow has authored 75+ training courses, and is a presenter at Macworld and AIGA.