How to REALLY use Microsoft Office - Creating Forms in Word
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- เผยแพร่เมื่อ 10 ก.ย. 2024
- Lots of people think they understand how to use Microsoft Word. Do you? I break down the basics and importance of Creating Forms in Word in this evenly paced How-To video.
Are your friends and coworkers filling their Word documents with Underscores and calling them "Forms?" MAKE THEM STOP! ;)
Check the full playlist!
I've watched several how-to videos for forms, and this has been the one from which I learned the most - not only for developing forms, but also ancillary information regarding other topics. Thanks so much.
Thanks Scott … 50+ years in IT and learning something everyday. Can't tell you the hours I searched the net including MS site for something presented as simple and straightforward as your video.
Wow! Blown away!! I have been struggling all day to create a form, and in 15 minutes, had all the answers I needed! Loved it!!
Thank you for this tutorial. I rarely find such an evenly paced, easy to follow, instructional video regarding WORD features.
I normally don’t comment on videos, posts in blogs and things of the like, but mister your videos go above a beyond! Please keep it up.
The easiest to follow tutorial on Word I have ever seen by a mile. Thank you
Very helpful! I have a contract form I use repeatedly for a client - the other party changes with each contract. It would save so much time to enter the name of the other party in one place on the contract and have it populate in directed fields throughout the rest of the document. All I have found so far is bookmarks, but the scripting is beyond my scope of knowledge and the time I have currently to learn it. Thank you for the extra info on forms here!
I have just watched a couple of your videos and must say these are the best! The way you explain and show exactly how to complete a function is wonderful. Thank you I look forward to see more.
This man is a magician. Just dropping mics left and right.
This is soooo helpful-- and clear. Appreciate the red circles showing where you are navigating to! Thank you!!!
I've watched a ton of Microsoft tutorials & your videos are BY FAR the best. Thank you, THANK YOU for making these videos.
I concur ! this is the Greatest word tutorial I've seen !! for me to actually log in to comment (something I do 2-3 time per year) mean a lot.
HE IS GOOD I THOUGHT HE WAS AN ARY BEFORE
AWESOME JOB.......starting to design fillable forms for my husbands HVAC service techs so THIS was extremely helpful and you moved along quick enough through the instructional and then reviewed the basic tools at the end. LOVE IT
Thanks...it's fun watching and learning from someone that knows how to use Word. Greatly appreciated.
This is such an excellent video, I normally don't comment at all but I have to say you have done very well; I'm finding myself viewing your video after more than a year from first watching it and I have to say I appreciate it.
Thank you for making this video. It is not only very interesting, but also very helpful the way you teach it. Thanks again.
Hello Scott. Thanks. Your video has been so useful for me. Anyway, I have had to watch it several times, pausing and repeating for better understanding. i mean there are many people like me that use MS Word at the half of its efficiency because sometimes we don't need more but, from time to time, the idea is to improve the "how to do" the things. I'd like to suggest you to go a little slow and, maybe, to explain a little more how you go so fast between fields, for example: At the end of the video, you fill the table with checking boxes really fast. I know it is easy but, let us know how to do those small details that really help to save time. Thanks.
Wow! you are the Yoda of Word! I can now make a proper form and feel proud to hand it out to staff. Thank you!
The best word tutorial I have ever watched. Can you please explain making forms more advanced?
Wait, how come I can't give this three thumbs up? I came for automation and found help for nagging things that I didn't think to ask for all in the same place! Thank you!
Great video. I would love to have a video on using variables in Word (i.e., entering data into a form and then using that data within the text such as using the entered name several places in the overall text of a letter).
I have this same issue. I want to have them input a date or a name and have that information be used throughout the form; is there a way to do that like Adobe? BTW, great video, your "office skills" are awesome.
Great series of videos - I've been using Word since WinWord 2, and I thought I knew most of the options etc., but somehow I either missed (or forgot) that you could set the tab leader character to eg underscores
In return, one of my favourite tips, is to select some text, hold down Shift, then repeatedly hit F3 - this cycles the formatting of the selected text between Initial Caps, All Caps, and All lowercase and back again
Another couple of odds & ends that most don't know are "the Spike", and "=Rand()"
This was exactly what I needed. The pace was good. I will proceed to creating a form for use in my office immediately. I appreciate the advice you give on making your document attractive and well organized. Whether I'm developing a spreadsheet or a form, I want it to be attractive and easy to scan -- visually inviting.
5 years later and its still relevant. Thanks
Thank you for the details. There are so many tips that I will now incorporate to everyday word use. I appreciate this, and looking forward to checking out your other videos!
I knew this could be done and in another life I created forms in Word but could I remember how??!! Thanks for a great tutorial.
Thank you for your very helpful tutorial.
Started working where I need to update SOP forms and this is so much easier than working through PDF eForms.
I'd like to see what the average non programmer could do with some simple scripting and automation in these forms. Maybe demystify the macros and vbscript stuff for my mom, for example.
You've made my evening, sir. Very insightful tutorial.
Interesting, helpful and well presented tutorial. Thanks very much. I shall look out for others that you have taken the trouble to prepare.
Hey Scott,
Your videos are really helpful for me in graduating to become a reasonably good user of MS word. Thanks.
Great series, Scott. I would love a deeper look at forms. Thanks for all your educational stuff. I have been a follower for years.
Honestly I was preparing for a test a few days ago, and I was looking for how to do Tab formatting on MUTLIPLE lines and could not for the death of me find any information on it, and I remembered that I saw it in this video, fucking went through my browser history to find this video. It was extremely helpful thank you :D
Thank you Scott - awesome tutorial, easy to follow and a lot of good pointers. I look forward to watching more that you have to share.
BRO, you are good! Love your instruction, your videos are well orchestrated especially with the additional visual aids you improvise on! Very good!
Very thorough, clear tutorial. Thanks
Absolutely brilliant tutorial - I wish all the others were as good as this.
You are a good teacher. Thank you
Well done, very helpful! Like your format of seeing you and screen, makes me feel like an actual classroom setting!
glad I found your channel, clear, fast and good info.
Enjoyed your presentation. Thanks for making these available.
I've had some difficulty creating forms that a user can use the tab key to move forward to the next field. Do you have a video that addresses this problem?
wow this was really helpful and you know your stuff. I think you just taught me a lot in a short time. thanks
Wow I learned a lot. Compatibility Mode, Designer Ribbon SHIFT-ENTER Nice! Thanks
First of all this was great! Did you ever do a more in-depth version of this forms video? I would be very interested in hearing more on forms. Thanks!
Great tutorial! Many many Blessings to you Scott!!!
Brilliant. Want more...on creating sequence numbering each time you open a word doc. Eg as in an invoice, order etc.
I haven't found a video that shows how to create a box that limits space but lets you type say for lines of text but more?
This video is perfect for what I needed! Thank so much!
Thanks for the video and the general help - now I am ready to tackle my document project.
Thank you. The best video on forms I've seen
You're the real MVP.
I have a question....how I should save the form?
I've tried in PDF but doesn't work like filling form i want.thank you
Most helpful tutorial hands down!!!
Some day you can show some secret shortcuts as F4 to foster your productivity in office. F12 and Shift-F5 are also cool.
Thanks for your videos.
Microsoft should pay you to produce a suite of these tutorials. Then we can all be wizards and make life easier
When I look at my view of Word I don't have a FILE button on the left beside HOME. I can't get past step 1. Please help. Thanks.
I need to create a form in Word without moving the remaining text. If I add Name and Date in the same line, the word Date moves all over the place. How can I define how small/large the field can be? I tried restricting editing, but that did not prevent the movement of text.
How can I select more than one choice from drop down lists in the fillable form? I tried pressing the control button and clicking but it does not work. Please help?
Explained very clearly. I just wish there were a few more pauses so that you have time to really think about the steps. Easy to listen to.
Is there a way to keep the content in an unfilled content box from being printed? So if I do not fill out a field I don't want "Click here to enter text" printed on the form. I am using Word 2013.
Hi, When you create a fillable text box, how do you make the box resize automatically when the it is being filled. that's when people fill boxes with paragraphs that are some time larger than the box is visible to the eye!
Outstanding tutorial. Thank you for posting and creating.
Now I know how to get started on a decent looking form for people to fill out.
Thank you! This really helped me to create the form I wanted. I'm definitely going to be checking out some of your other videos.
Hi. Good video. I just want to know how do you save this document for later use. If I save it as a normal Word document and open it again it is in a totally weird shape and no filling allowed either. Do I save it in 'Macro enabled Word document' format or what? Kindly help. Thanks
Hi Scott Hanselman, always great to follow your work. I would like a video show casing [how Forms In Word can utilize drop down selections(Filtering)], obviously to allow a person to filter down per drop down field.
So each field is cascading on the result of the next field selection. Ex selecting Car Make, would filter the next box to have Car Models - I mean not everyone is going to spell such things correctly.
Thank you for this helpful video. I can really use your tips.
thank for this tutorial, I want to learn how I can make a variable that automatically change based on choices that chosen on the drop box
For the greyed out part where it says click or tap, can you change what it says?
I would like to know how to send this form to other people to use it. I have been having troubles with not being able to. It always shows "read only" AND cannot find it in my templates! please help!!!!! Thank you,
I am needing to create a Contract Agreement. How do I get certain fields to have the same content through out the contract. For exampe, Once the Company Name is entered, I would like for it to show up in all of the fields where the company name should be. I have a terrible way with words and trying to explain what I'm needing, so i hope this makes sense.
Hi Scott, I remember you had a part 2 for forms or more advanced but for some reason I can't find it....Do you know where it is or am I looking incorrectly???
Hello Scott. Great videos! How do you get identical fields to repeat same information (contracts for example) automatically without having to re-enter? Ie: Paragraph 1 Vendor name : John Doe Paragraph 2 Vendor name : John Doe etc...? Thanks in advance
Thank you for the info. You made this so easy. Appreciated!
Great Video! learn so much. Thank you for taking the time to prepare and share your talents.
I need help with properties. Is there a way to copy and paste the same information into various drop downs?
Quite often in Adobe you have forms which allow "instances" that put in a section repeatedly to be filled out. Can you do the same thing with MS Word?
I work in real estate and I am trying to create a form that when you answer a question by checking a box, it will make a list appear. For instance is this in a trust? once the check box is checked then a list of needed documents will appear below. Do you have a video for that. Thanks
Scott, how to you add an expandable text box to a word document? I want the text to wrap and the box to expand down as text is entered. Is this possible in Developer?
thanks! I really like these office videos. Very helpful.
This is very helpful. I am struggling with aligning checkboxes in a table. They do not come out aligned across the columns/rows. Thank you.
This was pretty great. Thanks for taking the time to make this tutorial.
Thank you for this video, it helped a lot and made my task easier.
after creating the form. If I wan t to print out to let them fill up by pen.How do I do it ?
I was able to create the form and set the enforcement, though when I asked someone to test it for me, he had to choose edit before he was able to fill out anything? That's not correct is it, so what/where did I do wrong? Thank you
Your tutorial was very helpful and easy to understand. Can you tell me how I can set it up for the user to hit enter instead of clicking into every field to maneuver through the form and if there is repetitive information can you simply enter the data in a field and have it auto populate the data into all the fields with that same title?
Great tuto. Many thanks for the video
I'm a teacher trying to create study guides using forms. Is there a way that the data entered into my forms can be automatically entered into an excel spreadsheet so that I can see an overview of every student's submitted work?
I need help creating a drop down tab with filliable information in additional spaces. Say for instance I chose "Boxhead Company" in the drop down tab, I need "Boxhead Companies address, phone number, and fax to automatically fill in,,,,,, is there a way to do this in a Microsoft Word document?
how do I link drop down text boxes. for example I want date selection chosen on the top of the form to repeat on the bottom of the form
I really enjoy your pace and presentation style, any chance you could do something of this type for excel?
This was very helpful and you have a nice radio voice! Great video! Thank you!
Thank you for posting this. I do have some questions that may be pushing the boundaries for MS Word.
1) When I use the TAB key within an entry field, it adds a tab. It does not bring me into the next entry field. Is there a way to force TAB to exit one field and enter the next?
2) I need to be able to continue format numbering, so that hitting ENTER will automatically trigger the next number (1.0, 1.1, 1.2, etc.). Is this possible?
I do get the feeling that forms are an afterthought for Word. Features such as drag-and-drop objects, intuitive field properties, field types, are not part of the program. Outside of Word, what tool would you recommend?
I share question 1. The input is SO much easier if I don't have to click to get to the next form field. There must be a way to make this happen!
Subscribed. Now go pro on this. I want to use this well.
Scott, I use a lot of forms and would like to know if there is a way to create a form and when text is entered that it auto populates the other forms, example: First Name on main form that it will auto fill the the First Name on the other forms?
Fantastic video. I am struggling right now to create a form where the information filled in covers up to three lines. I need these lines to show up all the time and for the user to be able to type out the information and it to automatically drop down onto the next line in a continuous flow. Right now it just starts on the top line and then pushes the document downwards when it overflows the first line. Does this make sense. I know its driving me crazy right now!!!!
Hi, I'd love to see more of the creating forms. I want to make some data to be entered only once and then just to be copied in different parts of the document.For example, I am using these tools for creating contracts, and I don't want to type the contractor's name 100 times!, I just wnat to type it once. I also want to know if it is possible to format the way numbers are typed in the content controls. In my country, the tax number of a company is usually like this ##.###.###-#, I just want to type the numbers, and the content control to put the periods and hyphens where it corresponds. Thanks in advance
Very interesting. Thanks for sharing.
I know how to create the form in Word, but can I set it up so the data is extracted to a spreadsheet or database? Basically I want to create an easy form my students can use to rate an activity, that will allow me to extract their entered ratings and see at a glance what each student entered for each rating.
Hi Scott, when you have, what we call "reveal codes" on...what is the little anchor that shows up? I don't know what it is called so not sure what to search for. I see it in old documents we have at work...mostly in forms and I don't know what they are or how to turn them off. If you have already done a video on this, please direct me to it! I am subscribing right now! Your videos are easy to understand and I learn a lot just from this video!
Thanks for the video. I was wondering if you could tell me how to make lines that you could write on without them moving? i mean as you showed with ____... but if you type on it, the lines will move... and same happens with the tab that you showed... you can make a line by going to the tab options... but if you start typing on it... the tab will move... when i need to make something, honestly it's to print it... but for printing, even ____ would be enough... but how would i be able to make some "fill in the blank" lines and it won't be affected if i were to email it to others to fill out? thanks