Chapter 10 Creating a Template for an Online Form Microsoft Word 2013

Save a document as a template Change paper size Change page color Insert a borderless table in a form Show the DEVELOPER tab Insert plain text, drop-down list, check box, rich text, combo box, and date picker content controls Creating a Template for an Online Form2 Objectives

Edit placeholder text Change properties of content controls Insert and format a rectangle shape Customize a theme Protect a form Open a new document based on a template Fill in a form Creating a Template for an Online Form3 Objectives

Creating a Template for an Online Form4 Project – Online Form

Save a document as a template Set form formats for the template Enter text, graphics, and content controls in the form Protect the form Use the form Creating a Template for an Online Form5 Roadmap

If necessary, open a new blank document in the Word window With a USB flash drive connected to one of the computer’s USB ports, open the Backstage view and then click the Save & Send tab in the Backstage view to display the Save & Send gallery Tap or click ‘Change File Type’ in the Export gallery to display information in the right pane about various file types that can be opened in Word Tap or click Template in the right pane to specify the file type for the current document Creating a Template for an Online Form6 Saving a Document as a Template

Tap or click the Save As button to display the Save As dialog box with the file type automatically changed to Word Template Type the desired file name in the File name text box If necessary, navigate to the desired save location Tap or click the Save button to save the document as a Word template with the entered file name Creating a Template for an Online Form7 Saving a Document as a Template

Creating a Template for an Online Form8 Saving a Document as a Template

Tap or click the ‘Choose Page Size’ button (PAGE LAYOUT tab | Page Setup group) to display the Choose Page Size gallery Select the desired page size or click ‘More Paper Sizes’ in the Page Size gallery to display the Paper sheet in the Page Setup dialog box If you chose More Paper Sizes, type the desired height and width in the Page Setup dialog box Tap or click the OK button to change the paper size to the entered measurements Creating a Template for an Online Form9 Changing Paper Size

Creating a Template for an Online Form10 Changing Paper Size

Tap or click the Page Color button (DESIGN tab | Page Background group) to display the Page Color gallery Tap or click the desired page color Creating a Template for an Online Form11 Adding a Page Color

Tap or click the Page Color button (DESIGN tab | Page Background group) to display the Page Color gallery Tap or click Fill Effects in the Page Color gallery to display the Fill Effects dialog box Tap or click the Pattern tab to display the Pattern sheet in the dialog box Tap or click the desired pattern Tap or click the OK button to add the selected pattern to the current page color Creating a Template for an Online Form12 Adding a Pattern Fill Effect to a Page Color

Creating a Template for an Online Form13 Adding a Pattern Fill Effect to a Page Color

Position the insertion point where the table should be inserted Tap or click the ‘Add a Table’ button (INSERT tab | Tables group) to display the Add a Table gallery Tap or click the cell corresponding to the dimensions of the table you wish to insert Select the table Tap or click the Borders arrow (TABLE TOOLS DESIGN tab | Table Styles group) to display the Borders gallery Tap or click No Border in the Borders gallery to remove the borders from the table Tap or click the first cell in the table to remove the selection Creating a Template for an Online Form14 Using a Table to Control Layout

Creating a Template for an Online Form15 Using a Table to Control Layout

Creating a Template for an Online Form16 Content Controls

Open the Backstage view Tap or click the Options button in the Backstage view to display the Word Options dialog box Tap or click Customize Ribbon in the left pane Place a check mark in the Developer check box in the Main Tabs list Tap or click the OK button to show the DEVELOPER tab on the ribbon Creating a Template for an Online Form17 Showing the DEVELOPER Tab

Creating a Template for an Online Form18 Showing the DEVELOPER Tab

Tap or click the ‘Plain Text Content Control’ button (DEVELOPER tab | Controls group) to insert a plain text content control at the location of the insertion point Creating a Template for an Online Form19 Inserting a Plain Text Content Control

With the plain text content control selected, tap or click the Design Mode button (DEVELOPER tab | Controls group) to turn on Design mode, which displays tags at the beginning and ending of the placeholder text Edit the placeholder text as desired Tap or click the Design Mode button (DEVELOPER tab | Controls group) to turn off Design mode Creating a Template for an Online Form20 Editing Placeholder Text

Creating a Template for an Online Form21 Editing Placeholder Text

With content control selected, tap or click the Control Properties button (DEVELOPER tab | Controls group) to display the Content Control Properties dialog box Make the desired changes, and then tap or click the OK button Creating a Template for an Online Form22 Changing the Properties of a Plain Text Content Control

Creating a Template for an Online Form23 Changing the Properties of a Plain Text Content Control

Tap or click the ‘Drop-Down List Content Control’ button (DEVELOPER tab | Controls group) to insert a drop-down list content control at the location of the insertion point Creating a Template for an Online Form24 Inserting a Drop-Down List Content Control

With the drop-down list content control selected, tap or click the Control Properties button (DEVELOPER tab | Controls group) to display the Content Control Properties dialog box Make the desired changes, and then tap or click the OK button Creating a Template for an Online Form25 Changing the Properties of a Drop-Down List Content Control

Creating a Template for an Online Form26 Changing the Properties of a Drop-Down List Content Control

Tap or click the ‘Check Box Content Control’ button (DEVELOPER tab | Controls group) to insert a check box content control at the location of the insertion point Creating a Template for an Online Form27 Inserting a Check Box Content Control

Tap or click the ‘Rich Text Content Control’ button (DEVELOPER tab | Controls group) to insert a rich text content control at the location of the insertion point Creating a Template for an Online Form28 Inserting a Rich Text Content Control

Tap or click the ‘Combo Box Content Control’ button (DEVELOPER tab | Controls group) to insert a combo box content control at the location of the insertion point Creating a Template for an Online Form29 Inserting a Combo Box Content Control

Creating a Template for an Online Form30 Inserting a Combo Box Content Control

With content control selected, tap or click the Control Properties button (DEVELOPER tab | Controls group) to display the Content Control Properties dialog box Make the desired changes, and then tap or click the OK button Creating a Template for an Online Form31 Changing the Properties of a Combo Box Content Control

Creating a Template for an Online Form32 Changing the Properties of a Combo Box Content Control

Tap or click the ‘Date Picker Content Control’ button (DEVELOPER tab | Controls group) to insert a date picker content control at the location of the insertion point Creating a Template for an Online Form33 Inserting a Date Picker Content Control

With content control selected, tap or click the Control Properties button (DEVELOPER tab | Controls group) to display the Content Control Properties dialog box Make the desired changes, and then tap or click the OK Button Creating a Template for an Online Form34 Changing the Properties of a Date Picker Content Control

Creating a Template for an Online Form35 Changing the Properties of a Date Picker Content Control

Tap or click the ‘Draw a Shape’ button (INSERT tab | Illustrations group) to display the Shapes gallery Tap or click the rectangle shape in the Rectangles area of the Draw a Shape gallery, so that you can draw a rectangle on the screen Position the crosshair mouse pointer at the top-left corner for the rectangle Drag the mouse pointer downward and rightward to form a rectangle Release the mouse button to draw the rectangle shape Creating a Template for an Online Form36 Drawing a Rectangle

Creating a Template for an Online Form37 Drawing a Rectangle

With the graphic selected, tap or click the Layout Options button attached to the graphic to display the Layout Options gallery Tap or click Behind Text in the Layout Options gallery to position the graphic behind the text Tap or click the Close button in the Layout Options gallery to close the gallery Creating a Template for an Online Form38 Sending a Graphic behind Text

Creating a Template for an Online Form39 Sending a Graphic behind Text

With the shape selected, tap or point to Shadow on the Shape Effects menu to display the Shadow gallery Tap or click the desired shadow effect to apply the selected shadow to the selected shape Creating a Template for an Online Form40 Adding a Shadow to a Shape

Creating a Template for an Online Form41 Adding a Shadow to a Shape

Select the text to be highlighted Tap or click the ‘Text Highlight Color’ arrow (HOME tab | Font group) to display the Text Highlight Color gallery Tap or click the desired highlight color to highlight the selected text in the selected highlight color Creating a Template for an Online Form42 Highlighting Text

Creating a Template for an Online Form43 Highlighting Text

Tap or click the Theme Colors button (DESIGN tab | Document Formatting group) to display the Theme Colors gallery Tap or click Customize Colors in the Theme Colors gallery to display the Create New Theme Colors dialog box Tap or click the button corresponding to the theme color you wish to customize Tap or click the desired theme color Repeat the previous two steps for each theme color you wish to customize Type the desired theme name in the Name text box Tap or click the Save button to save the modified theme with the entered name Creating a Template for an Online Form44 Customizing a Theme Color and Saving It with a New Theme Name

Creating a Template for an Online Form45 Customizing a Theme Color and Saving It with a New Theme Name

Tap or click the Restrict Editing button (DEVELOPER tab | Protect group) to display the Restrict Formatting and Editing task pane In the Editing restrictions area, place a check mark in the ‘Allow only this type of editing in the document’ check box and then tap or click its arrow to display a list of the types of allowed restrictions Tap or click ‘Filling in forms’ in the list to instruct Word that the only editing allowed in this document is to the content controls In the Start enforcement area, tap or click the ‘Yes, Start Enforcing Protection’ button, which displays the Start Enforcing Protection dialog box Tap or click the OK button to protect the document without a password Close the Restrict Formatting and Editing task pane to show the protected form Creating a Template for an Online Form46 Protecting a Form

Creating a Template for an Online Form47 Protecting a Form

Tap or click the File Explorer app button on the Windows taskbar to open the File Explorer window Navigate to the location of the saved template Double-tap or double-click the file corresponding to the theme for which you want to create the new document Creating a Template for an Online Form48 Using File Explorer to Create a New Document That is Based on a Template

Creating a Template for an Online Form49 Using Windows Explorer to Open a New Document That Is Based on a Template

Creating a Template for an Online Form50 Filling In a Form and Saving It

Save a document as a template Change paper size Change page color Insert a borderless table in a form Show the DEVELOPER tab Insert plain text, drop-down list, check box, rich text, combo box, and date picker content controls Creating a Template for an Online Form51 Chapter Summary

Edit placeholder text Change properties of content controls Insert and format a rectangle shape Customize a theme Protect a form Open a new document based on a template Fill in a form Creating a Template for an Online Form52 Chapter Summary

Chapter 10 Complete Microsoft Word 2013