Chapter 10 Creating a Template for an Online Form Microsoft Word 2010 Chapter 10 Creating a Template for an Online Form

Objectives Design an online form Save a document as a template Change paper size 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 Form

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 Form

Project – Online Form Creating a Template for an Online Form

General Project Guidelines Design the form Determine the correct field type for each data entry field Save the form as a template Create a functional and visually appealing form Determine how the form data will be analyzed Test the form Publish or distribute the form Creating a Template for an Online Form

Saving a Document as a Template If necessary, open a new blank document in the Word window With a USB fl ash 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 Click Change File Type in the Save & Send gallery to display information in the right pane about various fi le types that can be opened in Word Click Template in the right pane to specify the fi le type for the current document Creating a Template for an Online Form

Saving a Document as a Template 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 Click the Save button to save the document as a Word template with the entered file name Creating a Template for an Online Form

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

Zooming Page Width Click the Page Width button (View tab | Zoom group) to change the zoom to page width Creating a Template for an Online Form

Changing Paper Size Click the Page Size button (Page Layout tab | Page Setup group) to display the 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 Click the OK button to change the paper size to the entered measurements Creating a Template for an Online Form

Changing Paper Size Creating a Template for an Online Form

Using a Table to Control Layout Position the insertion point where the table should be inserted Click the Table button (Insert tab | Tables group) to display the Table gallery Click the cell corresponding to the dimensions of the table you wish to insert Select the table Click the Borders button arrow (Table Tools Design tab | Table Styles group) to display the Borders gallery Click No Border in the Borders gallery to remove the borders from the table Click the first cell in the table to remove the selection Creating a Template for an Online Form

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

Content Controls Creating a Template for an Online Form

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

Showing the Developer Tab Creating a Template for an Online Form

Inserting a Plain Text Content Control 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 Form

Editing Placeholder Text With the plain text content control selected, 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 If necessary, click the placeholder text to position the insertion point in it Edit the placeholder text as desired Click the Design Mode button (Developer tab | Controls group) to turn off design mode Creating a Template for an Online Form

Editing Placeholder Text Creating a Template for an Online Form

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

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

Formatting Placeholder Text With the placeholder text selected, display the Home tab Click the More button (Home tab | Styles group) to expand the Styles gallery and then click the desired style Creating a Template for an Online Form

Inserting a Drop-Down List Content Control 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 Form

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

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

Inserting a Check Box Content Control 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 Form

Inserting a Rich Text Content Control 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 Form

Inserting a Combo Box Content Control 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 Form

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

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

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

Inserting a Date Picker Content Control 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 Form

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

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

Drawing a Rectangle Click the Shapes button (Insert tab | Illustrations group) to display the Shapes gallery Click Rectangle in the Rectangles area of the Shapes 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 Form

Drawing a Rectangle Creating a Template for an Online Form

Sending a Graphic behind Text With the graphic selected, click the Send Backward button arrow (Drawing Tools Format tab | Arrange group) to display the Send Backward menu Click Send Behind Text on the Send Backward menu to position the graphic behind the text Creating a Template for an Online Form

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

Adding a Shadow to a Shape With the shape selected, click the Shape Effects button (Drawing Tools Format tab | Shape Styles group) to display the Shape Effects menu Point to Shadow on the Shape Effects menu to display the Shadow gallery Click the desired shadow effect to apply the selected shadow to the selected shape Creating a Template for an Online Form

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

Highlighting Text Select the text to be highlighted Click the Text Highlight Color button arrow (Home tab | Font group) to display the Text Highlight Color gallery Click the desired highlight color to highlight the selected text in the selected highlight color Creating a Template for an Online Form

Highlighting Text Creating a Template for an Online Form

Customizing a Theme Color and Saving It with a New Theme Name Click the Theme Colors button (Page Layout tab | Themes group) to display the Theme Colors gallery Click Create New Theme Colors in the Theme Colors gallery to display the Create New Theme Colors dialog box Click the button corresponding to the theme color you wish to customize 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 Theme text box Click the Save button to save the modified theme with the entered name Creating a Template for an Online Form

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

Protecting a Form 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 click its box arrow to display a list of the types of allowed restrictions 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, click the Yes, Start Enforcing Protection button, which displays the Start Enforcing Protection dialog box 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 Form

Protecting a Form Creating a Template for an Online Form

Using Windows Explorer to Open a New Document That Is Based on a Template Click the Windows Explorer program button on the Windows taskbar to open the Windows Explorer window Navigate to the location of the saved template Double-click the file corresponding to the theme for which you want to create the new document Creating a Template for an Online Form

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

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

Chapter Summary Design an online form Save a document as a template Change paper size 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 Form

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 Form

Microsoft Word 2010 Chapter 10 Complete