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

2. 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

3. 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

4. Project – Online Form
Creating a Template for an Online Form

5. 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

6. 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

7. 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

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

9. 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

10. 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

11. Changing Paper Size
Creating a Template for an Online Form

12. 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

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

14. Content Controls
Creating a Template for an Online Form

15. 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

16. Showing the Developer Tab
Creating a Template for an Online Form

17. 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

18. 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

19. Editing Placeholder Text
Creating a Template for an Online Form

20. 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

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

22. 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

23. 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

24. 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

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

26. 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

27. 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

28. 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

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

30. 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

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

32. 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

33. 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

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

35. 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

36. Drawing a Rectangle
Creating a Template for an Online Form

37. 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

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

39. 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

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

41. 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

42. Highlighting Text
Creating a Template for an Online Form

43. 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

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

45. 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

46. Protecting a Form
Creating a Template for an Online Form

47. 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

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

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

50. 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

51. 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

52. Microsoft Word 2010
Chapter 10 Complete