1. Word Forms Gini Courter Annette Marquis TRIAD Consulting Welcome to….

2. Forms in Office All applications – VB forms Access - data forms, web pages Excel – data forms FrontPage – web forms InfoPath – XML forms (Office 2003) Word – text forms, web forms

3. Why Word for Forms? Forms can be easily attached to email Forms are easy to create Almost a “universal” format – –More installed copies than any other software – –More users than any other Office app

4. Parts of a Form Structure to make the form easy to use Labels to describe fields Form field controls to hold data – – Textbox Form Field – – Checkbox Form Field – – Drop Down List Form Field

5. Steps to Create a Form 1. 1. Use tables to layout the form 2. 2. Use borders and shading to create lines and boxes for users to enter information 3. 3. Add form controls from the Form toolbar 4. 4. Protect the form 5. 5. Distribute the form

6. Form Layout Use tables to structure the form – –Remove default borders – –Turn on gridlines during design Use borders and shading to provide lines and data entry areas Important Table commands – –Merge cells – –Split cells

7. Columns for Horizontal Spacing

8. Rows for Vertical Spacing

9. IAAP LogoWear Form Name Name Address Address City, State, Zip City, State, Zip Email Email Phone Phone White polo ($35) White polo ($35) Navy polo ($35) Navy polo ($35) Fleece ($55) Fleece ($55) All styles available in sizes XS – 2XL All styles available in sizes XS – 2XL Shipping flat $5 Shipping flat $5 QtyItemSizePriceTotal

10. Adding Form Controls Turn on Forms toolbar – –View > Toolbars > Forms or – –right click any toolbar, choose Forms Position insertion point Click the Form Field button on the Forms toolbar

11. Setting Control Properties Click the Properties button or double click the Form Field Set (at least) Type, Bookmark Name

12. Calculated Fields Must use Text Box Form Field Choose Calculation as Type Enter formula – –Starts with = – –Refers to bookmarks and constants – –Use + - * / Enable Calculate On Exit on appropriate fields

13. Locking the Form Click the Protect Form button on the Forms toolbar While you’re at it, change the form properties (File > Properties)

14. Distributing the Form Attach to email Save in a shared folder and set as Read Only (in Windows) Publish to a form library (Windows SharePoint Services) Save as a workgroup template

15. Questions? All materials available on our site: www.triadconsulting.com