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Mastering Word Forms


Get In-depth Knowledge on Designing and Building Online Word Forms

We are all used to filling out forms of various types. Once you begin using the forms feature in Word, you will never go back to hard copy forms again. Forms are intended for online use as a method of collecting information. The recipient is only able to tab and type through the fields with the remainder of the document restricted. Once collected, the data can be exported to Excel for analysis or printed into pre-printed forms. In this session expert speaker Mitzi Gibson Katz will use tables as the structure for designing a more professional-looking form and will discuss pitfalls to avoid.

If you have struggled with “drawing” forms in Word with lines, boxes, and underlining, you will be greatly relieved to master automatic forms in Microsoft Word. This in-depth presentation will provide details as well as step-by-step procedures for designing and building online forms, and manipulating the data collected on the forms.

Session Highlights:

  • Design forms using all types of form fields, including drop-down lists, checkboxes, and calculated fields
  • Get to know ways to change the properties of a form field for adding help text and formatting
  • For repeated use, save forms as templates
  • Understand how to protect the form for entry only
  • Learn to automate forms to perform certain activities
  • Save the data collected in forms for printing and exporting
  • Add a macro to further automate your form

Who Should Attend?

  • Administrative assistants
  • Legal secretaries
  • Human resources
  • Medical professional
  • Education professionals
  • Anyone who uses Word in an office setting and manages form generation and data collection
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The ProEdTech Team