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Mastering Automated Forms in Microsoft Word—Part 1 (MSW119A)

Presented by: Mitzi Gibson Katz
(*) Single User Price. For multiple users please call 1-844-384-4744
Pre Recorded Webinar
60 minutes
Event Description

Create Professional-Looking Online Forms in Word to Collect & Analyze Information

If you have struggled with “drawing” forms in Word with lines, boxes, and underlining, this session will show you how to master automatic forms in Microsoft Word—and save hours of manual work. Once you begin using the forms feature in Word, you will never go back to hard copy forms again. Best of all, after you collect the information online, you can export the data to Excel for analysis, or simply print it.

Learn how to use Microsoft Word’s built-in automation to increase efficiency and productivity in this session by technology expert Mitzi Katz. Online forms can save you countless hours of manual entry. Katz will show you how to design forms using all types of form fields—including drop-down lists, checkboxes, and calculated fields. She will also show you how to change properties for formatting and adding help text, as well as how to create, design, and manipulate the data you collect, and save your form as a template for repeated use.

Forms can contain multiple types of fields—such as checkboxes and drop-down lists—as well as macros to further automate the process. You will learn how to protect them so that the user can only enter data in the specified fields without manipulating the form. You will also learn where the features of forms and fields reside, and how to put them to good use—and what to use when. Katz will examine the sources for creating forms, and the different types of applications for including forms in your data collection methods. The more you learn about Word forms, the more uses you will find for them. Let the software do the work!

After attending this session, you will be able to create professional-looking online forms in Word to collect information. You will know how to manipulate the information collected in Excel, and send the form to Adobe Acrobat for more functionality.

Part 2 of this webinar will cover other types of forms of fields, so stay tuned!

Session Highlights

You will learn how to:

  • Design forms using all types of form fields, including drop-down lists, checkboxes, and calculated fields
  • Change the properties of a form field for formatting and adding help text
  • Save forms as templates for repeated use
  • Protect the form for entry only
  • Automate forms to perform certain activities
  • Save the data collected in forms for printing and exporting
  • Add a macro to your form


In-depth PowerPoint presentation and speaker notes including step-by-step procedures for:

  • Designing and building online forms
  • Manipulating the data collected on the 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
About Our Speaker(s)

Mitzi Gibson Katz | Computer Technology Training SpeakerMitzi Gibson Katz
Mitzi Gibson Katz has trained thousands of end-users and developed curriculum for over 25 years. Mitzi holds a Master's degree in Education with an emphasis in special education classroom and administration. After teaching a variety of special education classes in Kansas, Montana and Alaska for the early part of her ca... More info

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    Event Title: Mastering Automated Forms in Microsoft Word—Part 1
    Presenter(s): Mitzi Gibson Katz

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