Word forms / template

Hi Paul,

WORD 2003

To create a form:

1. Design your document however you see fit, including formatting, in order to accommodate the information required (e.g. presenting this using Tables is useful).
2. Click at the point at which the first data is required.
3. Display the Forms toolbar by clicking on VIEW -> TOOLBARS -> FORMS.
4. From the Forms toolbar, choose the Form Field required (e.g. Text Form or Check Box Form).
5. Still from the Forms toolbar, click on Form Field Options to specify the fields' properties (e.g. for Currency, use the Text Form Field / Type: Number, etc.).
6. Once complete, click on TOOLS -> PROTECT DOCUMENT...
7. From the PROTECT DOCUMENT pane, at 1. Formatting restrictions, check the Limit formatting to a selection of styles box.
8. At 2. Editing restrictions, check the Allow only this type of editing in the document: box.
9. Choose Filling in forms from the dropdown box.
10. At 3. Start enforcement, click on Yes, Start Enforcing Protection.
11. Enter, and re-enter, a password to unprotect the document, if required and click on OK. Otherwise just click on OK.
12. The user is now placed in the first accessible field and can enter information according to the field's properties and can tab to move to the next. No other part of the document is accessible.
13. The padlock (Protect Form) command on the Forms toolbar can also be used to protect and unprotect the document.

Please note: It is unlikely that merge fields will be compatible with form fields so you may not be able to merge to the form. You can, however, create a template from the form.