Microsoft Office Tutorials and References
In Depth Information
Entering Information Quickly in a Computerized Form
Creating a computerized form
The first step in creating a data-entry form is to create a template for holding
the form. After that, you design the form itself by labeling the data fields and
creating the data-entry controls. Better keep reading.
Before creating a template, tell Word where templates are stored on your
computer. Go to the File tab, choose Options, and in the Save category of the
Options dialog box, enter the path to the folder where you store templates
in the Default Personal Templates Location text box. In previous editions of
Word (and Office), personal templates were stored in this folder:
C:\Users\ Owner or Owner’s Name \AppData\Roaming\Microsoft\Templates
Book II
Chapter 1
Creating a template to hold the form
Follow these steps to create a new template:
1. Press Ctrl+N to create a new document.
2. On the File tab, choose Save As.
You see the Save As window.
3. Click the Browse button.
The Save As dialog box opens.
4. Open the Save As Type menu and choose Word Template.
5. Enter a descriptive name for your template and click the Save button.
Word stores your template in the Default Personal Templates Location
folder (see the Warning in the previous section of this chapter to find
out how to tell Word where this folder is located on your computer).
Chapter 3 of this mini-book explains templates in detail.
Creating the form and data-entry controls
Your next task is to create the form and data-entry controls for your
template. Enter labels on the form where you will enter information. The form in
Figure 1-8, for example, has five labels: Name, Phone, Fee Paid?, Association,
and Date. After you enter the labels, follow these steps to create the
dataentry controls:
1. Display the Developer tab, if necessary.
If this tab isn’t showing, go to the File tab, choose Options, and on the
Customize Ribbon category of the Word Options dialog box, select the
Developer check box and click OK. (Book IX, Chapter 1 explains in detail
how to customize the Ribbon.)
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