How to create a custom fillable form in Word

Creating custom fillable forms in Microsoft Office Word is not much of a task. It will work great for people who do not want to write code or do not want to spend time working on online solutions for creating a fillable form. We will be covering 6 steps that are to be followed in the given sequence in order to build and use the best possible form. So, without any further delay, let us just jump right in.

Google Docs vs. Microsoft Word Online

How to create a fillable form in Word

1. Show the Developer Tab

First of all, start by clicking on the File tab. Now, click on Options. Then, click on Customize Ribbon.

create a custom fillable form in Word

Under that section to customize the ribbon, select Main Tabs and then select Developer checkbox and finally click on OK.

2. Select a template for the form

For this, you will have to start from a template.

To select a template, you will have to click on the File tab. Then click on New.

Inside the Search online templates box, select the type of form that you want and then hit the ENTER key. Select your desired form and click on Create.

For the sake of this tutorial, I would recommend selecting the Blank Template as of now.

3. Add content to the form

Now, it is the time where we will be adding fields to the form.

For that, click on the Developer tab that we just made visible in step 1.

Then click on Design Mode. Now you can start designing the form.

3.1 Enter a text field

For the sake of getting a name, address and other things as an input, you might have to make use of the text field.

Start by selecting the place where you need to add this field.

In the Developer tab, click on Rich Text Content Control or Plain Text Content Control.

3.2 Inserting a date picker

In the same section as we used in Step 3.1, click on Date Picker Content Control to add a Date Picker.

3.3 Inserting a checkbox

Now, in the same manner, you can also insert a checkbox by clicking on Check Box Content Control.

4. Define or modify properties for Content Controls

Now, just select and open content control that you have just inserted inside of your form.

Then click on Properties in order to change the properties as per your wish.

5. Add instructional text

Inside the same Developer menu and the same Design Mode click on content control where you want to have the instructional text.

Edit the placeholder now.

Then turn off the design feature to save the instructional text.

6. Add protection to a form

Now, in order to lock or protect forms, you need not do anything fancy.

Click on Home. Then click on Select > Select All or just hit the CTRL + A combinations.

Click on Developer > Restrict Editing and thenselect all the protections that you need and then finally click on Yes, Start Enforcing Protection.

That is all there is to it!

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Ayush has been a Windows enthusiast since the day he got his first PC with Windows 98SE. He is an active Windows Insider since Day 1 and is now a Windows Insider MVP. He has been testing pre-release services on his Windows 10 PC, Lumia, and Android devices.

One Comment

  1. Liz Gilbert

    I’ve built a fillable form in Word that has some weird bugs. The number one being you can’t spellcheck a protected form. I’ve had coworkers try to help me add the spelling macro without any luck. At this point we’d be willing to pay someone who knows what they’re doing to fix the form (it’s our employee quarterly evaluation form). I haven’t found anything out there though on who I could contact. Do you guys have anyone you could suggest? Thanks!

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