Make Fillable Forms in MS Word - Content Control Form Fields Part 2

HOW TO MAKE FILLABLE FORMS IN MS WORD 365 (DATE PICKER, COMBO BOX, CHECK BOX, TEXT FIELDS) // Learn how to create fillable forms in Word using Content Controls for date picker, plain text form fields, checkboxes, and combo box drop-down lists. Learn about the customizable drop-down form field called a combo-box. Learn the difference between Legacy Tools and Content Control form fields and how to troubleshoot filling in forms errors. See how to edit properties of form fields and restrict editing to filling in forms for your end users. This video highlights an Employee Status Change Form template.
**BE SURE TO WATCH PART 1: • How To Create A Fillab...
TIP: Enable the Developer Tab in Word: • How To Show Developer ...
Enable the Developer Tab in Word for Mac: • How To Show Developer ...
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KEYWORDS: #MSWord, microsoft word tutorial, create fillable forms, fillable forms in word, microsoft word content controls, microsoft word content control form fields, enable developer tab, stop protection in word, content controls, content control form fields, date picker, combo box, combo box drop-down, customizable drop-down, plain text form field, checkbox form field, drop-down form field, Sharon Smith HR, @SharonSmithHR
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PLAYLISTS:
➤Creating Fillable Forms: • How To Create A Fillab...
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Пікірлер: 334

  • @Anniedarling222
    @Anniedarling2223 жыл бұрын

    Thank you for getting straight to the point and no extra filler talk! You explain everything so well and made it simple for me to create a quick form for work!

  • @rigrus1
    @rigrus13 жыл бұрын

    This is EXACTLY what I need to know to create my Incident Reports for my Company. I can not THANK YOU Enough!!! Yes, you are very clear & helpful & very nice to listen to while learning. I will be watching all of your videos this week & next to get this project completed. Thanks a million!!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Sarah! I'm so glad to hear you found my videos helpful! I have another video using legacy tool form fields where I use an Incident Report form as an example that you may find helpful: kzread.info/dash/bejne/eZuKkrWEdpPVj7g.html Good luck with building your forms and thanks so much for watching!

  • @davidrogis1110
    @davidrogis11104 жыл бұрын

    Thank you sharon, I am a EMS Instructor in Iowa and need to create a document that my students can fill out. You make it look very easy and I really liked your video on this. Look forward to seeing more. Dave Rogis, CCP / EMS-I Clinton Community College EMT Program

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi David! Thank you for your kind words, I'm very glad you found this video helpful. I created a playlist on my channel for Creating Fillable Forms so my new related videos will be easier to find. You can access the playlist here: kzread.info/dash/bejne/i5-ovJV7XdffodY.html Hope you find them all helpful. Thanks for the important work you do! Take care.

  • @davidgutierrez1378
    @davidgutierrez13784 жыл бұрын

    Thank you Sharon! you are the only one that has illustrated a simple easy sense to application of the Word tools to create a fillable form!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Thank you so much David! I have some more videos coming up that I'm working on that may be of help too. Many of them inspired by my viewer's questions on creating fillable forms. I'm so glad you found it helpful. Thanks for taking time to leave a comment, and thank you for watching the video. Take care!

  • @Purplegurl108
    @Purplegurl1083 жыл бұрын

    Thank you Sharon for explaining so calmly and clearly. You make learning easy! 🙂

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    You are very welcome! I'm glad you find my videos helpful! Thanks so much for watching!

  • @zoelife1429
    @zoelife14294 жыл бұрын

    I love how your simple step-by-step instructions and your enlarged screen which helped me follow your tutorial with ease. I watched part 1 also but forgot to like it because I was so anxious to see this one, lol! Thank you!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Thank you so much for the great feedback! I'm very glad you found my videos helpful. I have a playlist of videos related to filling in forms that you may find useful: kzread.info/dash/bejne/i5-ovJV7XdffodY.html Thanks so much for watching and taking time to leave a comment. I really appreciate it. Take care!

  • @therobertsuk8498
    @therobertsuk84984 жыл бұрын

    Lovely and clear. As an IT Trainer, I like to see how my colleagues in the industry do things, as often, folk do things differently. :-)

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Thank you so much! Very glad to hear you found my videos helpful, that is my goal! Thanks for watching and taking time to leave a nice comment. Best of luck!

  • @MrWoodsense
    @MrWoodsense4 жыл бұрын

    Thank you so much! I could clearly understand this video. You are an angel from digital heaven.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Oh, thank you very much! So glad you found this video helpful! Thanks for watching and taking time to leave a comment. Much appreciated!

  • @DommieDarling1
    @DommieDarling14 жыл бұрын

    Stayed all the way until the whistling stopped lol that was a great video! Thank you so much. This will enhance my work tremendously. Watching from New Zealand.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Dominique! I'm so glad you found this video helpful and it is great to hear it will help you with your work! Glad you found my channel all the way from New Zealand! Thanks so much for watching and taking time to leave a comment! Take care!

  • @MsBapd
    @MsBapd3 жыл бұрын

    Thank you. The instructions with the visuals are very helpful. I really appreciate how clear your instructions are.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thanks so much! I appreciate your feedback. Thanks for watching a taking time to leave a nice comment! Glad you found my videos helpful!

  • @darinjohnson4275
    @darinjohnson42752 жыл бұрын

    Now, I just need you to sit next to me for this form I am making LOL... enunciation, presentation, everything done so well. Thanks for the education.

  • @SharonSmith

    @SharonSmith

    2 жыл бұрын

    Haha! Thanks Darin! Glad you found it helpful. Thanks so much for watching!

  • @rustyvoiceinwilderness9580
    @rustyvoiceinwilderness95803 жыл бұрын

    Sharon you are one of thee best. Good communicator and easy to understand.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thank you so much for your kind words! I'm glad you find my videos helpful. Thanks for watching!

  • @zawmyotun9451
    @zawmyotun94513 жыл бұрын

    I love you, Sharon. I watch and learnt from your videos. Thanks for sharing these.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    You are very welcome!! Thank you for watching my videos! 🙂

  • @brookswilliams3205
    @brookswilliams32053 жыл бұрын

    Happy New Year Sharon! Thank you so very much for creating this amazing instructional series!! For years I hated Word because I didn't realize it could be such a useful tool. Your instructional videos have improved my understanding of the broad range of capabilities within this product. Word and I are on our way to becoming besties...kindest regards :-)

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Oh, thank you so much, Brooks! I really appreciate this feedback and so glad to hear my videos have helped you out and given you a better understanding of the capabilities of MS Word. Thanks so much for watching my videos! Hope you have a Happy and Healthy New Year!

  • @melbowlin3
    @melbowlin33 жыл бұрын

    Thank you so much!! I watch/used both the Legacy video and this one. I really appreciate your assistance!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    You are very welcome, glad to help! Thanks for watching my videos!

  • @Alexanne13
    @Alexanne133 жыл бұрын

    Very helpful video. Really appreciated the short format and relevant detail. Got two forms done thanks to you!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    That is awesome Alexanne! So glad you found my videos helpful. Thanks for watching and taking time to leave a nice comment. Take care!

  • @mgcservices7524
    @mgcservices75244 жыл бұрын

    Thank you Sharon! Just what I was looking for and can't wait to try it - I've subscribed and love your lessons and teaching style.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Malcolm! So glad to hear it. Thank you for the kind words and for taking time to leave a comment. Hope you find my other videos helpful as well. I have a playlist for various topics on creating fillable forms: kzread.info/dash/bejne/i5-ovJV7XdffodY.html Thanks for watching!

  • @mgcservices7524

    @mgcservices7524

    4 жыл бұрын

    Thank you for replying, Sharon. I’m attempting to create a rather complex fire risk assessment for so as you can imagine, lots of ‘if answer yes, do this. If answer no provide a list of solutions. I also need to like to returned solutions to an Action Table that will be at the end of the report. Do you know if this is possible? I could send you a section of a report if it helps to make sense. Thanks again. Love your videos.

  • @rogangranite
    @rogangranite3 жыл бұрын

    Wow double thanks again I just watch the part two. Of fillable forms I’m pretty sure I can do it now.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Thomas - yes of course you can! Here is the creating fillable forms playlist that you can refer to if needed, hope you find it helpful! Thanks so much for watching: kzread.info/dash/bejne/i5-ovJV7XdffodY.html

  • @lawrencehenson8409
    @lawrencehenson84093 жыл бұрын

    Hey Sharon, you make it look so easy, you're my "Go to Girl" for anything to do with MS, keep up the good work, take care & stay safe honey.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thanks so much for watching my videos, Lawrence! So glad to hear you find them helpful. Take care!

  • @InspirationsMarketing
    @InspirationsMarketing4 жыл бұрын

    Great tutorial simple and to the point. Thank you!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    So glad you liked it and found it helpful! Thanks for watching and taking time to leave a comment, I really appreciate it. Take care!

  • @CSquareful
    @CSquareful3 жыл бұрын

    Great videos in terms of information, but just as importantly, great presentation skill! Thank you.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thank you so much, Carol! That is great to hear. I'm glad you found my videos helpful. Thanks for watching!

  • @rijesh746
    @rijesh7462 ай бұрын

    👍 very nice videos and helpful too

  • @SharonSmith

    @SharonSmith

    Ай бұрын

    Glad to help! Thanks for watching!

  • @deannaandrews2056
    @deannaandrews20563 жыл бұрын

    Your videos are so clear. Thank you so much. I have had to mix the legacy with the new ones because do all the new elements would not tab through from check box to text. I also had to put in hints for the end user to know what to do. I imagine for the combo box there would have to be something that tells them they could either select or enter their own info. I look forward to more on fillable forms. Thanks again!!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    That is great! I’m so glad my videos are helping! Take care!

  • @somewhereupthere
    @somewhereupthere3 жыл бұрын

    That ending was beautiful, youre so talented!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Haha! Thank you for watching till the end 🎼

  • @nated.8709
    @nated.87094 жыл бұрын

    Excellent video. I'm making a QA checklist for reviewing easement exhibits.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Great! I'm so glad to hear you found my video helpful! Be sure to check out the other videos in the creating forms playlist, you may find some other tips that will help you out: kzread.info/head/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv Thanks so much for watching and taking time to leave a kind comment. I really appreciate it!

  • @dj-chakir
    @dj-chakir2 ай бұрын

    Thanks and keep up the good work.

  • @SharonSmith

    @SharonSmith

    2 ай бұрын

    Thanks so much! Glad you found it helpful. Thanks for watching!

  • @tarektab3y
    @tarektab3y4 жыл бұрын

    Well, You have made my day. Thanks a lot!!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Thank you Tarek! Glad to hear it. Thanks so much for watching and taking time to leave a comment!

  • @Mistershowaltermusic
    @Mistershowaltermusic2 жыл бұрын

    Your videos have been very helpful. I appreciate it!

  • @SharonSmith

    @SharonSmith

    2 жыл бұрын

    Glad to help, Adam! Thanks so much for watching!

  • @AnthonyBrown1791
    @AnthonyBrown17913 жыл бұрын

    Thanks so much! This was an easy video to follow.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Anthony! Glad you found my video helpful. Thanks for watching and taking time to leave a comment, much appreciated!

  • @drashukedia
    @drashukedia Жыл бұрын

    great video. was really helpful. I am loving all your videos and would be watching them all one by one to apply smart automation in my work.

  • @SharonSmith

    @SharonSmith

    Жыл бұрын

    That is great to hear! I’m so glad you are watching my Channel. Hope you find all the videos helpful! Take care!

  • @pamreaves7438
    @pamreaves74384 жыл бұрын

    Just what I needed....thank you

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    You are very welcome, Pam! So glad you found this video helpful Thanks for the kind words and for watching and taking time to leave a comment!

  • @Bellatopia
    @Bellatopia5 ай бұрын

    Great intro...thank you for the overview in the beginning...very helpful.

  • @SharonSmith

    @SharonSmith

    5 ай бұрын

    Glad to help! Thanks for watching!

  • @tuesday2665
    @tuesday26652 жыл бұрын

    Thank you for helping me look smarter than I am!

  • @SharonSmith

    @SharonSmith

    2 жыл бұрын

    Glad to help!! 😊 Thanks for watching!

  • @lindapertiwi1600
    @lindapertiwi16002 жыл бұрын

    Your video is always nice and helpful !

  • @SharonSmith

    @SharonSmith

    2 жыл бұрын

    Thank you, Linda! Glad you found my videos helpful. Thanks for watching!

  • @fileminokilicho1292
    @fileminokilicho1292 Жыл бұрын

    you are such a life saver. Thank you.

  • @SharonSmith

    @SharonSmith

    Жыл бұрын

    Glad to help! Thanks for watching!

  • @French4ForeignLegionnaires
    @French4ForeignLegionnaires3 жыл бұрын

    Hi Sharon as Promised I gave your site a mention on my new web channel. I even left a link in the comments section below. Thanks for posting a great channel, Joseph.

  • @melaniestevenson971
    @melaniestevenson9714 жыл бұрын

    Very Helpful!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    So glad you found it helpful Melanie! Thanks for watching and taking time to leave a comment. I really appreciate it!

  • @pennywhite5813
    @pennywhite58133 жыл бұрын

    Very easy to understand thank you so much

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thank you Penny! So glad you found my videos helpful! Thanks for watching!

  • @michalisnicolaides9732
    @michalisnicolaides9732 Жыл бұрын

    Nice presentation!

  • @SharonSmith

    @SharonSmith

    Жыл бұрын

    Thank you, Michalis! Also, thank you for subscribing to my Channel and for watching my videos. I really appreciate it!

  • @user-ne8dc2fq1p
    @user-ne8dc2fq1p Жыл бұрын

    I learned a lot from your video. thank you.

  • @SharonSmith

    @SharonSmith

    Жыл бұрын

    I'm glad you found my video helpful! Thanks for watching!

  • @ChrisSmithFW
    @ChrisSmithFW3 жыл бұрын

    Fantastic tutorial. Very well done. Thank you so much. (returning subscriber)

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thank you, Chris! Thanks for subscribing to my channel and watching my videos. Glad you find them helpful!

  • @deezer3080
    @deezer30803 жыл бұрын

    Great work 👍

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Thank you Dee! Thanks for watching!

  • @ericyuhasz
    @ericyuhasz Жыл бұрын

    Sharon, great tutorial on form creating. Can I add multiple email addresses in the coding for a submit button? If so, what does that look like in the coding that you provide to copy and paste?

  • @angietaylor9578
    @angietaylor95782 жыл бұрын

    Hi Sharon,! Your video saved me a ton of time. I am having an issue with the my document though. My form is meant to collect prescription information for open enrollment. I want people to be able to tab through the various fields as they fill in their information. When tabbing, the line area only gets bigger, it does not move to the next column or the next line. I did use the Rich Text option vs the Plan Text option when setting up my rows and columns. Both are not allowing for tabbing through the document. Is there something that I'm missing?

  • @GoldBigger
    @GoldBiggerАй бұрын

    Nice video

  • @SharonSmith

    @SharonSmith

    Ай бұрын

    Thank you! Thanks for watching!

  • @jnlflrs
    @jnlflrs3 жыл бұрын

    Hi! I appreciate this video so much! Thank you, but can I ask in what format do I have to save the file so others can use it? Please let me know!

  • @Saint_Pacman
    @Saint_Pacman3 жыл бұрын

    Sharon, great two videos on fillable forms. I am creating a form where I need employees to add text on a line. I currently have lines on my form that I did with tab stops but I cannot figure out how to get it where the person is able to actually type text over it. We are talking about 3-4 lines with each section that I need to have text available for. When I do the content control it just pushes the lines to the side so I am at a loss.

  • @charlesnorris8147
    @charlesnorris81474 жыл бұрын

    Thanks for sharing your knowledge. Recommendation: Show your viewers how to insert the developer Tab. Usually the developer tab is not active.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Charles! Great recommendation! I started including these instructions on the descriptions of all the videos in my Creating Fillable Forms playlist so viewers would have this info: TIP: To ensure the Developer tab is visible in MS Word so you can insert form fields, follow these steps: 1) Right Click on the Ribbon area and select "Customize Ribbon" 2) The Customize Ribbon and Keyboard Shortcuts window opens 3) On the right hand side under "Customize the Ribbon - Main Tab" ensure the "Developer" checkbox is selected, then click OK. But I realize not everyone reads the video descriptions so I'll likely do a quick tutorial on how to enable the Developer tab. Thanks for watching my videos and for your feedback. I appreciate it!

  • @charlesnorris8147

    @charlesnorris8147

    4 жыл бұрын

    @@SharonSmithNow, I feel silly because I'm a teacher and I'm guilty of not doing what I tell them to do, "Read the directions". haha Anyway, thanks for the downloads you provided. They are helpful templates. Take care and be safe.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    No worries at all! So glad you found all the downloads helpful. You take care and be safe as well. Thanks for watching!

  • @Ray-xq7fl
    @Ray-xq7fl3 жыл бұрын

    Hi Sharon, Thanks for the video, really helpful!!! Do you know whether these fillable fields would be compatible on a PDF? Like if I was to save the word document as a PDF? Thanks in advance!

  • @angelhoo1
    @angelhoo13 жыл бұрын

    Very, very helpful! Please continue to make more amazing videos. Love the background and the clarity of your video. If possible, can you tell me what you use to do that pleas? Thank you.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hello! Thank you so much for watching my videos. Glad you like them. I film with a green screen plus Camtasia as my screen capture software and then merge them together. I have affiliate links for the green screen and Camtasia which means if you click these links and make a purchase, I may make a small commission. ✦ Screen Recording Software: techsmith.z6rjha.net/NZG5b ✦ Green Screen: amzn.to/2DnHsY2 Thanks again for watching, take care!

  • @angelhoo1

    @angelhoo1

    3 жыл бұрын

    @@SharonSmith Great! Thanks for sharing with me.

  • @irenevaquerano1170
    @irenevaquerano11703 жыл бұрын

    Hello Sharon, thank you for your videos. I have a question, is it possible to add days to a date automatically in word like excel while working with two dates in a table? For example, by entering one date the other date automatically populates a date based on the formula of adding predetermined days.

  • @jowek78
    @jowek783 жыл бұрын

    Great and clearly explain tutorials. Just a quick question. If i need to restrict the number of words in a particular text box, how can i do it?

  • @gabyrivas4538
    @gabyrivas45382 жыл бұрын

    Sharon, this video was so helpful. I do have a question is there a way that on the document a pop up window can ask the questions then pull the information into the text vs the person clicking the gray boxes?

  • @healthyb9115
    @healthyb9115 Жыл бұрын

    Hi Sharon, I just discovered these videos and they are very clear and precise thankyou. Please keep up the good work as it is really appreciated. Ques:- I have created a fillable word form using content controls. But i cannot change tab order between controls, despite looking everywhere over the past two days. Do you have a video that covers this please? Also is it possible to make a tab order in a multi column table to go from top to bottom in a column rather then left column and then right column? Thanks in advance.

  • @captainwalker
    @captainwalker4 жыл бұрын

    Brilliant. I'm really appreciative of your generosity. Where's your donations link? I'm thinking about forms that have tables. How can we restrict or allow editing in individual cells of some tables? Quite a challenge I imagine.

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hello Russell! Thanks so much, I'm so glad you found my videos helpful. I have a video that shows how to insert form fields within a table with borders. Here is a link to that video: kzread.info/dash/bejne/eZuKkrWEdpPVj7g.html In addition to this video, another viewer had a question on how to ensure the table width did not change when users filled in the form, so here are some additional instructions that you may find helpful if you are building a table template for your form: Highlight your table and right click to select “Table Properties.” When the Table Properties window comes up, on the first tab (Table) click the “Options” button near the bottom right. The Options menu pops up, and go ahead and UN-check the box that says “Automatically resize to fit contents” then click OK and OK. This should effectively “lock” your table so that a user can type unlimited into your text form field and their contents will expand down and not over horizontally (messing up the width of your other columns). I truly appreciate you watching and sharing my videos! If you ever want to donate, here is my channel donation link: www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url Thank you!! Take care!

  • @rogangranite
    @rogangranite3 жыл бұрын

    Thank you I watched two of your videos regarding this matter. I felt they were the best I’ve seen so far. I’m not an expert but looked pretty good to me. Do you recommend any simple database programs that I could use to gather my orders together in my business. I looked through your videos but I didn’t see one that you offered.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Thomas! Thanks so much for your kind words, I'm very glad to hear you found my videos helpful. Not knowing exactly what you need to accomplish, you could do something simple like keeping your database in MS Excel. Or you can look into QuickBooks, or GoDaddy Bookkeeping, or FreshBooks.com if you need something like that for your business. I have an affiliate link for FreshBooks if you are interested: freshbooks.com/pricing (as a disclaimer, I would earn a small commission if you click this link and make a purchase). Hope this helps! Thanks again for watching my videos!

  • @kenlee247
    @kenlee2474 жыл бұрын

    Nice. Didn't know I can do that 😅

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Ken! So glad you found the video helpful! I also have a video on how to make a fillable form using legacy tools form fields in case you are interested here is the link to that one: kzread.info/dash/bejne/i5-ovJV7XdffodY.html. I really appreciate you taking time to leave a comment. Thank you!

  • @beckywachtman6013
    @beckywachtman60134 жыл бұрын

    This is so helpful! Thank you so much. I have a question that probably next-level training but I would love to hear your suggestions! My employer wants me to take a bunch of forms (about 30 pages) and make them online forms - which you have shown me how to do. BUT they want the content of the forms to be saved somewhere accessible and manipulative (for example, a spreadsheet of all of the email addresses or snail-mail addresses collected - which could then be used to make mailing labels etc). Is there a relatively easy way to do that? And thank you again!

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Becky! So glad you found this video helpful! There are ways you can extract and save the data from a completed form. I'm working on a video for that and hope to have it out soon. Hopefully it will be in time to help you out. Thanks for the great question! Take care!

  • @CallidusFrigidus
    @CallidusFrigidus3 жыл бұрын

    Hey Sharon! I have to make a form where the client can enter their logo in the header so that it can appear in every page of the form. Image content control doesn't seem to work in the header though. Any workaround or tips for this?

  • @user-mw1th1le9m
    @user-mw1th1le9m3 жыл бұрын

    what was in end I really never expected that an It trainer can be like that.... hahahahhahahahahah

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Haha! Yes, I'm full of surprises. Thanks for watching!

  • @user-mw1th1le9m

    @user-mw1th1le9m

    3 жыл бұрын

    @@SharonSmith Sister I asked something about in your an other video please reply sharply Thank You!!!!!!

  • @painlessofficesolutions1743
    @painlessofficesolutions17432 жыл бұрын

    Hello. Thank you for your videos. I find them very helpful. I created a locked word template using Legacy tools with auto populate and formulas however some of the users are using Apple devices and they are unable to fill in their data in the form. I am going to try using Content Control. Any suggestions?

  • @Parroteer
    @Parroteer2 жыл бұрын

    Hi. I've seen a couple of your fillable forms on words video, it's pretty straight forward. They're done quite well. However, i wonder if you had a guide they show how to replicate values from dropdown results selected from a parent box. Let's say i had 3 pages of fillable form. Each page they're one section that need users to input the company name. It's frustrating for users to keep inputting the same name over and over again. So i wondered if i get user to select the company name from a dropdown list in page 1, it'll automatically bring over that value to the other 2 pages and fill it with that company name. I hope that it's for content control instead of legacy dropdown . Because i did the legacy dropdown and it had an issue of requiring users to tab out to allow those values to replicate over. I would like it to seamlessly replicate over when users switch to other forms to input without tabbing over.

  • @ruheekassam6759
    @ruheekassam67593 жыл бұрын

    Hello Sharon, Thank you for the wonderful videos. Can you please explain if it is possible to create multiple choice questions in word using the checkbox legacy tool?

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Ruhee, yes you can design your document to include checkboxes with various labels to create the ability for users to select a multiple choice option. Here is a video on Legacy Tool form fields. I hope this helps! kzread.info/dash/bejne/h3l8x7auppjad5M.html Thanks for watching my videos!

  • @photobot4035
    @photobot40353 ай бұрын

    Great lesson Sharon! I have a question for anyone how may know. Is there a way to reference a content control combo box and text field at the bottom form; i know how do to it with the legacy controls but have not been able to find away to do it with the Active X controls. Thanks

  • @botrrun9399
    @botrrun93992 жыл бұрын

    I had created a form before watching this video. I had both legacy and the other control X fields. I did that because I could not set the field length limits with the new controls. Can the non-legacy controls have their limits set?

  • @videonini2004
    @videonini20044 жыл бұрын

    Hi Sharon. This is a great video! Is there a way to have a drop down menu where you can select more than one answer?

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Marcia! So glad you found this video helpful. Unfortunately MS Word does not have a multi-select drop-down option. You may want to look into another solution like MS InfoPath or SurveyMonkey if you need an online tool. I hope this helps! Thanks so much for watching my videos. I appreciate it.

  • @Lorna1114
    @Lorna11143 жыл бұрын

    Thank you Sharon for your great video. Is there a way to insert numbers into a check box? I'm doing a questionnaire which will be emailed out and in one question I'm asking participants to rank something from 1 to 6, if that makes sense. I've tried drawing a text box but looks terrible.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Lorna! One thing you can do is to create a Table in your document (Go to Insert - Table and select the number of rows and columns you want) then you can place checkboxes within your table. Here is a video that shows how to do this: kzread.info/dash/bejne/oaOcj6xqZtO_lZc.html (the middle of the video shows a ranking type scenario that might be similar to what you need to create). I hope this helps! Thanks so much for watching my videos!

  • @rudi-gruber
    @rudi-gruber2 жыл бұрын

    very helpful videos - one question stays for me: is it possible to insert radio buttons or do I have to take a list field to ensure that only one option is selected? thx

  • @cornbrains
    @cornbrains Жыл бұрын

    Can you create a fillable form that gives the user total control over a text field (type, insert picture, draw, etc.) and/or can you have a digital signature field all while still resticting editing for the rest of the form? Love your videos.

  • @Darimar7
    @Darimar73 жыл бұрын

    Hello! Thank you for your videos. Is there a way to apply a combo box (so the user can add their own response different from the drop down list) in a multiple level dependent drop down list?

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hello! I'm not sure how you would do this as combo box is a content control form field. If I come across a way, I will let you know. Thanks so much for watching my videos! I appreciate it.

  • @roxaneleger5290
    @roxaneleger52903 жыл бұрын

    Hi, Thank you for this video. However, how do you prevent the text from moving when you fill up the text box ?

  • @aston68a
    @aston68a3 жыл бұрын

    Hi Sharon, Is it possible to use content control features in Headers and Footers? I tried using Control F9 then REF fieldname but the the fieldname does not seem to show in the Header but it does in the main page.

  • @leisabeasley9969
    @leisabeasley99693 жыл бұрын

    Great video. Is there a way to add multiple titles in a combo/drop down box all at once? instead of 1 at a time? Having many titles I want a quicker way to add them in my drop down. Thanks!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Leisa! As far as I know, there is not an easy way to do this without a VBA macro. If I come across a way to do it more quickly, I'll let you know. Thanks so much for watching my videos! Take care!

  • @washingtonalmeida75
    @washingtonalmeida753 жыл бұрын

    Hi Sharon, I watched your other two videos on Legacy Fillable Forms and Auto-Populate with Fillable Forms but couldn't get it to work on a newer version of Word. Is there an up-to-date version of the Auto-Populate With Fillable Forms if we use Content Control Form Fields instead of Legacy Fillable, or the same method of displaying the form content applies to both fillable forms?

  • @markk364

    @markk364

    2 жыл бұрын

    Sharon only replies to applause and praise - not difficult and important questions about her videos. But I will answer (and turn off monetezation): Word 365 DOES NOT support Legacy Forms Properties, meaning you cant do the types of things you could in the past: text format conversion.......CALCULATIONS, unless you write VBA in the new - and improved "Content Controls" Oh Joy ----

  • @sandycunninghammcclelland6116
    @sandycunninghammcclelland61163 жыл бұрын

    If I have a file with 5 separate documents, can I set to auto populate needed info from one doc to another? Do you have a video addressing this. I need to share different documents with different employees.

  • @jamesfrost4278
    @jamesfrost42782 жыл бұрын

    Hi Sharon have just viewed this and is great, although I want to also create a form where text I enter in one place is also duplicated in multiple areas throughout the form i.e. enter a clients name once and it duplicated automatically throughout the rest of the form?

  • @SharonSmith

    @SharonSmith

    2 жыл бұрын

    Hi James! Yes, you can repeat form fields if you use Legacy form fields. Here is a video on how to do that: kzread.info/dash/bejne/iIOEuMORgs25k6w.html I also have a video that shows a way to repeat form fields in a Header or Footer if that is also needed: kzread.info/dash/bejne/o5xtuq9mhLq1pag.html Hope this helps! Thanks for watching!

  • @denisekobrin9338
    @denisekobrin93382 жыл бұрын

    Love your videos. Would you please let me know why you would use Content Controls versus Legacy Tools? Also, can you copy and past content control form fields as you can with the Legacy tool controls? Lastly, do you have a practice document to follow along with?

  • @markk364

    @markk364

    2 жыл бұрын

    Legacy Tools is not available in Word 365 - she doesn't mention that b/c she either does not know, or she does not want to restrict the viewing of her vids. These content creators usually do not respond to technical quandaries, only applause and praise! Word 365 Content Controls also relies on VBA vs Legacy Tools "Properties" - which makes using the 'new' content controls very difficult. Only MS would downgrade their SW and call it a new version.

  • @samikarouaoui249
    @samikarouaoui2493 жыл бұрын

    Thank you so much! Sharon, Could you please tell us how we can use {REF....} for a Header (Automatic title)!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hello Sami! You can accomplish this by creating a new Character Style and applying that to your form field and then in your header, you can insert a STYLEREF instead of a REF and it will auto populate in the header from the form field. I'll work on a video showing how to do this. Thanks so much for watching!

  • @carolinesin89
    @carolinesin893 жыл бұрын

    I need to do an attendance form for one time purpose. Some columns use drop down. Seem I can’t copy the design. Do I need to insert the design row by row?

  • @tracylee3104
    @tracylee31043 жыл бұрын

    Any idea why I don’t get the normal Content Control Properties box when I click on Properties to populate my combo box entries? Instead of the normal box like yours I’m getting a Properties 2-column table that lists all of the properties individually, i.e. Autosize, Autotab, Backcolor, Backstyle, etc.

  • @weewinchai3497
    @weewinchai34974 жыл бұрын

    Hi Sharon, thanks for the video. Is there a way to include a signature box? And, look forward your "Submission" too. Cheers

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi! There are some different options for getting signatures on forms. MS Word actually has a Signature Line function on the “Insert” tab under the “Text” function, however the user you send it to for their signature would have to have a digital signature already set up. The option I recommend if you are able to accept a typed signature or allow a user to insert an image file of their signature is to create an underline section that the signature line stays in place while the user types on the line (or inserts an image on the line). To do this, you would insert a 1x1 table with just the bottom border turned on. Here are instructions on how to do this: 1. Go to Insert, click Tables under the Tables group 2. Click the upper left box to insert a 1x1 table where you want your signature line 3. You can resize the table to the size you want by grabbing/dragging 4. Highlight to select the table and the Table Design options will appear up on your Ribbon, select the Borders drop-down (alternately, that quick formatting window may appear and you’ll see a “Borders” drop-down) 5. Select No Border, then drop down again and select “Bottom Border” This should insert your signature line that will stay in place while the user types. You can hit Shift plus Enter and type “Signature” or any other instructions under the signature line table. I’ll work on a video to show how to do this. This option also allows for the user to print the completed form, sign and scan it back in. Other options for signatures would be if you had Adobe Sign or DocuSign which converts your form to a PDF for signatures but those services are not free. I hope this is helpful! Thanks so much for watching my videos.

  • @nithikasn
    @nithikasn3 жыл бұрын

    Hi Sharon, While using combo box drop down, I need two cloumns one is display & other is Value how to do both at a time

  • @ellenrobins7769
    @ellenrobins77696 ай бұрын

    hello Sharon and thank you for sharing your skill and information on forms. I do have a question, though. If I am creating a form that my users will retreive from the cloud and then send to me, what is to prevent from them saving what they wrote so that the next user sees that instead of a blank form. One other question...is their a limit to the number of text characters when using form fields? For example if they are answering a question that requires a lengthy answer do I need to make any adjustments to the placement of the controls?

  • @SharonSmith

    @SharonSmith

    6 ай бұрын

    Hello! Instead of saving as a document file type, be sure and save your form as a template (.dotx file type). Users can make a copy of the template for their responses, and this won't affect the original form. This ensures that each user starts with a clean form. To my knowledge there is no limit to a user's input on a legacy text form fields. You can set a max character limit in the form field properties if needed. Be sure and communicate any special instructions on the form. Here is another video you may find helpful: kzread.info/dash/bejne/eZuKkrWEdpPVj7g.html Thanks for watching!

  • @najgerrish625
    @najgerrish6252 жыл бұрын

    Is there anyway you can link two Content Controls together say if you enter a Name into the top of the form and then it automatically fills the department of that employee? If you have that data. I'm basically trying to create 2 different templates in 1 template so if you change one of the fill boxes at the top of the template it then changes the template/narrative throughout the template - choosing either option?

  • @aston68a
    @aston68a3 жыл бұрын

    Hi Sharon, I just posted one question minutes ago. 2 more questions if you could help please: 1) How do I make user select only one checkbox out of a group of 3? 2) How do I limit user to fill up text in a cell of a table without expanding the cell when the box is full? Thanks a million.

  • @k303b4
    @k303b43 жыл бұрын

    Hi Sharon - can you please confirm that the only way to tab through the form fields (vs. clicking on each one to fill it out) is by using the Legacy Tools? Or, does using the Plain Text fields (rather than Rich Text) allow you to tab through? If it does allow you to, does that include the drop-down and date picker fields as well? Basically, I'm trying to create a form that will allow the user to tab through the form to complete the necessary fields. I like the Content Control fields because they allow me to "title" the field so the user knows what to put in that field. Thanks for a great video and your help!

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hello! Users should be able to tab through the content control form fields (plain text, date picker, etc.) except for the Rich Text. The Rich Text content control form field lets users hit return and tab within the form field so they can't tab to the next form field if you use that particular one. But you should be good to go with the others. I recommend testing your form thoroughly to ensure it works how you want it to for your users. Thanks so much for watching my videos!

  • @drjaffery
    @drjaffery Жыл бұрын

    is this video for MS Word MAC or for for PCs . the first one was Word Mac. I cant see this under developer on my MacBook

  • @infochannel4873
    @infochannel4873 Жыл бұрын

    Hello Sharon, Thank you for sharing this video. I do have an issue with the value of dropdown menus not being shown. Essentially I am trying to have a dropdown with Display Names : Anger 01, Anger 02, Anger 03. Based on selection of any of these the value of a full sentence appears that is unique to the selection. Is there a video where you explain how to do this? Thank you, Michael

  • @aydenbosse3362
    @aydenbosse33623 жыл бұрын

    hi Sharon, im not sure if this is possible but i thought you'd be the person to ask. i have a Microsoft surface laptop and i have followed your videos so far with making fillable forms but i would like to have a spot for a signature when restricted. can you help me??

  • @markmcfadden9338
    @markmcfadden9338 Жыл бұрын

    I have a drop down menu with the days of the weeks and I want to allow the user to select multiple days...is there a way to set that up?

  • @imkurteh
    @imkurteh3 жыл бұрын

    I am making a form for an abstract template that will be published in a scientific periodical. Our publisher wants specific fonts and sizes. Which is easy with the RTF content field. But. I also need users to be able to use bold/underline/italics. How do I restrict the font and size, while letting a user use bold/underline/italics for specific portions of the text? If they copy and paste from another document will the formatting shift to the new box’s style, or remain the same as the original document?

  • @marieyambor2920
    @marieyambor29203 жыл бұрын

    Sharon, I am trying to set up some legal documents to repeat information throughout the document. Is there a way to have the format of the text that is being repeated be different depending on where it is being repeated. In other words, if it is bold in the first paragraph it seems to be bold throughout the document, which is not my goal. Thank you so much for your help on this.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hi Marie! Yes, you can use REF fields to repeat what a user fills in from a bookmarked form field and then apply different formatting to that REF field by inserting a field switch. Have you watched my video on repeating form fields to auto-populate? kzread.info/dash/bejne/iIOEuMORgs25k6w.html You can watch this video and add a field switch after the REF code. For example, if your bookmarked form field was labeled "Text1" then here is how you would use the field switch: {REF Text1 \*MERGEFORMAT}. If the MergeFormat switch doesn't give you your desired result, you can use the \*Charformat switch instead and apply whatever formatting you want to appear there to the letter R in REF. I will work on a video for this to show people how to do it. Hope this helps! Thanks for watching my videos.

  • @shristymarkan2772
    @shristymarkan27723 жыл бұрын

    💕💕💕

  • @terryhill3228
    @terryhill32284 жыл бұрын

    Hi Sharon your tutorial for form filling was fantastic thank you. Could I ask a question please, I have completed my form and added boxes but it the person who is filling in the form enters a lot of text it widens the box and it goes onto another page. Can I stop this happening as my form is quite large and full and if any extra lines are used by the person filling the form it drops onto another page and I don't want that to happen. Thank you Terry

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Terry! Thank you, glad you found this video helpful. If you are using Legacy Tools form fields then when you double-click to open properties, you can set a maximum limit (that includes characters and spacing). If you are using content control form fields, then there is not an easy way to limit the characters. I would recommend opening the properties and then check the box that allows you to open the New Styles button and then you can set the font size a bit smaller. This may help out. Hope this helps!

  • @onkelkonkel5
    @onkelkonkel5 Жыл бұрын

    Very good tutorial. I was wondering if you could change the “help text” in a text box. Right now it says “Click or tap here to enter text.” I would like to customize that text but can’t find how.

  • @SharonSmith

    @SharonSmith

    Жыл бұрын

    Hi Max - here is a video that may help you. One thing we review in this video is how to update placeholder text on content control form fields. Hope this helps: kzread.info/dash/bejne/mXaWlLN_e8bSgsY.html Thanks for watching!

  • @bartonlouiskevin2445
    @bartonlouiskevin24452 жыл бұрын

    Is there a way to keep the entered data from scrolling the additional data on to the next line?

  • @MusaAbdulaiIssatoKamara
    @MusaAbdulaiIssatoKamara27 күн бұрын

    Which too or software are you using to display your face? I enjoyed it so much 😂😂

  • @SharonSmith

    @SharonSmith

    19 күн бұрын

    I shoot on a green screen and record my desktop and put it together in post-production 😉

  • @georgiostheodorou9946
    @georgiostheodorou99464 жыл бұрын

    Sharon how do you decide when to use legacy tools or content controls?

  • @SharonSmith

    @SharonSmith

    4 жыл бұрын

    Hi Georgios! If you just need a few simple form fields like text box, check box or drop-down, then I think using Legacy Tools is good (they are compatible with lower versions of Word) and they are easy to format and work with. Content Control form fields are newer and offer more options like the date picker and combo-box so if you need that, I recommend using all Content Control form fields. The key is to only use one or the other in your document to avoid issues for your end users. Hope this helps! Thanks so much for watching and taking time to leave a comment. I appreciate it! Take care.

  • @df73608
    @df736083 жыл бұрын

    How do you prevent the rich text entry from affecting the positioning of the next data field. I need to limit the data entry capabilities to protect the sheet layout.... ta

  • @ThePhins1972
    @ThePhins19723 жыл бұрын

    Hi Sharon, your tutorials are very informative. However, Is there any way that I can add a dropdown menu for date of birth status, similar to date and time using word? Hope that makes sense.

  • @SharonSmith

    @SharonSmith

    3 жыл бұрын

    Hello Ivan! Can you use the Date Picker content control? Users can type in a date or use the selector (though they have to scroll a lot if using the selector). You can update the properties on the form field if you want to change the date format. Otherwise, if you create a drop-down form field for Month, Day and Date - you may run into limitations in MS Word on how many drop-down selections are allowed. I hope this helps! Thanks for watching my videos.