Microsoft Word 2010 Chapter 10 Creating a Template for an Online Form

MicrosoftWord 2010

Chapter 10

Creating a Template for an Online Form

Creating a Template for an Online Form 2

• Design an online form• Save a document as a template• Change paper size• Insert a borderless table in a form• Show the Developer tab• Insert plain text, drop-down list, check box, rich

text, combo box, and date picker content controls

Objectives


• Edit placeholder text• Change properties of content controls• Insert and format a rectangle shape• Customize a theme• Protect a form• Open a new document based on a template• Fill in a form

Objectives


Project – Online Form


• Design the form• Determine the correct field type for each data

entry field• Save the form as a template• Create a functional and visually appealing form• Determine how the form data will be analyzed• Test the form• Publish or distribute the form

General Project Guidelines


• If necessary, open a new blank document in the Word window

• With a USB fl ash drive connected to one of the computer’s USB ports, open the Backstage view and then click the Save & Send tab in the Backstage view to display the Save & Send gallery

• Click Change File Type in the Save & Send gallery to display information in the right pane about various fi le types that can be opened in Word

• Click Template in the right pane to specify the fi le type for the current document

Saving a Document as a Template


• Click the Save As button to display the Save As dialog box with the file type automatically changed to Word Template

• Type the desired file name in the File name text box

• If necessary, navigate to the desired save location• Click the Save button to save the document as a

Word template with the entered file name





• Click the Page Width button (View tab | Zoom group) to change the zoom to page width

Zooming Page Width


• Click the Page Size button (Page Layout tab | Page Setup group) to display the Page Size gallery

• Select the desired page size or click More Paper Sizes in the Page Size gallery to display the Paper sheet in the Page Setup dialog box

• If you chose More Paper Sizes, type the desired height and width in the Page Setup dialog box

• Click the OK button to change the paper size to the entered measurements

Changing Paper Size


Changing Paper Size


• Position the insertion point where the table should be inserted• Click the Table button (Insert tab | Tables group) to display the

Table gallery• Click the cell corresponding to the dimensions of the table you

wish to insert• Select the table• Click the Borders button arrow (Table Tools Design tab | Table

Styles group) to display the Borders gallery• Click No Border in the Borders gallery to remove the borders

from the table• Click the first cell in the table to remove the selection

Using a Table to Control Layout


Using a Table to Control Layout


Content Controls


• Open the Backstage view• Click the Options button in the Backstage view to

display the Word Options dialog box• Click Customize Ribbon in the left pane• Place a check mark in the Developer check box in

the Main Tabs list• Click the OK button to show the Developer tab on

the Ribbon

Showing the Developer Tab


Showing the Developer Tab


• Click the Plain Text Content Control button (Developer tab | Controls group) to insert a plain text content control at the location of the insertion point

Inserting a Plain Text Content Control


• With the plain text content control selected, click the Design Mode button (Developer tab | Controls group) to turn on design mode, which displays tags at the beginning and ending of the placeholder text

• If necessary, click the placeholder text to position the insertion point in it

• Edit the placeholder text as desired• Click the Design Mode button (Developer tab |

Controls group) to turn off design mode

Editing Placeholder Text


Editing Placeholder Text


• With content control selected, click the Control Properties button (Developer tab | Controls group) to display the Content Control Properties dialog box

• Make the desired changes, and then click the OK button

Changing the Properties of a Plain Text Content Control


Changing the Properties of a Plain Text Content Control


• With the placeholder text selected, display the Home tab

• Click the More button (Home tab | Styles group) to expand the Styles gallery and then click the desired style

Formatting Placeholder Text


• Click the Drop-Down List Content Control button (Developer tab | Controls group) to insert a drop-down list content control at the location of the insertion point

Inserting a Drop-Down List Content Control


• With the drop-down list content control selected, click the Control Properties button (Developer tab | Controls group) to display the Content Control Properties dialog box


Changing the Properties of a Drop-Down List Content Control


Changing the Properties of a Drop-Down List Content Control


• Click the Check Box Content Control button (Developer tab | Controls group) to insert a check box content control at the location of the insertion point

Inserting a Check Box Content Control


• Click the Rich Text Content Control button (Developer tab | Controls group) to insert a rich text content control at the location of the insertion point

Inserting a Rich Text Content Control


• Click the Combo Box Content Control button (Developer tab | Controls group) to insert a combo box content control at the location of the insertion point

Inserting a Combo Box Content Control


Inserting a Combo Box Content Control




Changing the Properties of a Combo Box Content Control


Changing the Properties of a Combo Box Content Control


• Click the Date Picker Content Control button (Developer tab | Controls group) to insert a date picker content control at the location of the insertion point

Inserting a Date Picker Content Control



• Make the desired changes, and then click the OK Button

Changing the Properties of a Date Picker Content Control


Changing the Properties of a Date Picker Content Control


• Click the Shapes button (Insert tab | Illustrations group) to display the Shapes gallery

• Click Rectangle in the Rectangles area of the Shapes gallery, so that you can draw a rectangle on the screen

• Position the crosshair mouse pointer at the top-left corner for the rectangle

• Drag the mouse pointer downward and rightward to form a rectangle

• Release the mouse button to draw the rectangle shape

Drawing a Rectangle


Drawing a Rectangle


• With the graphic selected, click the Send Backward button arrow (Drawing Tools Format tab | Arrange group) to display the Send Backward menu

• Click Send Behind Text on the Send Backward menu to position the graphic behind the text

Sending a Graphic behind Text


Sending a Graphic behind Text


• With the shape selected, click the Shape Effects button (Drawing Tools Format tab | Shape Styles group) to display the Shape Effects menu

• Point to Shadow on the Shape Effects menu to display the Shadow gallery

• Click the desired shadow effect to apply the selected shadow to the selected shape

Adding a Shadow to a Shape


Adding a Shadow to a Shape


• Select the text to be highlighted• Click the Text Highlight Color button arrow (Home

tab | Font group) to display the Text Highlight Color gallery

• Click the desired highlight color to highlight the selected text in the selected highlight color

Highlighting Text


Highlighting Text


• Click the Theme Colors button (Page Layout tab | Themes group) to display the Theme Colors gallery

• Click Create New Theme Colors in the Theme Colors gallery to display the Create New Theme Colors dialog box

• Click the button corresponding to the theme color you wish to customize

• Click the desired theme color• Repeat the previous two steps for each theme color you wish to

customize• Type the desired theme name in the Theme text box• Click the Save button to save the modified theme with the

entered name

Customizing a Theme Color and Saving It with a New Theme Name


Customizing a Theme Color and Saving It with a New Theme Name


• Click the Restrict Editing button (Developer tab | Protect group) to display the Restrict Formatting and Editing task pane

• In the Editing restrictions area, place a check mark in the ‘Allow only this type of editing in the document’ check box and then click its box arrow to display a list of the types of allowed restrictions

• Click ‘Filling in forms’ in the list to instruct Word that the only editing allowed in this document is to the content controls

• In the Start enforcement area, click the Yes, Start Enforcing Protection button, which displays the Start Enforcing Protection dialog box

• Click the OK button to protect the document without a password• Close the Restrict Formatting and Editing task pane to show the

protected form

Protecting a Form


Protecting a Form


• Click the Windows Explorer program button on the Windows taskbar to open the Windows Explorer window

• Navigate to the location of the saved template• Double-click the file corresponding to the theme

for which you want to create the new document

Using Windows Explorer to Open a New Document That Is Based on a Template


Using Windows Explorer to Open a New Document That Is Based on a Template


Filling In a Form and Saving It


• Design an online form• Save a document as a template• Change paper size• Insert a borderless table in a form• Show the Developer tab• Insert plain text, drop-down list, check box, rich

text, combo box, and date picker content controls

Chapter Summary


• Edit placeholder text• Change properties of content controls• Insert and format a rectangle shape• Customize a theme• Protect a form• Open a new document based on a template• Fill in a form

Chapter Summary

Chapter 10 Complete

MicrosoftWord 2010

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Microsoft Word 2010 Chapter 10 Creating a Template for an Online Form