Word 2016: Forms in Depth

1h 32mIntermediate2016-01-27

Authors

Gini von Courter

Teaching computer classes on Microsoft Office for 20+ years

Course details

Learn how to create electronic forms that are visually pleasing and easy to navigate with Word 2016. This course covers designing a form; capturing data effectively with form controls such as dropdown lists, date pickers, and check boxes; and testing, protecting, and distributing forms. Gini Courter also shows how to accelerate form creation with free Microsoft.com templates and customize and share templates with colleagues.

Learning objectives
Recall good reasons to build a form in Word.
Name the control that allows a user to either enter free text or choose from a predefined list.
Recognize the appropriate use of plain text controls and rich text controls.
Identify the default selection necessary to ensure that respondents agree or disagree with certain conditions.
Recall what you would not want to see when testing a form.
Explain what happens when inserting an image into a picture content control.

Skills covered

Word ProcessingMicrosoft WordMicrosoft OfficeBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Welcome
02 - What you should know before watching this course
03 - Using the exercise files

1. Getting to Know Word Forms

04 - Introduction to Office 2016 forms
05 - Displaying the Developer tab
06 - Starting with a template from Microsoft.com
07 - Gathering form requirements
08 - Using tables to layout a form
09 - Formatting form tables

2. Inserting Form Controls to Capture Data

10 - Overview of form controls
11 - Inserting controls for text entry
12 - Inserting list controls
13 - Inserting a date picker control
14 - Inserting a check box control
15 - Inserting a repeating section content control
16 - Inserting a picture content control

3. Finishing a Form

17 - Protecting the form
18 - Testing the form
19 - Saving a form as a template
20 - Sharing the template with your team

4. Creating Internal Forms with Building Blocks

21 - Understanding building blocks
22 - Creating and saving building blocks
23 - Using the building block gallery content control

Conclusion

24 - Next steps