microsoft word 2010 chapter 10 creating a template for an online form
TRANSCRIPT
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
Creating a Template for an Online Form 3
• 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
Creating a Template for an Online Form 5
• 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
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• 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
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• 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
Saving a Document as a Template
Creating a Template for an Online Form 9
• Click the Page Width button (View tab | Zoom group) to change the zoom to page width
Zooming Page Width
Creating a Template for an Online Form 10
• 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
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• 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
Creating a Template for an Online Form 15
• 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
Creating a Template for an Online Form 17
• 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
Creating a Template for an Online Form 18
• 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
Creating a Template for an Online Form 20
• 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
Creating a Template for an Online Form 22
• 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
Creating a Template for an Online Form 23
• 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
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• 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
• Make the desired changes, and then click the OK button
Changing the Properties of a Drop-Down List Content Control
Creating a Template for an Online Form 25
Changing the Properties of a Drop-Down List Content Control
Creating a Template for an Online Form 26
• 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
Creating a Template for an Online Form 27
• 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
Creating a Template for an Online Form 28
• 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
Creating a Template for an Online Form 30
• 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 Combo Box Content Control
Creating a Template for an Online Form 32
• 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
Creating a Template for an Online Form 33
• 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 Date Picker Content Control
Creating a Template for an Online Form 35
• 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
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• 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
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• 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
Creating a Template for an Online Form 41
• 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
Creating a Template for an Online Form 43
• 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
Creating a Template for an Online Form 44
Customizing a Theme Color and Saving It with a New Theme Name
Creating a Template for an Online Form 45
• 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
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• 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
Creating a Template for an Online Form 48
Using Windows Explorer to Open a New Document That Is Based on a Template
Creating a Template for an Online Form 50
• 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
Creating a Template for an Online Form 51
• 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