How To Create A Fillable Form In Microsoft Word (Create HR Template Forms) Part 1

HOW TO CREATE A FILLABLE FORM IN MICROSOFT WORD 365 (CREATE HR TEMPLATE FORMS) // Learn how to create fillable forms in Word using Legacy Tools for text form fields, checkboxes and drop-down lists. See how you can stop protecting a locked form document so that you can edit it and then re-protect it. This video will show you examples of locked fillable forms that you can create including a Probationary Evaluation Form and a Personnel Action Form / Employee Status
Change Form.

Take your form-building skills to the next level with my Course on Creating Fillable Forms in Microsoft Word:

00:00 Introduction - How to Create Fillable Forms in Word
00:46 How to insert form fields in Word using Legacy Tools checkbox and drop-down
01:42 How to format form fields by changing font size or style
02:05 How to copy formatted form fields in Word
02:27 How to insert a drop-down form field in Word
04:00 How to insert a checkbox form field in Word
04:25 How to activate a form in Word by restricting editing to filling in forms
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KEYWORDS: #MSWord, microsoft word tutorial, create fillable forms, fillable forms in word, microsoft word legacy tools, microsoft word legacy form fields, stop protection in word, legacy tools, legacy tools form fields, text form field, checkbox form field, drop-down form field, Sharon Smith HR, @SharonSmithHR
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[SharonSmith]

💡 The Course includes 15 video lessons, a handy PDF workbook with all lesson summaries and VB code tidbits, and two versions of the Word form template we build together (a behavior-based interview questionnaire form).

You can still always access all the free content on my Channel (over 100+ video tutorials). Please note that the YouTube Courses feature is in Beta and currently limited to a subset of Creators. Courses are only available in the United States, South Korea, and India. Viewers must use a computer or Android device to buy a Course. We hope YouTube Courses will roll out to more Creators, devices, and regions in the future!

Thank you for taking the time to checkout my Course! You may see some of your other favorite YouTube Creators who have also launched Courses by going to their Channel page and clicking on the "Playlist" tab. Enjoy!

[vimalvincent]

This video is very on point and easy to follow. Just wanted to add one pointer as well. Instead of searching for the 'Legacy tools' in the search box. Simply enable the 'Developer' Tab in word to get quick access to all these dynamic content control boxes and buttons. To activate the Developer tab:-
1. Navigate to File > Options (bottom left) > Customize Ribbon.
2. In the right-side column, scroll down and check 'Developer'.
3. Click OK and you will have a new tab between the View and Help ribbon tabs.

Cheers!!

[katherineabad]

This was so much easier to follow than many others that I clicked on. Thank you for being so clear and quick, I really appreciate it. I wish other YouTubers could teach the way you do.

[samanthagoebel]

You may have saved my job. Someone give this woman a medal.

[stephaniekendall]

I'm working on a start-up company. I'm creating forms that will be used by the clients. This video was so user friendly, I am looking forward to learning more about the technical side of business. Thanks Sharon!

[protectorofillinois]

This is the MS Word vid I've been looking for. 6 months ago, we've decided to go with a completely paperless office and it's a huge success. We now use our PC laptops (Dell is my personal favorite brand lol), smartphones & tablets to distribute & sign documents electronically (we also use Internet faxing services as well. Got so tired of the physical fax machines). I'm a full-time Graphic Designer and I also use Microsoft Office 2019 Professional to design interactive forms (in addition to presentations), brochures, newsletters & contracts, for each department of the public relations firm, and I owe it all to you. Thank you so much for sharing this wonderful & informative vid. YOU ROCK!

[JadeJustineTowse]

Perfect! I have to edit our employee clearance form so it's fillable like this. I only searched for fillable Word doc forms on YouTube, and little did I know I would be getting a tutorial by a fellow HR professional. Definitely subscribing! :)

[bubbette]

This has to be the best how-to video I have ever watched. You have no idea how much I appreciate you right now.

[stlvitsoldir]

Quick, simple, and straight to the point. I really do appreciate your video!

[sayedpasarly]

This was so much easier to follow than many others that I clicked on. Thank you for being so clear and quick, I really appreciate it.

[neland]

I can't tell you how many videos and searches I've done to try and figure some of this out. Seriously, you are amazing. Thank you for the help. Great video!

[Ivankonermann]

So helpful, to the point, and easy to follow. Really appreciate it Sharon!

[baktra]

Thank you, Sharon. You're truly a lifesaver. Peace. After searching the YouTube web, only yours made sense. Awesome awesomeness.

[kmackey]

Thank you so much. I have trying to remember on my own to figure out how to make fillable text box. Legacy tools was what I was looking for.

[aastaz]

Excellent, I like making things short and straight to the point. Thank you.

[amandawolfe]

Thank you sooo much for this! I was asked to create a FRM for my job super last minute and I was stressing sooo much until I found your video! You made it sooo easy and I created the FRM in less than an hour! :)

[denisekobrin]

Love your videos! Would you please let me know the advantages/disadvantages of using Legacy Tools versus the Word Control tools? Also, is there a way to change the default instructional text on every field at the same time rather than individually in Design Mode for Word Controls?

[callywolk]

I love your tutorials, and I agree with Katherine below that this was soooo much easier than the other tutorials I started to watch about creating a restricted form. Excellent work!!! I also loved your tutorials about creating MS Forms and Power Automate flows. You're a pro!!!

[hanam]

Your explanation was so easy to follow and I created a form in no time! Thank you!

[lynnettemartin]

Thank you!!! I've been trying to figure out why I couldn't restrict the editing, and I was doing it wrong! Awesome that you did this!