How to Create a Fillable Form in Word for Mac

Learn how to create a fillable form in Word for Mac that has form fields including text boxes, drop-down lists, and checkboxes. See how to configure options in your form fields like setting a maximum character limit and forcing date formatting. In this video, we will build and format this form template from scratch with tables and section headers. But in case you already have your form template ready, you can jump to the part of the video where we start inserting and programming our form fields in the Timestamps section below. You'll also see how to turn on the Developer tab in Word for Mac and how to turn on or off the gray shading on the form fields in case you need to print your form.
#fillableforms #wordformac

TIMESTAMPS ⏰
00:00 Create a Fillable Form in Word for Mac
00:32 Enable Developer Tab in Word for Mac
01:17 Create a Form Template in Word for Mac
05:09 Set Maximum Character Limit
06:02 Enforce Specific Date Field Formatting
06:29 Program Drop-Down Lists
08:14 Insert Checkboxes
09:11 Hide Form Field Gray Shading
09:33 Protect, Save and Test your Form

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PLAYLISTS 🎥

[SharonSmith]

If you already have your form template created, you can jump to the 05:00 timestamp to watch where we start inserting and programming form fields. Thanks for watching! 😉

[tomilonge]

Thank you! This was very easy to follow and very helpful!

[patienttherapiesllc]

I am grateful for this tutorial! Just what I needed.

[catmay]

Excellent tutorial, exactly when i needed it. Thank you!

[lindasmith]

Excellent video! Thank you Sharon. Helpful information.

[kdyupng]

helpful, especially the first part because my developer was not enabled and NOBODY else had mentioned this.😊

[johnleach]

great video - very helpful - clear concise, well paced - as a former educator I really enjoyed this and found it helpful

[mmci]

Thank you for making this MacOS version for us, really helpful.
Was wondering if there is a way that can have a dependant selects an option, a other section becomes available. I'm building a reservation form, and I want to have from a drop down when the option for city 2 is ticked, a section for additional accommodation is made available. Is that something do-able?

[amandahonsal]

Hi Sharon. Thanks for your videos. I'm just wondering if there is a way to make fillable form in Word with drop down lists and then reference the selection from the drop-down list to repeat in other parts of the document (for an employment contract). Thanks for your help.

[JocelynShultz]

Thank you for this tutorial! It was incredibly helpful! One quick questions: Is there a way when creating a drop down list to create a 'select all that apply' option?

[Srz]

Is it possible to add a large list of something quickly or do you have to add each item individually?

[davependulas]

THANKS! How to add photos though? I am using MAC and I cannot add photos like the ones I have in microsoft

[NicoleMcAllister-bf]

Do you have to make the table for the text boxes to be able to be filled in? I already had the form created then attempted to add the boxes that the customer can fill in. I have sent it to myself numerous times, & no matter what I do, when I open it in my personal email (sent from my work email), nothing happens when I try to type in the areas where the text boxes are or when I click in a checkbox---nothing happens. Thank you for your help!

[RichWilliams-rf]

Hi Sharon, great videos, I wondered if you might be prepared to take on converting a document into a fillable form for me? I've watched a lot of your videos but I'm also keen to embed an excel chart and can't help feel that what you could do in an hour would take me a week! Do you take on commissioned work for a fee?

[andresgarza]

Hey Sharon. Great video! I have a quick question I'm hoping you can help me with. I'm trying to create a form that I can use when I'm on the phone, and I want to add different scripts to a drop-down menu. I'm running into a character limit issue. Is there a way to increase the character limit in the combo-box? I want to choose the script based on the client I'm speaking to. If you can help thanks!

[catboy]

A good beginner tutorial, but there are some issues with some of the design choices (using spaces and hard returns, protecting the document against changes, form controls aren't accessible, and Please Select as a valid choice) but a good introduction to the idea of fillable forms. Also important to distinguish between Mac and Windows form creation and distribution issues. 365 users also have access to Microsoft forms, which can be much easier to work with and has greater compatibility. Can't cover everything, I know!!

[mommadi]

When I add a checkbox, it won't align with my text like yours does. Mine adds the checkbox, plus a gray box below it - so my text is below the box to the right instead of directly next to the box. How do I fix this? Does this make sense? I am using a mac, but I don't think that should make a difference.