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Last updated: December 2019.
Here’s a question from our reader, Lila:
I usually prefer working with Microsoft Word when creating any important documents. But now I am in need to create a simple form to capture some colleague feedback on an initiative i am leading at work. Can you tell how to create basic fillable forms in Word?
Thanks for your question. Read on for all the details -:)
Word fillable forms
Follow the process below to create a Word form.
- Open your Microsoft Word document.
- Make sure that your Developer tab is enabled.
- In the Developer tab we can find the controls that are needed to create a form.
- The Design mode helps us to edit the type of controls properties and to assign a name to the control.
Office form Controls
Before we go ahead and customize the form, let’s discuss the types of controls and how to add them to the document so you can quickly build your custom userf orm.
Rich text content control/Plain text content control:
Rich and plain text content control are used for the text formatting like font name, size, bold, italics. Rich text can be used where multiple paragraphs can be typed. If we are in need to limit the texts from users we can use Plain text content control.
- Click the place where the control needs to be inserted.
- Then click Developer tab and select Rich or Plain text content control.
Picture content control:
If we want the application to add a picture of the user this picture content control can be used.
- Click the place where the control needs to be inserted.
- Then click Developer tab and select Picture content control.
Building block gallery content control:
If we want the user to know that specific set of topics belongs to the same block, they can be assigned to the building block gallery content control. Select all the text items and click on the building block content to work.
- Click the place where the control needs to be inserted.
- Then selectBuilding block gallery.
Check box content control:
- It is used for as a check box content.
- Click the place where the control needs to be inserted.
- Then selectBuilding block gallery.
Combo boxes:
The combo box or a drop-down list are used when we want user to select the information that are provided in the list of our choice.
- Click the place where the control needs to be inserted.
- Then select combo box or drop-down list.
- Then right click on the box and select Properties.
- In the drop-down list properties, click Add and enter the display name.
Date picker content control:
Use the date picker to let allow the user to select data values.
- Click the place where the control needs to be inserted.
- Then select Date picker.
- If needed select the properties to change the format of the date.
Word Forms Example
Now let’s put our knowledge to practice.
- First off, open a new Word document and save it to your Hard Drive.
- Now let’s start working on the form itself.
- Go ahead an type your form fields title and label as shown below:
- Next, add the form controls.
- Add a Rich text control for Name and Hobbies.
- Add a Date Picker control for DOB.
- Add a Combo box control for Favorite color, added with some colors.
- Interested works will be added with check boxes.
- Lastly, add a submit button to the bottom of the form so the user will be able to email the form once it’s filled.
- Now, make a Right click, then select Properties and change the name of the button.
- In your button’s Caption field, write Submit.
- Double click the Submit button to write a short VBA snippet that will send your filled form by email. Here’s the very simple code:
- At this point your might want to save your form as a template, as shown before.
- After hitting Submit your form will be attached to a new Outlook message and ready to be sent to your recipient of choice.
Voil’a your all set ?
Word form templates
If you want to jump start your form development process, you can use a canned template delivered by Microsoft Word (or Excel). This is helpful, as it will save you the work associated with making a form from scratch.
Kindly proceed as following:
Kindly proceed as following:
Windows Users:
![How To Add A Submit Button In Word 2011 For Mac How To Add A Submit Button In Word 2011 For Mac](http://img.wonderhowto.com/img/08/28/63475349973450/0/assign-macro-excel-button-check-box-more.1280x600.jpg)
- Open Word (or Excel).
- Hit New.
- In the template search box and type “form”, then hit the magnifying glass icon. Microsoft ships several useful online form templates including: travel expense, meeting summary, cash donations, membership, job description, field trip, food sign up reports and more; which you can use in Excel or Word.
- Look into the available templates, once found double click your chosen form template
- Customize your template according to your needs and save it on your computer or OneDrive.
macOS Users:
1. Open Word (or Excel) for mac.
2. Hit File and then New File from template.
3. Search for the available template using the right hand side search box.
4. Double click the template.
5. Customize the layout and Save.
2. Hit File and then New File from template.
3. Search for the available template using the right hand side search box.
4. Double click the template.
5. Customize the layout and Save.
I think you do need to provide more info as to what exactly you are hoping to accomplish.If you are looking to build a form from ground-up, you will need to enable the 'Developer' tab to gain access to the form controls.The developer tab is not enabled by default, so you will need to click on the gear icon to the top right, and choose 'Ribbon Preferences'. Under the 'Tab or Group Title' options, make sure to check the 'Developer' option in order to show the Developer tab.Click OK, and you should now have the Developer tab enabled. Feel free to use the form controls here for things such as text fields, etc etc.Once your form is done, click 'Protect Form', save as a normal Word document, and send it out to those folks whom you want them to fill up the form.
They fill up, click the save button, and send it back to you.Hope this helps - it can get quite complicated once you going into automated macros and other more advanced form capabilities of Word.
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