How to Create Fillable Forms in Microsoft Word - A Step-by-Step Guide

In this step-by-step Microsoft Word tutorial, you’ll learn how to create fillable forms, surveys, and questionnaires using the Developer tab, content controls, and form field options. By the end of this course, you’ll know how to build professional, automated Word forms with features like drop-down lists, required fields, calculations, and even data export to Excel.

🎓 Watch the full course FREE and follow along using the Course Workbook & Templates below!
👉 Purchase the PDF Course Workbook + Editable Word Templates (.docx & .docm):
https://www.etsy.com/listing/43937349...

Originally part of my $29.99 video course — now free to watch on YouTube! This companion download includes the complete workbook and editable templates from the full training. The workbook includes lesson summaries, quick tips, and techniques, while the templates include both a macro-enabled version and a regular version of the Behavior-Based Interview Questionnaire you’ll build in this course. These resources will save you time and help you apply what you learn quickly and effectively.

You’ll gain both beginner and advanced skills to design professional, user-friendly forms for work or personal projects.

📘 What You’ll Learn
• Create and customize fillable forms in Word
• Build multi-level dependent drop-down lists
• Link text, images, and tables to drop-down selections
• Add required and repeating form fields
• Apply number formatting and calculations
• Insert a “Submit” button and export results to Excel
• Design a professional, easy-to-use form layout
By the end, you’ll know how to create comprehensive, polished forms in Microsoft Word—even if you’re a beginner.

💡 Software Used
• Microsoft Word (Desktop App for Microsoft 365)
• Works with Word 2010 and later

🧭 Course Lesson Timestamps
00:00 How to Create Fillable Forms in Word
00:40 Lesson 1: Microsoft Word Form Overview
02:15 Lesson 2: Microsoft Word Form Field Types & Functionality
03:48 Lesson 3: Microsoft Word Content Control Form Fields
08:32 Lesson 4: Microsoft Word Legacy Form Fields
11:03 Lesson 5: Building a Form Template from Scratch in Microsoft Word
31:26 Lesson 6: Enforce Form Field Number Formatting in Microsoft Word
34:46 Lesson 7: Create Multiple Level Dependent Drop-Down Lists in Microsoft Word
43:04 Lesson 8: Make Form Fields Required in Microsoft Word
45:20 Lesson 9: Link Text to Drop-Down Selection in Microsoft Word
1:03:46 Lesson 10: Make Form Fields Repeat in Microsoft Word
1:05:44 Lesson 11: Calculating Form Fields in Microsoft Word
1:10:42 Lesson 12: Insert Submit Form Button in Microsoft Word
1:14:27 Lesson 13: Lock Forms or Parts of Forms in Microsoft Word
1:19:44 Lesson 14: Test & Distribute your Form in Microsoft Word
1:24:47 Lesson 15: Collect & Analyze Results in Microsoft Excel

💬 I hope you enjoy this course and that it helps you create your next fillable form project more quickly, easily, and with confidence!

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RESOURCES 📚
✏️ JotForm: https://www.jotform.com/pricing/?utm_...
🖥️ TechSmith Camtasia Screen Recording: https://techsmith.z6rjha.net/SharonSm...

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PLAYLISTS 🎥
➤ Jotform Tutorials:    • Jotform Tutorials  

➤Creating Fillable Forms:    • How To Create A Fillable Form In Microsoft...  

➤ Word Tutorials:    • Microsoft Word Tutorials  

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