Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, and 2013. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Saving and Using a Form.

Saving and Using a Form

by Allen Wyatt
(last updated May 11, 2013)

Once you have defined all the text and fields that make up your form, you are ready to save it and use it. As the final step before saving, you should make sure you click on the Protect Form button on the Forms toolbar (this is the button with a padlock on it). This protects the form from inadvertent changes, and it means that only the contents of the various fields can be changed by the user.

Now you need to save your form as a document template. To do this, follow these steps:

  1. Press F12. Word displays the Save As dialog box.
  2. Using the Save As Type drop-down list, select Word Template. (If your template contains macros you should choose Word Macro-Enabled Template instead.)
  3. If necessary, change to the directory where the template is to be stored. (You should store the template in the same directory as your other document templates.)
  4. In the File Name field, enter the name under which you want this template saved.
  5. Click on Save.

The template is now saved and you can close the document on your screen. When you later want to use the form, the following steps will create a blank form based on the template you just saved. Follow these steps if you are using Word 2013:

  1. Click the File tab of the ribbon and then click New. Word displays options for creating your new document. By default, Word shows various built-in and online templates.
  2. Above the top-left option (below the Search box) click Personal. Word displays any templates you previously created.
  3. Click the form template you previously created.

If you are using Word 2010, follow these steps instead:

  1. Click the File tab of the ribbon and then click New. Word displays options for creating your new document. By default, Word shows various built-in and online templates.
  2. In the Available Templates area (near the top of the screen) click My Templates. Word displays the Personal Templates tab of the New dialog box.
  3. Select the form template you previously created.
  4. Click on OK.

Finally, if you are using Word 2007 follow these steps:

  1. Click the Office button and then click New. Word displays the New Document dialog box.
  2. In the Templates area of the pane, click the New From Existing link. This action informs Word that you want to create a new document based on a template (or document) that resides on your computer. Word displays the New From Existing Document dialog box.
  3. Using the controls in the dialog box, locate and select the form template you previously created.
  4. Click on Create New.

At this point Word creates a new document based on the template you selected. You can now proceed to use the form in the following manner:

  1. Use the Tab key to move between fields in your document, entering information as you go.
  2. When you are done entering information, print your form, if desired.
  3. Press F12. Word displays the Save As dialog box.
  4. Using the Save As Type drop-down list, select Word Document.
  5. If necessary change to the directory where the form should be stored.
  6. In the File Name field, enter the name under which you want this document saved.
  7. Click on Save.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (8304) applies to Microsoft Word 2007, 2010, and 2013. You can find a version of this tip for the older menu interface of Word here: Saving and Using a Form.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He  is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Inserting Dashes between Letters and Numbers

If you need to add dashes between letters and numbers in a string, the work can quickly get tedious. This tip examines some ...

Discover More

Using the Keyboard to Select and Resize a Chart Object

When working with charts and chart objects, Excel is very dependent on the mouse. If you don't want to use the mouse, but ...

Discover More

Specifying a Table of Contents Entry

If you need to create a specialized table of contents, you need to know how to add TOC entries to your document. It's easy to ...

Discover More

The First and Last Word on Word! Bestselling For Dummies author Dan Gookin puts his usual fun and friendly candor back to work to show you how to navigate Word 2013. Spend more time working and less time trying to figure it all out! Check out Word 2013 For Dummies today!

More WordTips (ribbon)

Understanding Forms

If you have ever created several documents that contain the same basic information with only a few minor differences, then ...

Discover More

Allowing Only Form Field Changes

Word allows you to create forms that other people can use to enter information. One of the last steps normally taken with ...

Discover More

Creating Traditional Forms

Do you use Word to create printed forms? If so, here's some ideas and techniques you can use to make those forms look as good ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is seven less than 7?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Word that uses the ribbon interface (Word 2007 or later)? This site is for you! If you use an earlier version of Word, visit our WordTips site focusing on the menu interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.