Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365. 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.
Written by Allen Wyatt (last updated October 19, 2019)
This tip applies to Word 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365
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:
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 or a later version:
If you are using Word 2010, follow these steps instead:
Finally, if you are using Word 2007 follow these steps:
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:
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, 2013, 2016, 2019, and Word in Microsoft 365. You can find a version of this tip for the older menu interface of Word here: Saving and Using a Form.
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