Mastering Forms in Microsoft Word

Duration: 60 Minutes
Forms come in many varieties. The forms we will build are created within Word and are intended for online use. We will create forms used for collecting data built with legacy fields. We will demonstrate collecting that data and importing it into Excel for analysis. We will also examine Content Control fields and how a user can benefit by including them in a "form type" document. An overview of general Word fields will be presented to help with further automating any Word file.
Automated Forms in Microsoft Word
Instructor: Mitzi Katz
Product ID: 505509
Objectives of the Presentation
  • When and how to create and manage Word forms
  • How to design effective forms
  • How to insert and manipulate form fields, control fields, and general Word fields
  • How to protect forms for repeated use
  • How to collect and analyze data with Word and Excel
  • Bonus Activity: How to create an automated "signature" for use in Word files
Why Should you Attend
You may work with Word day-in and day-out, but you might be using the "long cuts" to get your work done. Take your knowledge to a deeper level and learn to use Word more efficiently (quickly and effectively) by implementing forms when needed.

Areas Covered
  • When and how to create and manage Word forms
    • Effective setup for working with Word
    • Using the Developer Tab to access various field types
  • How to design effective forms
    • Using the Design mode to construct a professional-looking form
    • Design techniques and considerations
  • How to insert and manipulate form fields, control fields, and general Word fields
    • Details of field types and properties
  • How to protect forms for repeated use
    • Protecting a form
    • Saving a form as a template
    • Working with extensions on
    • How to manage templates
  • How to collect and analyze data with Word and Excel
    • Saving data as text
    • Importing into Excel
  • Bonus Activity: How to create an automated "signature" for use in Word files
    • Using Word's automatic Building Blocks to create an automatic signature in Word
    • Create blocks of text for reuse
Who will Benefit
  • Personnel related to any of the industries listed below
  • Office administrators
  • Managers
  • Directors
  • Financial analysts
  • Anyone who uses Word in a business setting
$300
Recorded Session for one participant
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Mitzi Gibson Katz has developed coveted training solutions, and has educated thousands of end users, for the past thirty-five years. Ms. Katz holds a Master's Degree in Education, with an emphasis on special education classroom and administration.

Early in her career, she taught a variety of special education classes in Kansas, Montana and Alaska. When the first personal computers were introduced into the market, Ms. Katz became passionate about technology. As an innovator, she made a change in careers from public school education to professional educator, where she began providing private computer training. She has been teaching software 'best practices' ever since.
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