Word master class: How to make custom interactive forms


Custom interactive forms are one of Word's most sophisticated tricks. More than a simple design tool, the form tools let you collect specific information and export to Excel, Access, or XML.

Start in the Developer tab

You create custom forms in the Developer tab. If the Developer tab is not currently visible on your Ribbon menu, select File > Options > Customize Ribbon. Click the Developer checkbox in the Main Tabs panel, and click OK.

screen 01 select file options customize ribbon developer
screen 01 options menu

Learn the Controls group options and tools

When the main document screen reappears, click the Developer tab. Notice the icon buttons on the left side of the Controls group. These are the main controls used for interactive forms. The icon buttons on the right side of the Controls group are used to define the properties and format the attributes for each Content Control button. Each Control is defined below:

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