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.
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: