How to Create a Template for an Application Form With MS Word

By Amy Dombrower

In Microsoft Word, you can use the form creation features to build a form that users can complete. You can easily create a blank template to create a new form. Word will let you add content controls, such as text fill-in fields, drop-down lists and check boxes. It will also allow you to add instructional text to help others fill in the form. When you save the document as a template, you can go back and edit later. This is useful if you want to create multiple application forms that are only slightly different.

Things You'll Need

  • Microsoft Word

Step 1

In Microsoft Word, click the "Microsoft Office Button" and click "Word Options." Click "Popular." Select "Show Developer Tab in the Ribbon." Click "OK." This will allow Word to create a form.

Step 2

Open a new template. Under the "Microsoft Office Button," click "New." Click "My Templates" and select "Blank Document." Click "Template" under "Create New." Once the blank document open, save the file to name the new template.

Step 3

Write the pertinent information for the application form. Construct the layout of the form and insert any graphics or text that you want to include.

Step 4

Insert content controls. Click the "Developer" tab and click "Design Mode" in the "Controls" group. Click where you want to insert a control.

Step 5

Insert a text field by clicking the "Legacy Tools" icon in the "Controls" group. Click the "Text Form Field" icon. Select the field and click "Properties" in the "Controls" group. Enter a value in maximum length to limit the information a person can enter. Add instructional text by entering text in the "Default Text" field.

Step 6

Click the "Drop-down List" icon in the "Controls" group to insert a drop-down list in the application form. Select the content control and click "Properties." Click "Add" to make a list of choices." Type a choice in the "Display Name" field. Do this until all your choices are added in the list.

Step 7

Click the "Legacy Tools" icon again and select "Check Box Form Field." Type a space. Type the text to go next to the check box. Click "Legacy Tools" and select "Shading" to remove shading from the check box.

Step 8

Customize the placeholder instructional text in the form. Click the content holder in which you want to replace placeholder text. Edit the text and format it. Click "Design Mode" to save the text and turn off the design feature.

Step 9

Save the template. You can use the form you created and go back and edit later to create another version.