How to Create Fillable Forms in Word

Save oodles of time with fillable forms - from checklists to choices!

Course Summary

Learn how to use Content Controls to add fillable areas to your documents. Create a snazzy checklist or a contact details form. How about a form that allows the person filling it in to make a choice of options? Could be just a list or even large areas of text and images. Enrol to lean!

What is a Fillable Form? and why do I need one?

We have all filled them in at some point. Those forms that ask you for details and have defined place holder to enter the answers.

Just a few types of Fillable forms:

  • Checklist
  • Letter with different elements to choose from
  • Contact Details
  • Booking Forms

Who would use a Fillable Form?

There are many use cases for Fillable Forms in business - whether that is your own business or that of clients that you support.

Imagine that you work for a trainer or coach - they will need to gather information about booking in clients.

Things like :
Name, Address, Contact Details, Objectives.

They may need to gather feedback on a program - testimonials etc.

Or they may need to respond to enquiries in different ways  - using Fillable Forms you can construct a response that offers a choice of options. Magic.

Examples used in the course

Koffee Island is a chain of coffee shops run by Matt Salmon with the able help of Lisa ( his Microsoft Office Guru).

Koffee Island has meeting rooms along with a great coffee shop experience and those meeting rooms need to be booked.

 In the course I show you how to create a booking form for a meeting room, including Date of Meeting, How Many People,  What refreshments are required.  

Koffee Island  also has an Employee Contact Details form that lists the employee details along with emergency contacts too.

Plus the real magic happens when the staff at Koffee Island respond to an enquiry, they can choose which of the coffee shops to focus on in one document by choosing from a selection of options.

Is this course for Windows or Mac?

This course covers both Microsoft Word on the Windows platform and the Mac platform.

Is the functionality the same on Windows and Mac?

No it is not. There is more functionality for Fillable Forms for Word on the Windows Platform that the Mac platform .

On Windows - there are more Content Control types - this means you have more choice of the kind of fillable areas you want to add to your forms.  The way that Windows handles protecting the form is different to the Mac too.

This course covers both platforms!

In the course I show you how this works on both Windows and Mac - you can choose to take the whole course so that you can see what is possible (on Windows) or you can simply focus on the Mac section if that is what you use.

Don't take my word for it!

 "“I really like Shelley's courses. She has a clear and easy to follow teaching style. In 'How to Create Fillable Forms' I've learned about the functions of the Developer ribbon which will mean I'll be able to create a bespoke Returns Form for a client who has an online shop.”

Freya Henderson – Virtual Office Orkney."

Course Curriculum

Shelley Fishel

Your Trainer – Shelley Fishel

Introducing “The MS Office Maestro”

Hello, I am Shelley Fishel.

Congratulations on wanting to improve your skills. You are in very safe hands.

Congratulations on wanting to improve your skills in MS Office and Microsoft 365, and get more done in less time.

You are in very safe hands.

I have been teaching people at all levels of business how to use Microsoft Office for more than 20 years - and stay up to date with the latest advances and changes.

As the founder of Tomorrow’s VA, my mission is to empower busy VA’s, PA’s and EA’s to get more done in less time - and become a Superhero for their clients and bosses.

Easy Step-by-Step Guidance

With this course, I take you through each topic, step by step. You watch my computer screen as I show you exactly what to do to, as if I’m there by your side. No waffle. No padding of content. Just the essentials to allow you to carry out tasks with ease and speed.

You watch the training when you want, where you want and how you want. Run through from start to finish or simply jump into the specific lesson you need. Pause. Make notes. Rewind. Fast forward.

You get lifetime access for one price. Return to my task-based course whenever you need a refresher.

Independently Checked for Quality

It’s a strange world these days because anyone with a smartphone or computer can claim to be a ‘trainer’ or ‘expert’ in this or that. Many people might know a topic well but not so many can teach this stuff really well.

Rest assured, the quality of my training is independently assessed and approved by the Learning and Performance Institute (LPI), of which I am a Fellow.

My LPI certifications are CDOL (Certified Designer of Online Learning) and COLF (Certified Online Learning Facilitator).

Because I’ve been doing this for so long and seem to know “all there is to know” on the subject, some clients call me the ‘Queen of Microsoft Office’. More people today know me as ‘the MS Office Maestro’.

I’m an author of many books, podcaster, blogger, contributor to Executive Secretary magazine, entrepreneur, IT trainer and business owner. I’m also a mother, a grandmother and wife. Family is important to me and I know what it’s like to juggle work and kids.

Down to Earth Essentials

You won’t find any airs and graces with me. Just clear down-to-earth training, support, coaching and advice - with a bit of fun thrown in. I’m here for the VA, PA, EA and other professional who wants to work smarter with Office and 365.

It gives me a real thrill and immense satisfaction to hear from so many students how they have improved their productivity, organisation and business as a result of my help.

Be a Smarter-Working Assistant

It’s time to invest in yourself and gain the skills to help you get more done in less time.

When you increase your productivity, you are able to help more clients and have more control over your work and life. When you demonstrate your mastery of handling tasks and solving clients’ headaches, it raises your reputation and profile. You can enjoy a more flexible and sustainable business - and charge more.

This training is designed so you can be a Superhero. Invest in yourself today...

More learner words 

Józefa Fawcett Director

JFI Store: Business critical learning in uncertain times

I have just completed a course from Shelley Fishel entitled HOW TO CREATE FILLABLE FORMS and whereas I am not a VA I do produce a series of support material for my online training courses at JFI Store and it is for these that I wanted to be able to create forms that my learners can fill in with information and key learning points when they finish my various courses in management, team leadership, quality and change. I had learned how to do this years ago (and forgotten), this course took  me through the process, step-by-step, so clearly that it wasn't long before I was creating my learning support material with fillable forms once more. Thank you so much Shelley, your style is consistent, clear and yes, I went back over a few things again and again to make sure I really got it. Thank you.

Doctor Emma Williams

EJW Solutions  and The Nerd Coach

I love Shelley's calm approach to everything Microsoft. I can now make forms to send to my clients - which I'd been putting off! I really like the way the lessons are designed in bite sized chunks so you can try a section at a time on your own documents or the included templates. I also have a couple of new buttons on my express bar and learnt tab would get me new lines in a table! 

Course Pricing

  • How to Create Fillable Forms
  • £75

    How to create fillable forms for you and your clients.

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