forms 2007

G

Guest

Help, I have recently switched to Word 2007. I cannot believe how difficult
it has become to make a simple one page form. I have found the ribbon,
developer & controls, however most of the tools are shaded gray and I am
unable to use them.
I have an order form that needs to be used electronically nationwide by
users with all different versions of Word. I thought that if I had the most
recent version of word I would be able to save my form in the compatibility
mode and anyone of my customers would have no problems using it. The form
didn't survive the update of my conversion to Word 2007. I have tried to
recreate the form, however I am having difficulites following the HELP given
in Word 2007. How should I be saving the form? Should it be a template?
Should it be a "Word 97-03" .doc or .dot? I have protected the form, however
when I send it to someone they open it with all sorts of reviewing comment,
even though I have saved once all changes have been made, and I have turned
off comments, etc. - can anyone help me?
 
S

Stefan Blom

I'm not sure why you are seeing tracked changes? To turn it off: Unprotect
the document (if it is currently protected). Click the Review tab, and then
click Accept | Accept All Changes in Document. Then click Track Changes |
Track Changes, to stop tracking.

Then do this to enable forms protection:

Use the Legacy Tools button (in the Controls group of the Developer tab) to
insert form fields compatible with Word 97-2003. Save the file as a Word
97-2003 template.

To protect the document, use Developer tab | Protect Document | Restrict
Formatting and Editing. In the task pane, check "Allow only this type of
editing in the document" and choose "Filling in forms" in the list box.

Don't forget to click the Yes, Start Enforcing Protection button. You are
prompted to type a password, which you may want to do (to make it a little
more difficult for others to edit the form). Click OK.

--
Stefan Blom
Microsoft Word MVP


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