Checkboxes in a letter

[Guest]

We have a fairly standard letter into which it would be useful to insert checkboxes. The letter deals with reasons why the reader will have to respond with more information - along the lines of: 'You need to sign the form', 'You omitted the reference number' etc.

We'd like to include a list of such reasons with a checkbox next to each. The rest of the letter will still be free text. It loks as though this is going down the 'form' route ... but all we want is tickable checkboxes; can this be done simply and without knowledge of VBA?

TIA

Michael

 

[Guest]

Yes...you can create a form in Word using the Forms toolbar (checkboxes, drop-down menus, and free text). Use these where ever you want people to write. Protect the document, and you're done. Let me know how it works out or if you have any specific questions.

 

[Bill Foley]

Certainly can! All you have to do is to insert a "Continuous" Section Break
in between the parts you want to protect and the parts you don't want to
protect. In the part with the checkboxes, click the "View" menu. select
"Toolbars", and click on the "Forms" toolbar. Click the checkbox icon where
you want your checks to be (usually in a table cell that can be controlled).

There is a great set of tutorials on this web link:

http://word.mvps.org/FAQs/TblsFldsFms/LinesInForms.htm

--
Bill Foley, Microsoft MVP (PowerPoint)
www.pttinc.com
Check out PPT FAQs at: http://www.rdpslides.com/pptfaq/

We have a fairly standard letter into which it would be useful to insert

checkboxes. The letter deals with reasons why the reader will have to
respond with more information - along the lines of: 'You need to sign the
form', 'You omitted the reference number' etc.

We'd like to include a list of such reasons with a checkbox next to each.

The rest of the letter will still be free text. It loks as though this is
going down the 'form' route ... but all we want is tickable checkboxes; can
this be done simply and without knowledge of VBA?

 

[Bruce]

If you add the check box (actually, the only option in
Word 2000 is a box that takes an "X" when clicked) from
the Forms toolbar it will only work if you protect the
form (which you can do from the forms toolbar or at Tools

Protect document. If you go to View > Toolbars >

Control Toolbox you can add a check box that doesn't
require that the document be protected. That is the sort
answer, but may I suggest that Word gives you tools to
customize the letter, and this might be a neater
approach. Without knowing your needs I would suggest that
a mail merge approach might be of help, or you could use
Autotext to insert the text that would otherwise be
associated with the checkboxes. For instance, if a
reference number is needed, you can set up autotext so
that if you type "refnum", then press F3, you could have a
whole sentence appear. Just a thought. If interested,
Autotext Help is fairly good, and will get you started.

-----Original Message-----
We have a fairly standard letter into which it would be

useful to insert checkboxes. The letter deals with reasons
why the reader will have to respond with more information -
along the lines of: 'You need to sign the form', 'You
omitted the reference number' etc.

We'd like to include a list of such reasons with a

checkbox next to each. The rest of the letter will still
be free text. It loks as though this is going down
the 'form' route ... but all we want is tickable
checkboxes; can this be done simply and without knowledge
of VBA?

 

[Suzanne S. Barnhill]

Others have suggested using a check box form field, but you have already
made it clear you don't want to do this. You might therefore consider the
type of check box that is used in the fax cover sheet templates that ship
with Word. These consist of three components:

1. A MacroButton field that runs one of two macros depending on state.

2. A CheckIt macro and an UncheckIt macro.

3. Checked Box and Unchecked Box AutoText entries (these are just Wingdings
characters that have been saved as AutoText).

When the check box is empty (Unchecked Box is displayed), double-clicking on
the MacroButton runs the CheckIt macro, which substitutes the Checked Box,
and vice versa.

In order to use this type of box in your document, you need to Copy/Paste
the MacroButton field into your document/template, then use Organizer to
copy the macros and AutoText entries to your template (it has to be a
template because documents can't store AutoText entries, but you could copy
them to Normal.dot if you're just creating a document rather than a
template).

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA

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We have a fairly standard letter into which it would be useful to insert

checkboxes. The letter deals with reasons why the reader will have to
respond with more information - along the lines of: 'You need to sign the
form', 'You omitted the reference number' etc.

We'd like to include a list of such reasons with a checkbox next to each.

The rest of the letter will still be free text. It loks as though this is
going down the 'form' route ... but all we want is tickable checkboxes; can
this be done simply and without knowledge of VBA?