Microsoft Word has become one of the most popular word processing tool. It has many advanced features, including to make a digital document with forms that are fillable. But, some people still don’t know how to create one, including to make the document not editable. Here’s how to make Word document fillable but not editable.
If you work to create a digital contract, you might be tired by how many people edit the contract in a wrong way to fill their data. But don’t worry, Microsoft Word has a feature letting you to create a document with fillable fields or forms that other can fill without having to worry that they edit a part of the document that they should not edit, even just a check mark.
This Microsoft Word feature lets people fill blank forms/fields and prevent them from editing the rest part of the contract. You will need an actual legal document that you want to edit. It is really hard to write your own legal document without attorney. But, some website offer you a basic template that you can use to edit and insert your own fillable forms.
You can these methods on Microsoft Word 2010, Word 2013, Word 2016, and Word 2019. You can also do these things in Mac and Windows 10 PC.
How to Make Word Document Fillable Forms
If you’re ready, let’s insert fillable forms/fields you need for your legal document in Word. But, you will need a Developer tab. If you don’t have a Developer tab showing in your Microsoft Word ribbon, you have to show it by doing below steps.
Open the Word document. Click File tab.
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Now, choose Options. It will pops out a dialog box showing advanced options you can change in Microsoft Word, including a way to add a feature letting you to insert many fillable forms/fields easily.
Now, click Customize Ribbon. It will show you a way to change tabs in Microsoft Word.
At the right-bottom, check Developer and click OK to save.
Now that Developer tab exists in your Microsoft Word, let’s click and you will be able to add many fillable forms/fields in Microsoft Word.
Those fillable fields/forms are located at Controls group in Developer tab. You can see there’s a list of fillable forms you can add to your Word documents.
Now, on your legal document in Word, bring the cursor to the area where you want to add fillable fields. In this example, I would like to insert date picker fields that is located before the Name field.
Now, for instance, to add date picker form, you can click the element in Controls group saying Date Picker Content Control. This fillable field allows people to set the date without having to manually write it.
Now that you have clicked that Date Picker Content Control, you will immediately see Click or tap to enter a date control at the area you put the cursor in.
When you click the date picker control, or any kind of fillable form in Word, it will look like this:
Now, let’s make another fillable form in Microsoft Word. Again, put your cursor in the area you want to add fillable form in. For instance, you can add text box form in Microsoft Word to write name.
Click Rich Text Content Control to add a fillable form to write any text inside it.
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The text box as fillable form in Microsoft Word will look like this:
You make many more fillable forms in Microsoft Word. You can also allow others to insert picture for your legal document using this fillable field: Picture Content Control.
Click it and it will look like this:
Now that you’ve done adding Developer tab to Microsoft Word and making Word document fillable forms, let’s protect your legal document from being edited and only allow others to fill the blank forms.
How to Make Word Document Fillable and Prevent Others to Edit The Rest Part of Your Legal Document
Now on the same document, go to Developer tab. Click Restrict Editing. This is option that allows you to restrict editing for your Word document even if that document doesn’t have fillable forms in it, for example adding password to Word document in general.
See at the right side of your document. You can choose Word to limit formatting to a selection of styles, but this is not that important since your need is only to allow others to fill in the blanks while preventing them to edit the rest part of your Word document.
To make that happen, check Allow only this type of editing in the document. At the bottom, click the combo box No changes (Read only).
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While the combo box is opened, choose Filling in forms so you allow others to fill in the blank forms while the rest part of the document is locked.
Now, you need to apply that by clicking Yes, Start Enforcing Protection.
You will see a dialog box asking you for a password. This password allows other to edit your documents. This makes sure you can edit the Word document later after the document’s forms have been filled.
Click OK to save the Word document. You’ve done adding Developer tab to Microsoft Word, making Word document fillable, and prevent other from edit the rest part of the document except filling the blank forms.
How to Convert Word to Fillable PDF
Unfortunately, Microsoft Word doesn’t offer you a way to create a fillable PDF document. Even if you can save a Word document will fillable forms as PDF, that PDF can be probably opened with different programs other than Microsoft Word. One of the popular program to do that is Adobe Acrobat.
Open your Adobe Acrobat program. Click Tools tab. Select Prepare form.
Adobe Acrobat can automatically scan a document and add the fillable fields.
You can manage the layout of your legal PDF document with fillable form directly at the right pane.
You can save the document as PDF by clicking File, and then choose Save.
Microsoft Word has many advanced features allowing you to do many legal things like this. To make Word document fillable, you have to add Developer tab first. Then, you can use that tab to insert many fillable fields in your Word document. Finally, make that document protected with password so only you can edit it.
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