WORD questionaire with check marks

Question

I would like to send a WORD document as a on line questionnaire which would be sent back to me with the following information format.

I would have a question that people would answer by clicking on a circle and filling it in or place a check mark such as:

1. Check the circle with your response.

O  This format is working well.

O  This format is not working well.

OR add a check mark

_____  This format is working well

_____  This format is not working well

I would also have a free text line in the document that people could insert comments

_________________________________________________________________________________________________

_____________________________________________________________________________________________________

How can this be done in WORD and then the answers and comments be sent back to me once the questionnaire is finished.

thanks for anyone that can help

Cardinal 3

Answer 1

To answer your second question first, no, it is necessary to have Word to use a Word form. If you aren't sure that all recipients will have Word, a better choice would be a PDF form, but you must have Adobe Acrobat to create that.

I don't know why you would instruct users to close the document and then say yes when asked if they want to save changes. That sounds risky to me compared to just saving and then closing. But if the document was opened from an attachment, it won't be permanently saved in any case (this is another issue). It might, however, be possible to email the completed, "saved" form back from its temporary save location.

Answer 2

In Word 2010 or above, you could use Check Box Content Controls, but Word 2007 doesn't have them, so you will have to use Check Box Form Fields from the Legacy Tools.

1. The first thing you have to do is go to Office Button | Word Options | Popular and check the box for "Show Developer tab in the Ribbon." Click OK to close the dialog.
2. In your document, click the Developer tab and find the group labeled Controls. On the left side of the divider bar, at the bottom right, is a button for Legacy Tools. Clicking that opens a palette that includes the Legacy Forms controls. Among these is the Check Box Form Field. Click on that to insert one.
3. There are several other types of form fields, including the Text Box Form Field, which permits free entry of text. You can insert one of those where you want people to be able to enter comments.
4. In order to use the form fields you have inserted, you have to protect the document for forms. Click Protect Document (in the Protect group) and choose Restrict Formatting and Editing. This opens the Restrict Formatting and Editing pane.
5. Under Editing restrictions (#2), check the box for "Allow only this type of editing in the document" and then select Filling in forms.
6. Click the button for Yes, Start Enforcing Protection. You'll get a dialog asking for a password, but you can skip that by just clicking OK without entering anything.
7. The form is now protected and ready for use.
8. If you find you need to edit the form further, you will have to unprotect it. You can display the Restrict Formatting and Editing pane and click Stop Protection, but if you work much with forms, you'll want an easier way. For some reason the Legacy Forms palette does not include the Lock button that protects/unprotects a form (this was on the Forms toolbar in earlier versions). You can add this button to the Quick Access Toolbar; you can find it in the Commands Not in the Ribbon list (it has a padlock icon).

Answer 3

thank you very much for your help.

It works very well.

Cardinal3

Answer 4

Thanks for the help, I have 2 additional questions.

I send the document to someone over outlook to fill out and send back to me.

My directions to them would be after completing the WORD document questionnaire,

to click on the upper left hand corner "x" to close then accept Document changes.

Is there anyway that the document could be self saving after clicking on the X to close the document?

I will send the document using outlook, if the person checks their email on outlook but does

not have Microsoft Word on their computer, can they still open up the document and complete

the questionnaire?

Thanks for your help

Cardinal 2

Answer 5

thanks for your help

Cardinal 3