Refer friends to earn FREE UPDF licenses for both you and your friend. Go and invite now!

The complete PDF solution across all platforms

  • Read, edit, and annotate PDFs.
  • Convert PDFs accurately with OCR.
  • Protect, manage, and share PDFs with ease.

Windows • macOS • iOS • Android

blog banner

Related Articles

How to Create a Fillable Form in Word

No matter what industry you work in, you must deal with many Word documents. Fillable forms are one of those obstacles that you may have to face during work. These forms are used for interaction with users, filling them out on their computers. Creating forms using a Word processor would make life at work more manageable.

But what will happen if you don't know how to create a fillable form in Word? It would be embarrassing, isn't it? After reading this article, you'll be able to make forms in Word without someone's help. At the end of the article, we will also introduce the disadvantages of using Word to make fillable forms as well as a better solution.

Part 1. How to Create a Fillable Form in Word?

Creating a fillable form in MS Word is pretty easy if you follow the instructions carefully. Before a head start, you must know the prerequisites that will help to create fillable forms:

  • Tables: Tables are essential in keeping the alignment and borders of forms in check.
  • Templates: The forms are used to save as templates so you can use and customize them in the future.
  • Content Controls: Content controls are those areas where users interact while filling out the forms.
  • Protection: Users can't do anything except writing/filling. They wouldn't be able to alter the content.

Before creating the forms, you must add the "Developer" option to access the advanced properties in the toolbar menu. To do that, follow the simple steps:

Steps to Show the Developer Option on Windows:

Step 1. Click on the "File Tab" and select "Options" from the navigation toolbar.

how to create a fillable form in word

Step 2. After clicking the "Option" menu, the "Word Option" window will appear.

Step 3. Select the "Customize Ribbon" option from the left navigation menu, then check the "Developer" option from "Main Tabs" and hit "OK." Now, the "Developer" option will appear on the toolbar menu (Ribbon).

how to make a fillable form in word

Steps to Show the Devel oper Option on Mac:

Step 1. Click on "Word" from the top toolbar and select "Preferences."

how to make a fillable pdf in word

Step 2. The "Word Preferences" window will open. Click on the "Ribbon & Toolbar."

how to make a word document fillable

Step 3. Now, check the "Developer" option on the right side of the window and hit "Save".

how to create a fillable pdf in word

That's it! you've just cleared the first barrier. Now, time to create the form in Word.

Steps to Create a Fillable Form in Word

Step 1. Go to the "Design Mode" in the Developer Tab

After enabling the "Developer" tab, you can now start adding the content (fields) to your document with the help of Content Controls.

  • Click on the area where you want to add the form field, and then click on the "Developer" tab. In the "Developer" options, you'll see different groups of content controls. You can add any of them according to your need. '
  • Now, click on "Design Mode" from the content controls. In Design Mode, the inserted controls won't work unless you exit it.
how to create a fillable form in word

Step 2. Design Your Form with Content Control buttons

Now, select a specific type of control from the "Content Controls" you want to insert on your form. It'll automatically add to your field. You can also edit or change the appearance by setting the list in the Control Options.

how to make a fillable form in word

Once you've accomplished this, select the Design Mode again to terminate the Design Mode. After leaving the Design Mode, you can use the controls you added.

Step 3. Make the Form Fillable in Word

Your form needs some finishing touch before distributing to others. You must put some restrictions on the form so no one can change or remove its content while filling it out.

  1. In Developers Tab, click on the "Restrict Editing" option. Restrict Editing Pane will appear on the right side of the window.
  2. Check the "Allow only this type of editing in the document." And in the list arrow, select "Filling in Forms." When these settings are enabled, anyone can fill in the fields, but no one can alter the form.
  3. In last, select the Yes, Start Enforcing Protection option. You can also add a password to prevent anyone from turning off the protection.
how to make a fillable pdf in word

Now, your document is completed and ready to deliver.


Part 2. Pros and Cons of Using Word to Create Fillable Form

Nothing is perfect unless you make it perfect. Yes, there are advantages and disadvantages to creating fillable forms in Microsoft Word. Let's start with the good things first.

Pros of Using Word to Create Fillable Forms

  • There are some valuable templates available that you can customize according to your requirements.
  • In the past, the final size of a Word document had been relatively large. After some improvements, they successfully reduce the document size, which is easier to send or share.
  • Word gives you loads of features in the shape of tables, graphics, images, backgrounds, page sizing, etc., to make your forms more attractive and professional in front of others.
  • Not everyone carries a computer all the time. You can easily print out the hard copy.
  • Creating forms in Microsoft Word is very fast.

Cons of Using Word to Create Fillable Forms

  • You can only fill out the forms using Microsoft Word. You can't fill out the forms without Word. Not everyone carries laptops and desktops around them.
  • Anyone can change its content and structure if you haven't or forgot to set the restrictions on a document.
  • There isn't any guarantee that the form layout will show precisely the same as the original.
  • Microsoft Word versions can cause while filling out the forms.
  • It would be pretty much expensive if you purchased the Word license for creating forms. Microsoft's products usually don't come cheap.

Part 3. How to Create a Fillable Form in PDF

You already know how to create a fillable form in Word; now, it's time to learn it differently. Before going into the steps of creating a fillable form in PDF format, you must decide which PDF editor you will use.

We're using UPDF to create a fillable form. UPDF is one of the best PDF editors and readers so far. Plus, it's less expensive than Adobe Acrobat and has more features than other PDF editors. What's more? You can use the same single license on all its platforms, Windows, Mac, iOS, and Android. You can do the following things with it:

how to create a fillable form in word
  • Read PDF: You can open any view your PDF file for free. With its different viewing modes, you can enjoy the reading experience.
  • Annotate PDF: It not only gives you the freedom to view documents. You can also add annotations, markups, and comments on PDFs.
  • Edit PDF: You can freely edit the text, images, links, watermarks, header, footer, background, etc.,
  • Convert PDF: It is not just an ordinary editor and reader. It has the feature to convert your PDF document to other formats.
  • OCR: It also has Optical Character Recognition (OCR) technology to recognize the text in the scanned documents and make them editable.

Steps to Create a Fillable Form in PDF:

Step 1. Open PDF or create a blank page. Alternatively, you can download a PDF form template and open it on UPDF.

how to make a word document fillable

Step 2. Click on the "Comment" icon on the left toolbar. You'll see the different markups at the top of the page. Now, select the "Text Box" above and place it on the page. You can also add different shapes for users to take action.

how to create a fillable pdf in word

Part 4. Word Fillable Form Vs. PDF Fillable Form

Well, there's a complete difference between these two formats. One uses a word processor, and the other doesn't require a word processor. Microsoft Word supports .docx format, whereas PDF (Portable Document Format) itself is a file format. But one thing shared between them is that both are used to create and share documents.

As you all know, PDF and Word share the same value while creating fillable forms. But the question is which one is better when creating fillable forms. Microsoft Word may be a better word processor for writing long documents, inserting tables, reviewing the content, and supporting add-ons. All these features are helpful if you're experienced enough to use them.

If you're unfamiliar with the features, it would be like clearing the summit to mount Everest. Especially creating fillable forms in Word can be a little bit tricky for the new ones. Sometimes the experienced ones find themselves in a difficult position while creating interactive forms in the Word. You already witnessed above how many steps you cover in finalizing the forms.

On the other hand, PDF format is simple as you like. As you know, PDF format supports hardcoded text, so the security of your content isn't the issue. Unlike MS Word, you can access PDF files on any PDF editor or reader. PDF format is not limited to a single platform. You can use any PDF editor you like, and creating fillable forms is easy as ever.

Conclusion

You have just cleared two topics in a single article. Now, it would be easier for you to decide how you will create fillable forms. Before that, you wouldn't even know how to create a fillable form in Word. You have two options: an expensive and complex way to create forms or an easy and cheaper way to create forms. PDF documents would be a much better option than Word. For that, UPDF is the only solution to present your documents in more professional behavior.

Giveaway: Share this article on social media with the tag #UPDFgiveaway and send the screenshot to . You will be rewarded a 3-Month free license for UPDF.