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Word XP
PC

Using Forms in Word XP

Where to find Word XP

Word XP is standard for public clusters and/or offices.

It is installed in offices by IS, so users requesting installation need to call the helpdesk (x3333) and arrange a time for installation.

Getting Started

Select Microsoft Word from your Start Menu. If it is not there, find the Microsoft Word program on your hard drive. Open Word XP by double-clicking on the program.

Setting up a Form Template in Word
  1. Go to View>Toolbars>Forms.
  2. To create a text field, type the name of field and click on ab in the Forms toolbar.
    ex. Name:
  3. Click on the Field Form Options icon and set Type and Length. Click OK.



  4. Repeat steps 2-3 for all the form fields you wish to add.
  5. On the Forms toolbar, click the Lock icon to lock form from editing.
  6. Close the Forms toolbar.
  7. Go to File>Save As and save the template as a Document Template (.dot). If created on a PC with Word XP, the template can also be used on a Mac in Word 2001.

  8. If you want to save it as a regular word document as well, go to File>Save As Word Document (*.doc) and save the document on the desktop for attaching to e-mail. Users can then fill out the form on their own computers and return it as an attachment by e-mail. Since the form is created in Word XP, the translation issues are the same as for any Word XP document. The person receiving the document must have Word XP (PC), Word 2001 (Mac), or the appropriate translators necessary to read up from a lower version of Word.
Using SUM on Word Forms and Templates
  1. Go to View>Toolbars>Forms.
  2. Create a table with one column for labels (i.e. gas, food, lodging), one column and row for each number you want to add, and one row for the total.
  3. Type the name of field in the correct cell in the label column, then click on ab in the Forms toolbar to create a text field.
    ex. Name:
  4. In the number column, insert number fields (be sure to format the number to two decimal places) into each cell EXCEPT for the last one (this is to be used for total). Right-click on the field, then go to Properties and set Type and Length. Make sure that the Calculate on exit option is checked. Click OK.



  5. Select all the cells in table column containing the numbers and the cell that will contain your sum. Click on the tab selector on the ruler and set it to the decimal tab to line the numbers up when you add real numbers. Click on the ruler where you want to set your tab.
  6. Click in the bottom cell of the table (where the total will be), then go to Table menu and select Formula. In the Paste function drop-down menu, select SUM, then type the word ABOVE between the parentheses (you should have =SUM(ABOVE) as the final formula). Click OK.



  7. On the Forms toolbar, click the Lock icon to lock form from editing.
  8. Close the Forms toolbar.
  9. Here is an example of the final form (inactive on the webpage, but active in Word):



  10. Go to File>Save As and save the template as a Document Template (.dot).
  11. If you want to save it as a regular word document as well, go to File>Save As Word Document (*.doc) and save the document on the desktop for attaching to e-mail. Users can then fill out the form on their own computers and return it as an attachment by e-mail. Since the form is created in Word XP, the translation issues are the same as for any Word XP document. The person receiving the document must have Word XP (PC), Word 2001 (Mac), or the appropriate translators necessary to read up from a lower version of Word.
How to Exit

To close Word XP completely, choose Exit from the File menu at the top. Or, press the Alt and F4 buttons together.

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