how to make a survey paper in word

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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How to create a survey in Microsoft Word

How to Create a Survey

How to create a survey in Microsoft Word

How to create a survey in any word version.

  • Open Microsoft Word.
  • Open a blank document or search for “survey” in the search box.
  • Go to the Table Layout tab.
  • Click where you want to edit the existing text to enter your own questions.
  • Print and distribute your form to survey participants.

We’re often drawn to the latest and greatest technology, but sometimes the basics can get the job done, like when you need to create a simple survey to print and distribute at an event or hand to clinic patients after visits. In cases like these, Microsoft Word might be just what you need.

While the exact steps may differ depending on your version of Word, here’s a basic rundown of how to create a survey in Microsoft Word.

How to create a survey in Microsoft Word (any version)

  • Open Microsoft Word. 
  • Open a blank document or search for “survey” in the search box to find Word’s survey template.

A Microsoft Word online interface displaying a variety of document templates for creating new files, such as resumes and letters

  • Go to the Table Layout tab. Click where you want to insert or delete cells or other content in the document.

Microsoft Word interface with an open document template designed for customer feedback, featuring structured questions and response options

  • Click where you want to edit the existing text to enter your own questions and response options. Repeat the previous steps until you’ve completed your survey.

A Microsoft Word document view showing a customer service feedback form with Likert scale questions and checkboxes

If you want to use an even simpler format, you can just add questions and answer options to a blank Word document. 

You now know how to create a survey in Microsoft Word. But while using Word to create a survey may work for simple print-and-distribute use cases, you’ll likely soon realize that this approach has a lot of limitations. It can be tricky to format the questions, and you’ll have to manually record and review the responses, instead of having them automatically entered into a spreadsheet.

Microsoft does offer a dedicated online form tool, Microsoft Forms , but it has limitations as well.

More versatile survey tools

If you hope to reach a wider audience, create a more complex survey, and save time on collecting and evaluating your survey responses, you need a digital solution. While there are many options available, these three provide unique features you’ll find useful.

The surveys you create with Jotform can be as simple as the ones you create in Word or much more extensive.

With Jotform, you can

  • Customize surveys to your exact specifications: Ask a ton of questions or just a few. Give respondents a few response choices or a bunch. Mix up the question format to include multiple-choice questions, checkboxes, rating scales, and text fields.
  • Integrate with other third-party apps: Want to integrate your survey with Google Sheets or Airtable? Jotform lets you integrate with these tools and more than 100 others across industries and categories — from email marketing tools to cloud-storage platforms.
  • Accept payments: Jotform is one of the few survey creation tools that gives you the ability to accept payments from respondents (for event registration forms, for example). Jotform provides secure payment integrations — whether you choose to integrate with Square, PayPal, Stripe, or another of Jotform’s 25-plus payment gateway partners.
  • Make surveys visually impressive: You can create visually stunning surveys to keep your participants engaged. You don’t have to settle for basic blocks of text on white backgrounds.

You can add as many questions as you want as well as brand and visually distinguish your surveys, which is perfect if you’re looking to impress your survey respondents (especially if they’re customers). You can also embed the surveys on your website, or share them through email, a QR code, or a link.

Get up and running with Jotform quickly by checking out these 1,300-plus easy-to-use survey templates for inspiration or create your own from scratch and customize it with our drag-and-drop form builder.

2. Google Forms

Part of the Google Workspace suite of tools, Google Forms lets you create online surveys and send them to an unlimited number of participants. Unlike printed forms you create in Word, you don’t have to worry about multiple pages overwhelming survey participants (or annoying you when you distribute and collect them).

Like other Google products, this form builder’s interface is intuitive and easy to use. Plus, you can keep track of survey responses directly on the platform in Google Sheets, or you can have them sent directly to your email. Google Forms allows you to include some branding elements, but you’re limited to adding a company logo and changing the background color.

3. Facebook

Facebook’s survey feature comes in the form of a poll. The poll is simple, but it comes with the bonus of better reach and a greater likelihood of responses since it’s so short. This option works really well when you have specific Facebook groups you want to canvas for their opinions or feedback. Just start a post to the group and click Poll.

Similarly, you can create a poll for a Facebook Story by creating a new story, then clicking the Poll sticker. Facebook Stories are only live for 24 hours, so this survey feature is perfect for quickly gauging opinions on timely, trending, or straightforward “yes/no” topics.

Check out this post on how one business owner uses these surveys to make informed decisions about his products and services, along with the steps on how you can create a Facebook survey yourself.

While you may now be familiar with how to create a survey in Microsoft Word, make sure to take some time to explore these survey-building alternatives that offer more powerful, comprehensive, and intuitive features.

Thank you for helping improve the Jotform Blog. 🎉

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How to Create a Questionnaire in Word (for Windows and Mac)

Last Updated: May 30, 2023

This article was co-authored by wikiHow staff writer, Darlene Antonelli, MA . Darlene Antonelli is a Technology Writer and Editor for wikiHow. Darlene has experience teaching college courses, writing technology-related articles, and working hands-on in the technology field. She earned an MA in Writing from Rowan University in 2012 and wrote her thesis on online communities and the personalities curated in such communities. This article has been viewed 71,275 times. Learn more...

This wikiHow will teach you how to create a questionnaire in Word on Windows and Mac computers. You cannot create forms that others can fill out using the web version, but you can create check boxes, text controls, date pickers, and drop-down lists from a computer.

Using Windows

Step 1 Open Word and make sure the developer tab is visible.

  • If you don't see the developer tab, go to File > Options > Customize Ribbon > Developer (under Main Tabs) .

Step 2 Create a new document or choose a template.

  • You can add almost any sort of question and answer form from the Developer tab. Experiment with the types of questions and answers you can add to the questionnaire, then change or set their properties from Developer > Properties . [1] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source

Step 1 Open Word and make sure the developer tab is visible.

  • If you don't see the developer tab, go to Preferences > Ribbon and Toolbar > Customize the Ribbon > Main Tabs > Developer . [2] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source

Step 2 Create a new document or choose a template.

Expert Q&A

You might also like.

Insert Page Numbers in Word

  • ↑ https://support.microsoft.com/en-us/office/create-forms-that-users-complete-or-print-in-word-040c5cc1-e309-445b-94ac-542f732c8c8b#DevTabTopic=Windows
  • ↑ https://support.microsoft.com/en-us/office/show-the-developer-tab-in-word-e356706f-1891-4bb8-8d72-f57a51146792#OpenDevTab=macOS
  • ↑ https://support.microsoft.com/en-us/office/create-forms-that-users-complete-or-print-in-word-040c5cc1-e309-445b-94ac-542f732c8c8b#DevTabTopic=macOSNewer

About This Article

Darlene Antonelli, MA

1. Open Word and make sure the developer tab is visible. 2. Create a new document or choose a template. 3. Insert a text control. 4. Add a date picker. 5. Insert a checkbox. Did this summary help you? Yes No

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COMMENTS

  1. Create a form in Word that users can complete or print

    In Word, you can create a form that others can fill out and save or print. To do this, you will start with baseline content in a document, potentially via a form template. Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to ...

  2. How to create a survey in Microsoft Word

    How to create a survey in Microsoft Word (any version) Open Microsoft Word. Open a blank document or search for “survey” in the search box to find Word’s survey template. Go to the Table Layout tab. Click where you want to insert or delete cells or other content in the document. Click where you want to edit the existing text to enter your ...

  3. How to Create a Questionnaire in Word (for Windows and Mac)

    Create a new document or choose a template. Go to File > New or New from Template and search "Forms" for the questionnaire template you want to use. 3. Add content controls to your form. From the Developer tab, you'll be able to insert text boxes, check boxes, and combo boxes.