Create forms that users
complete in Word
User’s Guide
Table of Contents
Table of Contents
Introduction .......................................................................................................................................1
Creating a Word Form Template ......................................................................................................1
Adding your Template to MedTeam .................................................................................................6
Table of Figures
Figure 1 - Opening the Help Menu .................................................................................................. 1
Figure 2 – Searching for the Form Field Instructions ...................................................................... 1
Figure 3 - Selecting the Create Form Topic .................................................................................... 2
Figure 4 - Initial Instructions ............................................................................................................ 3
Figure 5 - Print the Instructions ....................................................................................................... 4
Figure 6 - Protecting the Document................................................................................................. 5
Figure 7 - Cataloging the Template in User Utility........................................................................... 6
Figure 8 - Cataloging a New Template............................................................................................ 7
Figure 9 - Entering the Template Information.................................................................................. 7
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Word Form Templates
Introduction
The following information is taken directly from the Microsoft Office Online Help system. This information applies to Microsoft Office 2003 and
above.
Creating a Word Form Template
1) You can find detailed information by selecting, from the menu bar at
the top of the Word window, Help > Microsoft Office Word Help.
Figure 1 - Opening the Help Menu
2) When the Help window opens enter the words “Form Field” and
press the Arrow button
Figure 2 – Searching for the Form Field Instructions
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Word Form Templates
The search results will bring up all of the topics for creating and maintaining a
word form template. The main question is were to start.
We recommend starting with the topic “Create forms that users complete in
Word”.
3) Click on the Create forms that users complete in Word topic to
open the instructions.
Figure 3 - Selecting the Create Form Topic
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Word Form Templates
4) Click on the Show All link in the upper right corner of the window
to show all of the definitions and instructions.
Figure 4 - Initial Instructions
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Word Form Templates
5) Click on the Printer icon on the top of the window to print these
instructions.
Printer
Figure 5 - Print the Instructions
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Word Form Templates
Once you have created your form you will need to protect the document to
prevent users changing the format but, still allow them to add information into
the form fields.
6) Return to the Search Results topic list and select the “Protect a
document” topic.
Figure 6 - Protecting the Document
Once you have mastered the basics of creating a form template document you
can explore the other topics about this subject to enhance your template.
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Word Form Templates
Adding your Template to MedTeam
1) Once you have created your Template make sure that it is saved in a
“.doc” document format.
2) Copy your Template to the location on your server when your
Transcription templates are stored or to a location that is common to
all users such as the Public drive of the server. Check with your
manager as to the clinic’s policy for management of MedTeam
document templates.
Once you have copied the Template to the appropriate location you must
catalog it in the MedTeam system so that it becomes available to all users and
plus make it a permanent item in the patient’s transcription record.
3) Open User Utility.
4) On the menu bar select Options > Templates.
Figure 7 - Cataloging the Template in User Utility
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Word Form Templates
5) When the “Update/Add Template Files” window opens press the
New button.
Figure 8 - Cataloging a New Template
6) In the Template Description field enter the title of the template.
7) In the Network Filename field you must enter the full path and
name of the template.
8) In the Application field select the application, typically Word is the
application that will be used to update or edit the final document.
9) Press the OK button.
Figure 9 - Entering the Template Information
Note: Once you press the Ok button the system will verify that the Template is
actually in the location that you specified in the Network Filename field.
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