Use Word’s check boxes to gather data from someone reading your document or from someone using a VBA program you've embedded in the document (VBA is short for Visual Basic for Applications, a programming language developed by Microsoft). The data should be of a Boolean nature, meaning it can only take one of two values. To use check boxes, write VBA macros for them in an event procedure within the VBA development environment. Event procedures are functions that run when certain events occur in a Word document. One such event is a user clicking a check box.
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Thanks for additional information, there could be some coding involved that is not supported by the Mac. You could try replacing the tick box in the file with a text box created in word on the Mac, then insert a tick symbol using a standard font such as arial, supported by both Mac and PC.
Use Check Boxes on a Document Page1.
Create a new Word document, then click the “File” menu. Click “Options” to display the Options dialog box. Click 'Customize Ribbon' in the dialog’s left pane, then click the 'Developer' check box. This tells Word that you want to reveal the normally hidden Developer tab. This tab has a button that lets you insert check boxes in Word documents.
2.
Click the 'Developer' tab, then click the 'Legacy Tools' button in the Controls group. Click the check box control to insert a check box into the current document. Right-click on the check box and click 'Properties.'
3.
Click in the text box to the right of the Caption property in the Properties pane, then type the prompt you want the user to respond to by clicking the check box. For example, you could type “Yes, please sign me up for the newsletter.”
4.
Right-click the check box and click 'View Code' to open the VBA development environment. Type the following VBA statements above the End Sub statement. These statements display a message if the user ticks the check box.
If (Check box1.Value = True) Then MsgBox ('You've subscribed') End If
5.
Press 'Alt-F11' to return to the Word document, then click the 'Design' button in the Controls group of the Developer tab. This action activates the check box for data entry.
6.
Click the check box. Your macro will run and display the message “You’ve subscribed.” Click the check box again to remove the check mark. No message displays this time.
![]() Use a Check Box in a Userform1.
Create a new Word document, then press 'Alt-F11' to enter the VBA development environment. Click the 'Insert' menu, and then click 'Userform' to insert a new userform into the document.
2.
Drag a check box control from the Toolbox pane onto the userform. Type a prompt in the text box to the right of the Caption property in the Properties pane, such as “Yes, I’d like to subscribe.”
3.
Double-click the check box to display the event procedure that will run when a user clicks the check box during execution of the userform. Type or paste the following program code above the End Sub statement.
If (Check box1.Value = True) Then MsgBox ('You just subscribed.') End If
4.
Press “F5” to execute the userform. Click the check box to insert a check mark. Your program code will run and display the message “You just subscribed.” If you click the box again, no message will appear because the If statement in the code only checks for the condition when the check box is ticked.
References (1)About the Author
Darrin Koltow wrote about computer software until graphics programs reawakened his lifelong passion of becoming a master designer and draftsman. He has now committed to acquiring the training for a position designing characters, creatures and environments for video games, movies and other entertainment media.
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Koltow, Darrin. 'How to Use Check Boxes in Word.' Small Business - Chron.com, http://smallbusiness.chron.com/use-check-boxes-word-54673.html. Accessed 12 January 2020.
Koltow, Darrin. (n.d.). How to Use Check Boxes in Word. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/use-check-boxes-word-54673.html
Koltow, Darrin. 'How to Use Check Boxes in Word' accessed January 12, 2020. http://smallbusiness.chron.com/use-check-boxes-word-54673.html
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• Filed to: Word • Proven solutions
The important of checkboxes cannot be overemphasized especially when it has to do with forms because the make document easier to read and answer. The good thing is that you can comfortably do this in a word document but how to make a checkbox in word is a question must be normally ask. While it may look complicated, the truth is that knowing how to add check box in word could be straightforward with the right steps. Having said that, this article will look at two ways on how to create a check box in word as well as other alternatives to word document.
How to Add Checkbox in PDF Documents
It is important to note that there are two ways in which this can be achieved. The first is to use the word’s developer tools to add the checkbox options for forms while the second will be to change bullets to checkboxes for printed documents. However, whatever option you use will depend on how you want to use the document.
With Developer Tools
If you want to know how to make checkbox in word using the word’s developer tools option, use the following steps.
Step 1: The first thing to do is to ensure that you enable the Developer tab on the ribbon (With an open word document, click 'File' drop down menu and choose the 'Options' command. Then switch to 'Customize Ribbon' in the word options. Select the 'Main tabs' on the drop down menu on the right side of the 'Customize the Ribbon' list and then select Developer check box and click 'OK' button.)
Step 2: At this point, use your cursor and position it where you want to put the checkbox in the document. Then change to the Developer tab and the click on the 'Checkbox Content control 'button.
At this point, you will see the checkbox placed at the part of the word document you want it to be. The check box will be interactive in the sense that you can click it.
Change Bullet to Checkbox
However, if you want to know how to create a checkbox in word using the Change bullet to Checkbox option, you can use the following steps.
Step 1: Open word document and on the Home tab click on the small arrow located at the right side of the 'Bullet List' button. You will see some lists in the drop down and then select 'Define new bullet'
Step 2: On the window that comes up click on 'Symbol' button. From the 'Symbol' window, you can click the 'Font' drop down and then choose Wingdings 2 option
Step 3: Go through all the symbols and look for one that looks like a checkbox. You can as well choose any other symbol that fits better if so desired. After making a selection, click on 'OK' to close all the windows
Step 4: : In your word document, type the bullet list and the checkboxes will appear.
This option is useful particularly if you intent to create a document print out and just want some checkboxes on it. It is a simple way to go about it instead of the first option that would require adding ribbons as well as using forms.
Advantages of PDF Format
We have seen how to create a checkbox in word but what most people do not know is that you can as well add checkboxes in PDF document. In fact, in most cases, PDF is preferable to word due to a lot of reasons. First, PDF is a secured file format and this means it cannot be edited at random like the way word document can be edited. Before you can edit a PDF document, you will need a specialized tool or platform where you will open the PDF file. This makes it more secured as it cannot be easily edited without the right tools.
Still talking about the security of PDF file formats, it is important to note that PDFs can be locked with a password. With this, the PDF document cannot be accessed, opened, printed by anybody without the express approval of the owner. This means that the document can only be accessed when the password is provided and this makes PDF far better than word documents.
To edit PDF, you need an editor like PDFelement . It is one of the best PDF editors with capable features like annotating, creating PDFs, printing PDFs among others
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How to Add Checkbox in PDF DocumentsStep 1. Open PDF in PDFelement
Launch the PDFelement first. Click on 'Open File' in the home window to open the PDF document.
Step 2. Add the Checkbox
Click 'Checkbox' option and click on any place within the document where you want to add the checkbox.
Step 3. Change the Checkbox Properties
Change the properties by double clicking on the checkbox to open up a dialog box. You can then change the properties like adding name under the 'General' tab and changing colors and fonts under the 'Appearance' tab. More steps to create a PDF form, please check here.
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