Chapter 11 Enhancing an Online Form and Using Macros Microsoft Word 2013

Chapter 11

Enhancing an Online Form and Using Macros

MicrosoftWord 2013

Enhancing an Online Form and Using Macros 2

• Unprotect a document• Specify macro settings• Convert a table to text• Insert and edit a field• Create a character style• Apply and modify fill effects• Change a shape

Objectives


• Remove a background from a graphic• Apply an artistic effect to a graphic• Insert and format a text box• Group objects• Record and execute a macro• Customize the Quick Access Toolbar• Edit a macro’s VBA code

Objectives


Project – Online Form Revised


• A macro is a set of commands and instructions grouped together to allow a user to accomplish a task automatically

• This single command is a convenient way to automate a difficult or lengthy task

• Macros often are used to simplify formatting or editing activities, to combine multiple commands into a single command, or to select an option in a dialog box using a shortcut key

Using Macros


• The macro recorder creates a macro based on a series of actions you perform while the macro recorder is recording

• The macro recorder is similar to a video camera: after you start the macro recorder, it records all actions you perform while in a document and stops recording when you stop the macro recorder

• After you record a macro, you can execute the macro, or play it, any time you want to perform the same set of actions

Recording a Macro


Recording a Macro and Assigning It a Shortcut Key


• To provide added security to templates, a basic Word template cannot store macros

• You must save your document as a macro-enabled document/template instead

• In order for macros to play, you must enable the macros

• If you make a mistake while recording the macro, delete it and record it again

Saving a Macro-Enabled Template


Saving a Macro-Enabled Template


Specifying Macro Settings in Word


• A macro consists of VBA (Visual Basic for Applications) instructions

• To edit a recorded macro you use the Visual Basic Editor

• With the macro recorder, Word generates the VBA instructions associated with the macro automatically as you perform actions in Word

Using a Macro to Automate a Task


• When writing a VBA procedure, comments are often added to help you remember the purpose of the macro and its code statements at a later date

• Comments begin with an apostrophe and appear in green in the Code window

• Comments have no effect on the execution of a procedure; they simply provide information about the procedure, such as its name and description, to the developer of the macro

Editing a Macro’s VBA Code


Editing a Macro’s VBA Code


• The current date and time field in a form automatically displays the current date and time

Inserting a Date Field


• Word provides several different artistic effects, such as blur, line drawing and paint brush, that alter the appearance of a picture

Applying an Artistic Effect


Applying an Artistic Effect


• When you have multiple graphics, such as pictures, clip art, shapes, and text boxes, positioned on a page, you can group them so that they are a single graphic instead of separate graphics

Grouping Objects


Grouping Objects


• You can use the Restrict Editing task pane to allow editing in just certain areas of the document, a procedure called adding users excepted from restrictions

• To do this, place a check mark in the ‘Allow only this type of editing in the document’ check box and then change the associated text box to ‘No changes (Read only)’, which instructs Word to prevent any editing to the document

• Next, select the placeholder text for which you want to except users from restrictions and place a check mark in the Everyone check box in the Exceptions (optional) area to instruct Word that the selected item can be edited—the rest of the form will be read only

Setting Exceptions to Editing Restrictions


• Some users attach a digital signature to a document to verify its authenticity

• A digital signature is an electronic, encrypted, and secure stamp of authentication on a document

• This signature confirms that the file originated from the signer (file creator) and that it has not been altered

Adding a Digital Signature to a Document


• A digital signature references a digital certificate• A digital certificate is an attachment to a file,

macro project, email message, or other digital content that vouches for its authenticity, provides secure encryption, or supplies a verifiable signature

• Many users who receive online forms enable the macros based on whether they are digitally signed by a developer on the user’s list of trusted sources

Adding a Digital Signature to a Document


• A digital signature line, which resembles a printed signature placeholder, allows a recipient of the electronic file to type a signature, include an image of his or her signature, or write a signature using the ink feature on a Tablet PC

• Digital signature lines enable organizations to use paperless methods of obtaining signatures on official documents such as contracts

Adding a Signature Line to a Document

Documents

Chapter 11 Enhancing an Online Form and Using Macros Microsoft Word 2013