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I will be using the Microsoft Word desktop app in this guide because it's my personal preference. If you are using a different version, things may not be entirely the same, but you can still follow along. To insert a checkbox in a softcopy document like forms and surveys that you want respondents to fill out digitally within the Word document , you'll use the Developer tab in the menu bar. So I will start this guide by walking you through how to show the Developer tab in the menu bar.
Next, click on the Developer tab in the menu bar. You will see options such as Add-ins, XML Mapping Pane, and some others you will not see their names until you hover on them. The checkbox becomes interactive immediately after you insert it. The only problem is that an "X" appears by default in the checked state, and you might want a checkmark instead of this.
Step 3 : You will see the default symbols for checked and unchecked symbols. You will see the common checkmark icons used for the checked state of checkboxes. Another way you can make the checkbox look better and make it user-friendly is to remove the bounding box that appears when it is checked or unchecked, and when the cursor is placed on it. Instead, you can define a custom bullet point for the purpose.
You can create a shortcut with the steps below. Step 1 : Make sure the checkbox is being shown as a bounding box. Step 5 : You should see several options checked. Now, to insert a checkbox, you can simply type the word you entered in step 6 and hit the space bar. Checkboxes often play a crucial role in data collection using softcopy and printed documents. I hope this tutorial helped you understand how they work. In this guide, you learned how to insert an interactive checkbox for fillable digital documents such as forms and surveys, and insert a non-interactive checkbox in printed documents.