Many people use Word forms as a convenient way to collect data electronically. But if you need to compile the results of many forms in one place, say an Excel spreadsheet, Word forms start to feel a lot less convenient.

 

Back in January, a staff member emailed because she’d run into that very problem. The only method she knew of was to copy and paste each field in the form into a cell in a spreadsheet, which is long, tedious, and can result in human error.  She knew there must be a better way, and I agreed.  I just didn’t know what it was.

 

Fortunately the good people over at Tech Republic did.  You can set options in a Word form to save the data for forms, then use the Text Import Wizard in Excel to retrieve the data. Tech Republic has a useful and well illustrated article on how to transfer data from a Word form to an Excel spreadsheet. It includes instructions for Office 2003 and 2007.

 

If you work with Forms in Word, you might also be interested in reading Unlocking (and Locking) Forms in Word 2007.