Shelly Cashman Word 2019 | Module 10: SAM Project 1a iCare Insurance CREATING AN ONLINE FORM     GETTING STARTED Open the file SC_WD19_10a_FirstLastName_1

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Shelly Cashman Word 2019 | Module 10: SAM Project 1a

iCare Insurance

CREATING AN ONLINE FORM  

 

• GETTING STARTED

• Open the file SC_WD19_10a_FirstLastName_1.docx, available for download from the SAM website.
• Save the file as SC_WD19_10a_FirstLastName_2.docx by changing the “1” to a “2”.
  • If you do not see the .docx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
• With the file SC_WD19_10a_FirstLastName_2.docx still open, ensure that your first and last name is displayed in the footer.
  • If the footer does not display your name, delete the file and download a new copy from the SAM website.
• To complete this project, you will need to display the Developer tab.
  • If the Developer tab does not display, click the File tab to open Backstage View and then click the Options button. In the Word Options dialog box, click Customize Ribbon and then click the Developer check box. Click the OK button to close the Word Options dialog box and confirm the Developer tab appears in the Word ribbon.

• PROJECT STEPS

1. You are an executive assistant at iCare Insurance, a company providing auto, health, homeowners, and life insurance to customers across the United States. You are developing a survey to send to customers via email, and plan to ask them to fill in the survey and then return it to you the same way. You need to complete the survey as an online form in a Word document.
   
   Change the paper size to A5 (5.83 x 8.27 inches) so that customers do not need to scroll when completing the form online.
2. Change the page color to Tan, Accent 4, Lighter 80% to make the form more attractive.
3. Add a content control for entering a first name as follows:
   1. In the first cell of row 1, insert a Plain Text content control after the "First Name:" text.
   2. In Design mode, edit the placeholder text so that it appears as follows:
      Click here to type your first name.
   3. Format the new content control using the Strong style.
   4. Lock the content control so that it cannot be deleted.
4. Add a content control for selecting an insurance policy type as follows:
   1. In the first cell of row 3, insert a Check Box content control to the left of the space.
   2. Change the properties of the check box to use Auto as the tag.
   3. Choose a setting so that no border is displayed around the check box.
   4. After the space, enter Auto as the label for the check box.
5. Add a content control for specifying another type of insurance as follows:
   1. After the text "Other (please specify):" in row 4, insert a Rich Text content control.
   2. In Design mode, edit the placeholder text so that it appears as follows:
      Click here to list other policy types.
6. Add a content control for selecting a satisfaction rating as follows:
   1. After the text "Overall, how satisfied are you with iCare Insurance?", insert a Drop-Down List content control.
   2. Do not allow the drop-down list content to be edited.
   3. Remove the "Choose an item." entry.
   4. Add the following three choices for the drop-down list:
      Very satisfied
      Somewhat satisfied
      Not satisfied
7. Add a content control for indicating whether the customer would recommend the company as follows:
   1. After the text "Would you recommend iCare Insurance to your friends and family?", insert another Drop-Down List content control.
   2. Do not allow the drop-down list content to be edited.
   3. Remove the "Choose an item." entry.
   4. Add the following four choices for the combo box:
      Definitely
      Probably
      Not likely
      Definitely not
8. Add a content control for selecting a date as follows:
   1. After the text "Today's date:", insert a Date Picker content control.
   2. Select the date format similar to October 17, 2021.
   3. In Design mode, edit the placeholder text so that it appears as follows:
      Click here to enter a date.
9. Remove all the borders from the table so that the top part of the form blends in with the bottom part of the form. (Hint: Make sure to select the entire table when removing borders.)
10. Insert a rectangle to separate the form from the page background as follows:
    1. Draw a Rectangle: Rounded Corners around all of the content in the document.
    2. Change the height of the rectangle to 4.1" and change the width to 7.8".
    3. Move the rectangle so that its top and bottom edges encompass the text on the page, and then align the rectangle to the center of the page.
    4. Apply the Colored Outline—Purple, Accent 5 shape style to the rectangle.
    5. Apply an Offset: Right shadow to the rectangle.
    6. Send the rectangle to behind the text.
11. Restrict editing in the document to allow users only to fill in forms, and start enforcing protection without a password.

Your document should look like the Final Figure on the following pages. Save your changes, close the document, and then exit Word. Follow the directions on the SAM website to submit your completed project.