How to Create Check Boxes

Set Up Word or Excel
1. Click 'Start' > 'All Programs' > 'Microsoft Office' and then either 'Microsoft Word 2010' or 'Microsoft Excel 2010.'
2. Select 'Options' from the 'File' tab in Microsoft Office or Microsoft Excel's ribbon. Select 'Customize Ribbon.'
3. Select the 'Developer' check box under 'Main Tabs.' Click 'OK.'
Check Boxes in Word
4. Select 'Design Mode' from the 'Developer' tab of the ribbon.
5. Click the place on the document where you want to insert the check box.
6. Click the 'Check Box Content Control' icon in the 'Controls' group of the Developer tab.
7. Select 'Properties' in the 'Controls' group of the Developer tab. Enter an optional title or tag. Change any other optional settings pertaining to formatting and click 'OK.' Enter labels and instructions.
8. Add more check boxes if you desire groups. Select the group of check boxes by pressing the Ctrl key and clicking on each you want. Select 'Group' from the 'Controls' group of the Developer tab.
9. Select 'Save' from the 'File' tab.
Check Boxes in Excel
10. Select 'Insert' from the 'Developer' tab of the ribbon bar. Select the check-box icon in the 'Form Controls' group.
11. Select the cell of the Excel worksheet where you want the upper left corner of the check-box control located.
12. Select 'Properties' from the 'Controls' group of the Developer tab.
13. Select one of three initial states for 'Value' for the check box: unchecked (default), checked or mixed (applies for groups of check boxes where one or more values may be checked initially).
14. Enter the cell reference that contains the initial value of the check box under 'Cell link,' e.g., $C$1. You may click the icon and then click the cell in the spreadsheet if you prefer. Click 'OK.'
15. Click to the right of the check box to edit the label text. Select 'Save' from the 'File' tab.
Protect the Word Form for Distribution
16. Select 'Restrict Editing' on the Developer tab in Word.
17. Check the box for 'Allow only this type of editing in the document' in section two of the 'Restrict Formatting and Editing' pane located on the right of your screen. Select 'Filling in forms' from the drop-down list in section two 'Editing restrictions.'
18. Click 'Yes, Start Enforcing Protection' in section three 'Start enforcement.' You may enter a password or leave the password fields blank. Click 'OK.'