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Simple invoice template google docs for Personnel

Today, I'm going to show you how to create a  fillable form in Google Docs. We'll include   form elements like text fields, drop-down  selections, and checkboxes. Let's dive in! Okay, here I'm in Google Docs and I have a form  open, and this is the form that we're going to   create. I'm going to go ahead and zoom in just  a little bit so you can take a look. And here   we've made this form a fillable form so that  users can come out and type their name in the   different fields and they can select a drop-down  list selection. They can come to the different   places and select the different city, state,  or region, and then they can also check a box,   whatever type of incident that they want to  describe on the incident report form. And   then down here, they can type into this box  and type in the description of the incident.   So I'm going to show you how you're going  to be able to create all these different   form elements in Google Docs. So let's go  ahead and open up a new blank document. Alright, the first thing we want to do is insert  an image or our logo. So we're going to go up to   Insert, we're going to say Image, and then we're  going to upload from the computer. We're going to   navigate where we have our logo, select it, and  click Open. Then we can size it down. So we're   going to select it and drag it down to the size  that we want. And then underneath here, you have   different options. We're going to put this behind  text. And then with our drop-down selection here,   go ahead and select fix position on page. This  allows us to grab it and move it wherever we want   to place that. And since it's behind the text, it  won't affect if we do want to put a title up here,   which we do. We're going to want to name our  form. So I'm going to come up to our Center   alignment here, click on Center alignment, and  here's where we're going to type our incident   report form. We can select the text here and  we can make it bold and increase the font size. Alright, the next thing we want to do is create  an area. I'm going to go back to a left alignment   here. And we want to create an area where we have  a fillable space that a user can type in their   name and date. And so to do this, we can insert  a table. So we're going to go up to Insert Table,   and I'm going to select four cells of a  single row. And here we're going to say Name,   and then we're going to have the date and time  over here. And we can adjust these by simply   dragging this cell border over. So we want a  little bit less space for the date and time,   and then a little more space to type the name.  Now what we want to do is hide the borders that   we don't want to have visible, but we do want to  leave an underline where we want the user to fill   in the name. So in order to do that, I'm going  to go ahead and select all of the borders. I'm   going to hold my Control key while I select each  border. One thing I can do is actually come up   to the Border width and set that to zero. And by  doing that, it eliminates that border. And I want   to go ahead and actually eliminate this one as  well. We're going to eliminate that and set that   to zero. Now, another thing you can do is change  that border color to white. So for example, if you   wanted to keep the border there but not have it  visible, you could set that border color to white.   So there's a couple of ways that you can hide  that. I'm going to go ahead and just leave that   at zero. So now when your user opens up the form,  they can click here and they can type their name,   and it will not move or adjust. It will be within  that cell and it will be underlined on the bottom   border. So that's one way that you can create  those text fields on your Google form. Now,   the next thing we want to do is create some  drop-down lists. So now there's a section of   my form that's going to be the incident location.  I'm going to select that bold and make it a little   larger. I'm going to hit Enter and I'm going to  enter a table here as well. I'm going to click on   Insert Table. I'm going to select three columns  with two rows. And the top row is going to be my   labels and I'm going to select that row. I'm going  to come up here to the background color and select   gray and I'm going to center align. And then I'm  going to put drop-down selections in the cells.   So to do that, I'm going to come up to Insert,  and we're going to select drop-down. And this   is going to allow us to add a new drop down.  So we're going to click on new, new dropdown,   and we're going to call this one region. And for  my first option, I want an option that appears   as a default that says please select. You don't  have to do that if you just want to list your   selectable options here you can, but I like  to have that visible so that someone knows to   click on it to drop down and make a selection. So  I'm going to use that and say please select. And   then my next options I'm going to fill those  in here and if you need to add a new option,   you can just add a new one and if you want to  reorder these, you can just drag and drop them   and if you need to delete one, of course you can,  you can also select a color for the button that   will appear for your user. So for example, if you  wanted to have a slightly different color for each   option then when a user selects that option,  then it will be in this particular color and   it'll have the text will contrast so that you  can see the selection. So I'm going to go ahead   and click on Save and then we'll go ahead and  add dropdowns for the state and city as well. Now that we have our drop-down selections, now  we want to create a section of the form where   we indicate a type of incident. We want  to have a checkbox for those different   types of incidents. So here's how we'll  do that. We're going to create the header. Alright, now we're going to create our list  selections and these are going to include injury,   illness, and environmental, and a notifiable  event. Now what I'm going to do to create the   checkboxes I'm going to select my list and  then come up here on your toolbar you'll see   the checklist menu and there's a drop-down.  There's two different types of checklists   that you can use in Google Docs this one is  the one we want and this one allows us to   check a box and have that selected. Now the  other option if we were to choose that would   actually cross off the item that you check so  for example if we selected that one it would   cross off the item so you want to be sure that  you select the correct option and use that for   your checkboxes. Now the final section of our  form is just an open-ended area that people   can type in a description of the incident.  So we'll create that using one large cell. Alright, so I have my cursor where I want to  insert that. I'm going to come up to Insert,   we're going to do a table and just do the one cell  and so here we can actually drag and adjust the   sizing of that so that if we want that to fill  up the rest of the page it just means that users   can come out and they can fill in information  and type into that text box. Now you can format   the text the way you want it to appear in that  text box so you just have your cursor and select   that and if you know want it to be a little bit  different color or different font or just not   bold you can do that, we can adjust the sizing  so that when someone does type a description   it would be the format that you select for that  text box. So likewise up here you might want to   bold or make larger some of the elements of your  form format so that it's a little more obvious   and then keep the formatting un-bold where people  type in the information just so it differentiate   differentiates for you when you get your forms  back you'll see easily see when people fill in   the form and you can test your selections here so  for example if we Select East you can see that the   color shows up with the right font contrast now  one thing that happened was our image got pushed   down to the bottom of the next page so we're just  going to bring that back up right here and place   it where we need it now two things to note and  keep in mind when you create a fillable form in   Google Docs one is that unfortunately you're  not able to protect the document or restrict   it to just filling in the form fields which  means when a user accesses this form of course   they're going to come in and fill in the form but  they also have the ability to accidentally edit   or delete possibly delete elements of the form  formatting so just keep that in mind that's one   of the limitations of Google docs for fillable  forms and then the other thing to note is that   unless you have Google workspace a work version  you're not able to save this as a template so what   you'll want to do is every time that you want to  use this form as a new form you're going to want   to come up and just say file make a copy and so  you're going to want to keep your base document   as your template and then to use a new form you  would just make a copy and title that as you   need to and it will save a different version  of that fillable form for you to fill in. If   you want to learn more about creating fillable  forms, be sure and check out the playlist on   my channel. You'll learn how to create forms in  Word, Excel, Acrobat and even online forms like   Google Forms and Microsoft Forms. Be sure  and share this video with your friends and   visit my website SharonSmithHR.com. Thanks so  much for watching, and I'll see you next time.