USING MODEL FORMS from the Grants Administration website  The model forms downloadable from the Grants Administration site are templates, designed to be customised by the grant giving agency.  Once customised, the forms can be: –printed and filled out by recipients as hard copies, or –sent to recipients by and completed electronically.  Following is a basic guide to using forms in Word.

1. CUSTOMISING THE FORM  Customise the model form to include agency branding and program-specific items.  If necessary, remove or add fields for data. This is easiest when the Forms toolbar is visible. View > Toolbars> Forms

CUSTOMISING THE FORM (continued)  To add fields, use the Forms toolbar and choose from text fields, check boxes and drop-down lists.  Double click on the field to select options and further refine (for example, to limit the number of characters the user can enter).

CUSTOMISING THE FORM continued  To test the form, click the padlock symbol on the Forms toolbar, allowing you to enter data into the fields as a user would.  Click the padlock again to return to customising.

2. PROTECTING THE CUSTOMISED FORM  Once the form is customised, protect it in order to prevent users from changing it. Tools > Protect Document > Protect Document for Forms  Assign a password so that authorised users can remove the protection and change the form.  Save the form as a template. File > Save As > Document Template

3. USING THE CUSTOMISED FORM  Once it has been saved and protected in this way, the form can be sent electronically to recipients.  Recipients will only be able to enter text in the shaded fields and make selections from check boxes or drop-down lists. They will not be able to alter surrounding text.

4. CHANGING THE CUSTOMISED FORM  To change a protected form, first remove the protection using the password. Tools > Unprotect > (password)  Once changes are made, protect the form again and re-save as a template.

FURTHER INFORMATION  For more detailed instructions, visit:  Or contact: Smiljana Kajasa Performance Development Division NSW Premier’s Department Tel: