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The Stepwise Tutorial to Net Sheet Fillable Form

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Must-knows concerningNet Sheet Fillable Form

in this video i'm going to show you how.to create a fillable form in microsoft.excel.in previous videos i've shown you how to.do this using microsoft word.but there are times where you may want.to draw on.data from a large spreadsheet database.and pull that data into your form and in.those cases it's going to be easier to.create your form.in microsoft excel i'm going to show you.how to format your form so that when.your users open it up.it's going to look like a form and not.necessarily like a typical spreadsheet.we're going to go step by step in this.video so i can show you how to build.your fillable form in microsoft excel.all right so here is an example of the.form that we're going to build today and.i'm going to show you some of the.features.and how we're going to design and build.this you'll notice.when i go to the print preview up here.i'm going to click on print preview and.you can see that.from a user's perspective it doesn't.look like a spreadsheet at all it looks.like a normal page with a form on it.with three different questions.all right so the way that we're gonna.some of the elements that we're gonna.look at today when we design.this from scratch we have a drop down.list that we've inserted.into our excel form where we can select.either full-time or part-time as an.option on this form it's a an employee.engagement form.sample and if i notice the text and the.instructions if i select.part-time that the part-time.instructions.pull up so it's a way um using an if.formula.that will pull in different information.into that cell.based on the user's selection from this.drop-down list.so that's one feature we're gonna see.how to do today.um also over here we have check boxes.that users can check to make a selection.in one of the questions and then the.other thing that we're gonna look at.today is how to use vlookup.to pull in some information based on a.drop down list.so down here if i have a drop down where.i'm asked who my manager is and i select.from a list of names.i can select a name and then have data.automatically populate.uh based off of that name perhaps the.title and department.is the example that i'm using in this.today but.think about uh if you're creating a fax.cover sheet or other type of form.you could even have your vendors listed.out and.based on selecting a vendor maybe that.vendor's address would pop.up in the form so there are a lot of.ways that you're.that you can use this and i'm going to.show you how to set that up.another thing that i'm going to show you.if you hang out until the end of the.video.i'm going to show you how to hide tabs.in your.excel spreadsheet and in the workbook.and i'm going to show you two different.ways to do this.a way to hide them and then a way to.make them very hidden so be sure and.stay till the end so that you see how to.do that.okay so let's go ahead and start with a.blank.spreadsheet and so from here the first.thing that we're going to do.to start creating our form in excel is.we're going to come up to page layout.select size and then we're going to.select the letter.and if you notice very faintly what.happened there.was this dotted line appeared.and this is my page gridline so when i'm.designing my form now i know.what i need to stay within that dotted.line.so that i can stay within an eight and a.half by eleven size.piece of paper so that it looks like a.normal page for my form.and so if you scroll down you can see.these very faint lines here as well and.that's the bottom.of your page so that's the framework.that we're going to work within because.to design this form we're going to be.merging cells and hiding grid lines and.doing different things.so we're going to want to make sure that.we have that.eight and a half by eleven size page.selected.all right so the first thing we're going.to do i'm going to expand the top row.because this is the row we know we're.going to want to put.the title of our form and we're building.an employee engagement survey.and then i know i have a line a row for.some instructions.and then my first question is gonna be.um let's double check here we're gonna.ask please select your employment status.so i'll go ahead and type that first.question.all right and so i'm gonna go ahead and.start formatting my columns i'm going to.drag it over so that.this column will encompass enough.for some of my text here and my.questions.and then i'm going to also expand my.column c a little bit.for my drop down answer so notice how.the dotted line is still there but the.the columns.um are moving based on my adjusting.the the size so now what i want to do is.if this is somewhat the framework that.i'm going to work within.so now i can start formatting it a.little bit and what i'm going to do is.i'm going to.close in the first column a little bit.because that's just where i want to.number my questions.but i'm going to select all.of the cells that are in that top row.and i'm going to go back to my home.tab and i'm going to select merge and.center.then i'm going to align that over to the.left.i'm going to increase the font size to.make it big.and then i'm going to make it bold.and then i'm going to continue to use.these alignment buttons up here.and align it into the center of the text.so then what i want to do.is i can either go up to insert and grab.a picture or logo from my computer or i.can copy and paste if i have it open in.another document so that's what i'm.going to do i'm just going to copy my.logo.and you can put your logo and what you.can do.is you can make sure that it stays.within your grid lines there.and then you can expand your column and.that way you can fit an image or a logo.in the top header so you've gotten your.header set up and.um and some of your your formatting and.framework done.all right so i'm gonna italicize this.because this is our first question.and then the first thing we're going to.do is set up for a drop down list.and this and to insert a drop down box.into excel.one of the ways to do this is to create.a table.in your workbook on a tab that you're.going to ultimately.hide and so what we're going to do is we.are going to set up our drop-down list.items.and make it a table then we're going to.insert the drop-down form field into.this cell.so over here on this sheet i have some.text that i'm going to use later on so i.have it pasted here for ease.but i'm going to go ahead and create my.drop-down list.for the status type which is i'm going.to say.full time and part time and all i do is.type the list the whatever i want in my.drop-down list i'm going to.just type it into different cells in a.column.and then what i'm going to do is click.on any of those items that i create in.the list.and i'm going to hit ctrl t and that is.going to.create a table and i'll click ok.and then what i can do is i can say.please select will be the instead of it.saying column one i can overwrite that.and say.please select or select status.and then because now that this is a.table it will be dynamic and so.if i ever add anything to this table.uh the drop down that i create on the.other page on the other.sheet is going to automatically update.based on.what i input here in this table so now.that we've created the table.what we can do is come back over here to.sheet1.and we want to insert the drop down list.here so all we have to do is go.up to data under the.data tools areas there's a drop down.here and you're going to select.data validation and that's going to open.up a window and allow you to select.here you're going to drop down and.select list.and then the source put your cursor in.the source area.and then you're going to come over to.your your sheet 2 here.where you have your your table and.you're going to select that.as your source and you're going to click.ok.and so now you have a drop down over.here in excel so if somebody were to.click.on that cell they would be able to.select full time or part time so that's.how we insert.the drop down list now based on that.drop down list we want.certain instructions to appear.automatically.so we'll make.our instructions here and let's just say.uh we want to create a box.here we can merge and center we can.left align it and put it in the center.and.this is where we're going to use an if.formula.and the reason i'm using an if formula.here is i want this to default to the.full time text.however if someone selects part time.from the drop down i want it to display.a different set of text so the way to do.that is.come here and insert in a formula you.type equals.if and then we're going to select the.cell that we're referencing.so that enters c3 into the formula so.we're going to say if c3 equals.part time.and i'm going to type it just the way.that it.is displayed in the list.then i want it to return.if it's true what we want it to return.is some sort of.part-time text.and then we'll put a quote to end that.and then you put another comma and now.the value if.false then we want it to return.uh whatever the full time text that we.want it to return.so i'm just going to say full time text.for now but you can.type out or paste in into this formula.between those quote marks.any type of text that you want to.display and so then i'm going to.hit enter i'm going to close my brackets.and hit enter so now it's defaulting to.the full-time text because.there's nothing selected here however if.i.select full-time it will default to the.full-time text but if i select.part time it will pop up with the.part-time text so that's one way to use.the if formula.that's a logical value um if if.a cell is returning something you um if.it's true you say this.if it's false it says this so that's how.we're using that formula here.for this conditional drop down all right.the next thing i'm going to show you.is how to insert those check boxes into.your form.so the next question was question number.two and.how long have you worked for the company.so how long have you worked here.and what we want to do is i'm just.formatting it the same way as my other.question.and then what i can do is select in the.area where i want to insert a checkbox.and then i can come up to my developer.tab.and if you're not sure how to enable the.developer tab be sure and check out one.of the videos on my channel how to.enable it it's the same way as you would.enable it if you're in microsoft word.all right so you would enable your.developer tab and then you have a button.over here where you can insert.certain controls and we drop down from.there and we can.check um have a checkbox form control.and so um.what we want to do is draw that box.wherever we want to have the checkbox.and so it places the box where we can.grab it and drag it and place it.wherever we want.so from here we can place the check box.here.it actually if you expand it it does say.check box.so we um you can highlight that text and.delete that.so it's a simple check box and.from there you have that you can copy.and paste it.and if you want to insert more you can.right click i'm going to resize it back.down so it's smaller.and i'm going to simply copy by hitting.ctrl c.and i'm going to paste my other two.check boxes.and then i can drag those and place them.wherever i want in my document so if i.want them to line up here.all i have to do is select them i can.right click.and then drag those over here and those.check boxes are nice because.you don't have to protect your document.at all for a user to check one of them.to put a tick in that box.all they have to do is check the box and.it will.select or deselect there that way you.have your check boxes that you can place.anywhere you need to in your excel.document and so.for here our labels were um you know.one to two years.so forth so you could fill in all of.your answer options for those check.boxes.in those different cells and again if.you need to.move those formatting around you can.right click and use your little arrows.will make those.micro movements so you can adjust it and.get it aligned.hopefully just right for you and i'm.gonna.just move that over so it's in line all.right the next.question the that we're going to set up.is going to use a vlookup formula to.look up information.from a large database if you have a.large database a big spreadsheet of.information that you want to pull.pieces of information out of and return.data based on something that's selected.from a drop-down list.this is how you're going to do it so.we're going to say question number three.is we want to lay say who is your.manager.and then based on what they select.the manager's title.and maybe the manager's department.will automatically populate so.we're gonna highlight this cell i'm.going to come back up to the home tab.and highlight it because that's where.we're going to want to insert.our drop down list and so our.drop down list is simply going to be uh.the list of names of our.from our database and so sheet3 over.here.is a simple database that i've set up.as a table that we're going to turn into.a table so if you have a whole.spreadsheet what you're going to want to.do is click anywhere.within that data and hit control t.and make it into a table and click ok.and then this turns your information.into a table and notice that um.it did add extra columns and so what i.can do.is replace that with the supervisor.title and department that we want.um to be in those headers and then i can.delete that top row.so now we have our database that is in.the format of a table.so now we can use it not only to create.the drop-down list.but then also to use the vlookup formula.in those other cells where we want to.return.the title and department depending on.what is selected.again the other example that i mentioned.that you can use this for would be to.return.vendor addresses or something like that.in your.form that may be an invoice or a fax.cover sheet type of form that you're.using this is.very helpful so then what i'm going to.do is come back over here and we're.going to.insert our drop down list again we go up.to data.we go up to the data tools the data.validation area.and we're going to select the list value.again.and in the source tab here we're going.to come.and select just the first column.of our database here so i selected.up here i selected a so it selects the.entire column.as the source and i'm going to click ok.so now in my drop down i have three.names.the three names that are in my database.uh one thing that's neat about.uh the fact that you've linked that.source the entire column.is now if i ever go back and say i add.or change something on my database if i.make a correction.to someone's name or replace a name or.add a name.i can add.another name to the database and then.when i come back over here.to my to my sheet and i select down.you'll notice it automatically.inserted whatever i added or updated.into my drop down list so another.helpful feature of linking this.drop-down list to a table.that might be hidden in your document is.that if you have multiple forms.and you're using the same drop-down then.this is a really nice way to make sure.that all you have to do is make that.addition or change once and it can.update all of those fields.in that drop-down so it's dynamic that.way which is very helpful.all right so now what we want to do is.return.that manager's title and department.based off of what the user selects.and in this case what we're going to do.is use a vlookup formula.so you can come up to the formulas tab.and if you um have recently used vlookup.you can find it here you can type.equals vlookup or you can search for it.it is.up here in your formulas tab.so what i like to do is um bring up the.function arguments table.and then go from here so the value that.we're going to look up.we're going to select the cell that we.want to reference.so it's going to look up based on.whatever is selected in that drop-down.list.then it's going to return um the column.and row of information that we want it.to from.our database so then the table array.we're going to put our cursor in the.table array go back to sheet.3 and we're going to select the entire.table and that's going to be our table.array.the column index number is going to be.which.column in our database that we want to.return.so for title we know that's the second.column over.number two b so we're going to put.number two the number two in the column.index.and then range lookup we're going to put.false.and that is because we want it to return.the actual.value that's in that database so then we.click.ok and now we have our vlookup formula.there.and notice how what the way vlookup.works is.if it if there's if it deems it as an.error meaning well there's nothing.in this cell to look up therefore i have.nothing to return to you.therefore i'm saying hashtag n a.and so if you um what we're gonna do is.wrap the vlookup formula in what we call.an if.error and then if it's if error then we.want it to.appear blank because it's not really an.error it's just that.vlookup isn't finding anything to put.there so it's putting hashtag in a.we don't want it to show hashtag a we.just want it to show blank.so the way we do that is we come up here.and we say equals and then we say.if error and then we're going to put.our vlookup formula in.keep that in parentheses and then we're.going to put.a comma and then we're going to put two.quotes with nothing in between the.quotes so the nothing in between the.quotes means that it's going to be blank.and then we're going to close the.parentheses and hit enter.so now that's blank so we don't see.anything.but you'll notice if we do select from.our drop down if we select a name.the title does pop up so we know that.here we can see that we have our vlookup.formula that's wrapped around.an if error to so that it will hide the.hashtag in a.and we're going to just basically copy.this exact same formula.and so what you want to do is hit.control c.and then we want to um put our cursor.hit.enter so we don't mess up that vlookup.formula.we select the cell that we want to also.add that formula into.double click and paste and now.it what we want is column number three.because the third column column c was.the column.with the department so we're going to.put replace.2 with a 3 but keep the same formula for.everything else and hit enter.so now when we make a selection.here um the title and department update.based on what we have in our database so.you can try that.and then if for some reason nothing is.selected.you can delete the information.out of this and it will show a blank.so now before we finish up.a couple other things that i want to.show you how to do to.make this easier to read and look at.so one of the things that i've done on.the original form that i showed you was.i hid all the grid lines so that it just.looks like a blank white.piece of paper instead of having all of.the little grid lines that a normal.spreadsheet.has when you log into excel so to do.that.you simply come up to page layout.and um check the box.where it's normally defaulted to view.under grid lines just.uncheck it and then that way your.spreadsheet those gridlines don't show.up so when your user opens up the.document it just looks like a clean.white piece of paper.kind of like microsoft word looks um the.other thing that i like to do.is we know that our um.our margin line for our page is right.here and so i like to leave.a little bit of some spacing here.just in case that i say i've put a.border around.some of these columns and things.for example i want the header to have a.thick box border around it.and maybe these instructions i want to.have.a regular box border um.an outside border around that so i.squeeze in the last column over here and.then what i'm going to do.is i'm going to highlight the first row.outside of that and i'm going to hit.ctrl shift and my right arrow.and when i do that it selects every.single entire column to the right.of where of the column that i.highlighted and now what i'm going to do.is right click up here and hide.all of that and so then.i'm going to come down and do the same.thing at the bottom of my page i'm going.to select.the row and then i'm going to hit ctrl.shift and my down.arrow that's going to select every.single entire row.in the entire spreadsheet and then i can.come over here.right click and say hide and the reason.i've done that is.again to make it look like more of a.clean white piece of paper that your.form is on.so that people don't get confused when.they open up an excel spreadsheet they.just see it's a.massive spreadsheet with all these rows.and columns now they're seeing it's a.nice formatted page with your form on it.all right and so the other thing that.you're going to want to do is you're.going to want to hide your other.sheets in the document so you don't want.your users when you email or you might.email this form to them.you don't want them to be able to see.these other tables the.other sheets that you put your tables on.now especially i would recommend that.you never.include any table that has any.confidential data or information in it.your data's tables that you're pulling.from should have information that's.publicly available just because.you don't want to send this off and have.someone unhide or find that.data if it happens to have confidential.information in it so.be sure to be careful about that but all.you have to do to hide sheets is.to right click on them and select hide.right.and so that is an easy way that you've.hit you've hidden all those other.spreadsheets so that they aren't.readily visible when you go up to.to see the spreadsheet when you open it.up so your users open it.but if a user is familiar with excel.then they know.that all they have to do to unhide a.sheet is come down at the bottom.click unhide and then they can see that.there are two other sheets down there.that can be unhidden so there is a way.that you can actually.set these to be what's called very.hidden so i'll show you how to do that.real quick so let's go ahead and.unhide these right quick i'm going to.right click again.and unhide and select sheet 3 and let's.name these and to name them all you have.to do is double click and so we're going.to say.this is the survey sheet and we're going.to say sheet 2 is called.table 1 and then this one will be.our database.all right so what i'm going to do now.instead of simply right clicking and.selecting to hide.the other tabs what i want to do is.come up right click on any of the tabs.and i can select.view code and this is going to open up.your vba window.what we're going to want to do if you.you select the sheet.that you're going to want to hide and if.you don't already have.your source properties so if you open.this up and you don't see anything down.here.you simply hit f4 to display this window.and your properties window is going to.display down here.and there you're going to see at the.very end something called visible.and you're going to have a drop down.here where you have the ability to make.the sheet.very hidden okay so i'm going to select.very hidden.on that one and then i'm going to come.up to sheet.3 and i'm going to also make sheet 3.very hidden and i'm going to click save.and then i'm going to i can save my.documents.it's prompting me to save it and so i'll.go ahead and save it.and then i can actually close out of.there and you notice that those other.sheets are hidden.and when i come down and right click.there's nothing to unhide.so that's a great way to make sure that.any sheets you don't want to have.visible.make them very hidden um the way to.bring them back.is to remember to right click and go up.to view code.simply select the table again and make.them.visible or even just hidden and then you.can right click and unhide.all right i know we covered a lot of.information in the video today.what i'm going to do is include a table.of contents in the description below.this video that will allow you to jump.to the particular part of this video.that you may want to go back to.and re-watch also i've made this form.available for purchase as a download you.can.click on the link in the description.below the video to purchase this form.that you can use to customize for.yourself and just so that you don't have.to start from scratch.if you found this video helpful be sure.and give it a thumbs up to like it you.can click the subscribe button to.subscribe to my channel.and then click the bell to receive a.notification every time i post a new.video.visit my website sharonsmithhr.com and.thanks so much for watching thanks for.all my viewers with all the great.questions and comments if you have any.comments or questions.be sure and leave them below thanks and.i'll see you next time.

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  1. Add the CocoSign app on your iOS device.
  2. By your email to write an account, or sign in with Google or Facebook.
  3. Note the PDF that needs to be signed on the iPad or pull it from the cloud.
  4. Note the space where you want to place the signature; choose 'Insert initials' and 'Insert signature'.
  5. Write down your initials or signature, place them correctly, and save changes to the document.

Once complete, the document is ready for the next step. You can download it to your iPhone and email it. As long as you have a high quality internet connection, you can sign and send documents right away.

How to create an electronic signature for the Net Sheet Fillable Form on Android?

iOS has millions of of users, there's no doubt of that, but most cell phone users have an Android operating system. To meet the requirements, CocoSign has developed the app, especially for Android users.

You can recieve the app on Play Market, install it, and you are able to start signing documents. These are the key elements to sign a form on your Android device:

  1. If you already have a CocoSign account, sign in. If you don't have one yet, you can sign in using Google or Facebook.
  2. Choose on '+' to click the document you want to sign, from cloud storage or using your camera.
  3. Note the space where the signature must be placed and then use the popup window to put down your signature.
  4. Place it on the page, confirm, and save the changes.
  5. The final step is to send the signed document.

To send the signed form, just attach it to an email, and it will reach your colleagues right away. CocoSign is the best way to sign various documents every day, all at a comparatively low price. It's time to forget all about distinct mark on hard copy of doc and keep it all electronic.

Net Sheet Fillable Form FAQs

Read the below common problems about Net Sheet Fillable Form. Speak to directly if you still have other queries.

Need help? Contact support

I'm trying to fill out a free fillable tax form. It won't let me click "done with this form" or "efile" which?

It’s can be aggravating! Like Gevin mentioned the “done with this form” button is disabled for form 1040 ONLY. To continue, you have to click the step 2 tab to the right of step 1 . The tab says “E File your tax forms”

How do you do a seller's net sheet?

Thanks for the A2A. I have not been in real estate since 2000. It was not a practice in the firm I worked under, but it certainly would be performed if a seller asked how much they would net from their sale.

How do I make a PDF a fillable form?

If you have Acrobat Reader or Foxit Phantom, you can add form to the PDF file you want to fill in. Refer to the screenshot here (Phantom). First click on Form, then you can pick option you want for your form (Text Field, Check box…) and draw it where you want to input your data. You can also change font and size of it to fit the existing text. When you are done adding the fields, you can just click on the hand icon, and you can now fill in your form and then save it as.

What is net to seller?

This is wildly popular today, to the extent “the other guy” is paying for it. That’s why you see defense contractors supporting foreign aid. Make it easy for these poor countries to buy our jets. Or look at Haitian disaster relief, how much of the aid package made it back into “Friends of Bill” (Bill Clinton, that is). 'Friends of Bill' given State Dept. attention in Haiti relief The consumer electronics loved President Bush’s $300 tax “rebate” checks sent out in 2001. Many stores had specials, for flat screen TVs, etc., geared right to that amount. These and many other things (farm subsidies, mortgage interest deduction, etc.) have broad support, but only because “the other guy” is paying for them. But does it make sense for any particular retailer to pay, from their own profits, to fight poverty, in expectation that this will pay for itself by increasing their own customer base? Probably not. Of course, it is a free country, and if owners of a company want to fight poverty with their resources, then they ought to be free to do that. But any serious look at history and economics shows that the poor benefit less from aid and more from free markets and the general economic development that comes with free markets. The poor of 2017 are not better off than the poor of 1950 because they have more money to buy a tube radio. They are better off because they can buy better things for even less. I’d focus more on making products better and cheaper, on competing in the market. That is where progress comes from.

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