Join Gini von Courter for an in-depth discussion in this video Distributing the form template, part of Word 2007: Forms.
So I have this amazing Pledge Form saved as a template that I want to…distribute to other users.…How should I best do that?…Well the answer is it depends.…For example, if someone says to me, I'd like to fill out my Pledge Form;…can you send me a copy of it? Absolutely I can.…I'm going to simply click the Office button and choose New, go to My Templates,…create a Pledge Form and if, for example, the person who's asking for it is…someone I know, I might even fill out some of their personal information here.…
I have this document I could save it so it has their name in it, so I could save…Kiley Pledge Form, for example.…Then when I'm content and it's ready to go, I'm going to go ahead and choose…Office button > Send > Email and I'm going to send this as an email message.…A good reason to have gone in and saved this is it wouldn't say Doc 3 then, it…would say Kiley Pledge Form or whatever.…When the user gets this, they're going to open it.…
It'll open in reading view, if that's their setting.…That's a setting in Word that affects Outlook.…
AuthorGini von Courter
Prerequisite Course: Word 2007 Essential Training
- Customizing pre-built Microsoft.com templates
- Inserting content controls
- Saving a form as a template
- Troubleshooting form issues
- Understanding Building Blocks
- Creating a schema using the Content Control Toolkit
Skill Level Intermediate
1. Getting to Know Word Forms
Formatting form tables7m 33s
2. Inserting Form Controls to Capture Data
3. Finishing a Form
4. Creating Internal Forms with Building Blocks
5. Creating Controls That Repeat Data
What's next?5m 13s
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