About sharing your forms with others

When you are finished filling out a form, there are several ways for you to share your form with others. In addition to making it accessible to others by saving it to a shared location, such as a Windows SharePoint Services site, you can send your form in an e-mail message, export it to the Web, or submit it directly to a database or Web service.

 Note   If you want to make form templates (form template: In InfoPath, a file or set of files that defines the data structure, appearance, and behavior of a form.) available for other users to fill out, you must publish them to a shared location by using the Microsoft Office InfoPath 2003 Publishing Wizard.

ShowSending forms in an e-mail message

You can share your forms with others by sending them in e-mail messages. This provides a way for team members to quickly collaborate or review forms. You can send a form either in the body of an e-mail message or as an attachment. If you send a form as an attachment, recipients must have InfoPath installed on their computer and have access to the correct form template to make changes to the form.

Security    The recipient of an e-mail message may not receive an attachment depending on the attachment file type. For example, program file type (.exe) attachments are blocked by Microsoft Outlook. The security level of file types is, in some cases, set by the e-mail server administrator. Make sure to provide an alternative method for recipients to access the attachment.

 Note   Because a form template is referenced through a link by every form created from it, the form template should be stored in a single location and should not be moved. Instead of sending a form template in an e-mail message, you should publish it to a shared location to ensure that all forms based on it work and open correctly and to simplify its maintenance.

ShowExporting forms to the Web

You can also share a form by exporting it to the Web. The Export to Web feature allows you to save each view of a form in a Web page format (.mhtml file), which can be viewed in a Web browser. This allows you to share your forms with people who may not have InfoPath installed on their computers. Users who view your form in a Web browser can see the information contained within it, but they cannot modify it.

ShowSubmitting form data to a database or Web service

You can submit data in a form directly to a database or Web service by using the Submit feature in InfoPath. The Submit feature is available for forms that have been designed to work with either a database or a Web service. When a form is designed to work with a database or Web service, the information specifying where and how to submit the data is included as part of the form template. To submit a form you have filled out, you must be connected to the appropriate database or Web service, but you do not have to know specific paths or locations.

Security    Before submitting a form you have filled out to a database or Web service, make sure that the form you received is from a trusted source.