Publish a form template to a list of e-mail message recipients

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Overview

You can publish a Microsoft Office InfoPath 2007 form template by distributing it in an e-mail message to your users. The Publishing Wizard creates an e-mail message that includes a copy of the form template and the form that is based on the form template. When users with Microsoft Office Outlook 2007 open the e-mail message, they can fill out the form directly in the body of the e-mail message. Users with earlier versions of Outlook or with other e-mail applications receive an e-mail message with both the form and the form template that it is based on as attachments. These users must first open the form template attachment to install the form template on their computer. Then they can open the form attachment, which opens the form in Microsoft Office InfoPath, where they can fill it out.

Security  Remind your users that they should open only e-mail attachments from trusted sources.

 Note   Publishing a form template is not the same as saving a form template. When you publish a form template, the Publishing Wizard adds the publish location and processing instructions to the form template so that users can open forms that are based on this form template. When you save a form template, you are saving a copy of the form template, just as you do when you save a file to your computer. You should always use the Publishing Wizard when you want to make your form template available for your users to fill out.

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Before you begin

Before you publish your form template to a list of e-mail message recipients, you need to do the following:

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Publish a form template to a list of e-mail message recipients

  1. On the File menu, click Publish.
  1. In the Publishing Wizard, click To a list of e-mail recipients, and then click Next.
  2. On the next page of the wizard, in the Form template name box, type a name for the form template, and then click Next. The form template name will appear in the subject heading of the message that is sent to your e-mail message recipients.
  3. Click Next.
  4. Click Publish.

After the Publishing Wizard finishes publishing the form template, an e-mail message with the form will open. You can fill out and send this message.

 Tip   In the Introduction box in the e-mail message, type a reminder to your users that they should open only attachments to e-mail messages from trusted sources.

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Applies to:
InfoPath 2007