Questionnaire by e-mail

[JayE]

Hi,

I need to e-mail our customers a questionnaire with some multiple choice questions and some text box fields to be completed and returned.

My first thought was to create a protected form Word document, but I can't seem to use the Send To (as attachment) option after protecting it, also the user needs to be able to quickly and easily return the document by e-amil.

Can I design a form in Outlook 2000 instead?

I await your help.

Regards,
Jay/UK

 

[Dreamboat]

If you can't send a protected form using the Send to as attachment option, then there's something else wrong. Because I can do that.

Outlook forms? They don't work unless the person is on an exchange server with you. So that won't work.

If all your customers are likely to have Office installed, then the Word form is your best bet. If not, then you may have no real choice except converting the Word file to a form in Acrobat. Anne Troy

http://www.TheOfficeExperts.com

Word and Excel Macros
Coming soon: wX

 

[JayE]

Hi,

Thanks for your reply. From what you say, I have to get this Word feature working properly, because it seems I can only use Outlook forms within the office network.

I wouldn't mind looking at Adobe Acrobat to doing forms, but would need to check it out before purchase - do you know if they do a trial? And would that program enable the form to be e-mailed back to the sender quickly and easily?

When I protect the Word document and use Send To Mail Recipient (as opposed to Send to Mail Recipient as attachment), it comes up with the e-mail and the usual headers to put in the address and subject line ...

BUT pressing Send a Copy in the toolbar does not work, the document just stays on screen.

Can you assist with this problem?

Regards,
Jay/UK

 

[Dreamboat]

You cannot send the Word document as an email. It must be sent as an attachment. Outlook doesn't have "form protection".

I don't have "send a copy" on my toolbar. What button would that be? Anne Troy

http://www.TheOfficeExperts.com

Word and Excel Macros
Coming soon: wX

 

[JayE]

Hi,

Just to clarify if I want to send a Word document, I usually send it as an attachment by clicking on the option "Send to mail recipient as attachment".

If, however, I want to send the document as part of the e-mail itself I use "Send to mail recipient". The top half of the screen changes so it looks like a Word document but with a bar along the top showing send a copy, a paperclip, and various other ones through to bcc From.

The Send to mail recipient option does not work correctly with a protected form, take the protection off and it goes through fine.

We are using Office 2000.

Can you assist me further?

Regards,
Jay/UK

 

[Dreamboat]

Jay:
Your recipients must be using mail as their email editor for them to receive a "Word document as the body of the message" (And even then, I'm not positive because I personally hate that feature.)
Do you understand that?

You cannot send a Word form via email format (which is what you're doing when you DON'T choose "as an attachment&quot and have it work like Word, because it is now part of the Outlook email message body.
Do you understand that?

With those understandings, do you have a question? Sorry. I thought I was making these things clear. Anne Troy

http://www.TheOfficeExperts.com

Word and Excel Macros
Coming soon: wX

 

[JayE]

Hi,

Thank you so much for explaining all these things to me. It's very clear now.

So I can't do what I want with Outlook because forms don't work outside the organisation. I can't use Word because it has to be sent as an attachment and that means users can't automatically send the document back to us.

Do you know of any another program I can use for the e-mail questionnaire we want to do? Dreamboat mentioned Adobe Acrobat, is that the program I need to check out for this form?

Regards,
Jay/UK