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

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Overview

Before you begin

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

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 Note: 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:

• Install Office Outlook 2007 on your computer, if it is not already installed.

• Verify that the form template is configured with either a restricted or full trust security level. A form template configured with a restricted security level means that forms based on this form template cannot access the system resources on the e-mail message recipient's computer. If the form that is based on this form template must access the system resources on the e-mail message recipient's computer, you need to configure the form template with a full trust security level and digitally sign the form template with a certificate from a trusted certificate authority. You cannot publish a form template with a domain security level to a list of e-mail recipients.

• Verify that your form template does not have any query data connections. You cannot publish a form template to a list of e-mail message recipients if the form template contains a query data connection. If you need to display data from an external data source, store the data from the external data source in a resource file. Then you can include this resource file with the form template.

• Verify that your users have Office InfoPath 2007 installed on their computers.

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

1. On the File menu, click Publish.

2. In the Publishing Wizard, click To a list of e-mail recipients, and then click Next.

3. 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.

4. Click Next.

5. 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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