Need help with forms

[Guest]

I have created a form for my department and put it on the shared folder on the network. Each of the folks is responsible to put in their portion and email it back to me. I have a number of questions in this, so bear with me please. I would like for them to be able to use some kind of a check sheet at the back when they're done that will activate the email being sent to me automatically (I'm assuming a macro needs to be written - not too sure how). Also, on my "test" run the first person to the form document, seized it so no one else could grab it and make changes to it. Are they supposed to save the form to their hard drive first, then make changes -- leaving the original "untouched" on the server? If so, how do I do that other than just protecting the form

If the email thing will work, is there some way I can track the changes so there are no duplicates - I'm responsible for rolling up everyone's input into a concise, accurate document. I did all the checking I could possibly do on HELP and it just wasn't that helpful to me! I'd appreciate any and all info and input from you guys out there.

Thanks
RMG

 

[Charles Kenyon]

Suggestion... Have your form be a template that is in the Workgroup
templates folder on your network. Give people instructions to create a new
document based on that form and then email it to you.

What you are talking about is what Word calls an "online form." For more
about online forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles. Reading that series of articles will make you
an expert on these forms and probably show you several good ways to
accomplish what you want to do.

Hope this helps,
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
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I have created a form for my department and put it on the shared folder on

the network. Each of the folks is responsible to put in their portion and
email it back to me. I have a number of questions in this, so bear with me
please. I would like for them to be able to use some kind of a check sheet
at the back when they're done that will activate the email being sent to me
automatically (I'm assuming a macro needs to be written - not too sure how).
Also, on my "test" run the first person to the form document, seized it so
no one else could grab it and make changes to it. Are they supposed to save
the form to their hard drive first, then make changes -- leaving the
original "untouched" on the server? If so, how do I do that other than just
protecting the form?

If the email thing will work, is there some way I can track the changes so

there are no duplicates - I'm responsible for rolling up everyone's input
into a concise, accurate document. I did all the checking I could possibly
do on HELP and it just wasn't that helpful to me! I'd appreciate any and
all info and input from you guys out there.