Email Questionaire

[JeremyH1982]

Is there an easy way of making a form in an email.

Example: Credit Inquiry form. Is there a way to send it in an email, not
scanning the document and sending as an attachment, but making it an
answerable email, that all they have to do is reply to it while filling in
the answers to the questions.

it would look something like this

Credit Inquiry

On_________________________________

Address_______________________________

City & State______________________________

Sold From ______________ To________________

Terms_________________ High Credit_________________

Now Owing_______________ Amount Past Due______________________

Days Late___________________ Recent Trend__________________________

Comments__________________________________________________________

___________________________________________________________________


something to that effect.

But the thing is, I don't want to have to type it each time I need to send
it. I hope I have explained myself enough, If not let me know.

I would appreciate any feedback anyone can give me. I have thought about
typing it up once, and then sending it, and each time I need it just go into
my sent Items folder and retrieving it from there, but, It is for a girl at
work, and she isn't as computer literate as me, so that would be somewhat of
a burden for her to do that each time.

thanks in advance.

 

[Sue Mosher [MVP-Outlook]]

You could create such a message and save it as an .oft file for later reuse, but I'd leave out the blank lines and ask for only one piece of information on each line. That will make it much easier (and thus more likely) for someone to actually fill it out and send it back.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[JeremyH1982]

When you say, Save it as an .oft file; what do you mean??

I had created an email that looked exactly like the example given, and saved
it as a template; it showed up in the Drafts Box; When she had sent it, it
disappeared out of there. I have the template saved in the templates folder,
how do I make it EASILY Accessible???

And by converting it to an .oft file will that make it easier to access or
how would I access that??

 

[JeremyH1982]

After realizing what I had written earlier, I need to revise.

I did it as an OFT file, But how do you make it easily accessible to the
person who wants to use it, not regularly, but every once in a while.

Keeping in mind that she isn't very computer literate in the first place.

Thanks
Jeremy

 

[Sue Mosher [MVP-Outlook]]

How does she access other files that she uses just every once in a while?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[JeremyH1982]

OK

never mind; I figured it out.

After I created the Template, and if I wanted to use it, I would click the
arrow next to new; for the drop down menu, then Clicked "Choose Form..."

Then in the look in box; I clicked on User Templates in File System; and
there it was.

Thanks for your help though.

 

[JeremyH1982]

She has a note pad, that she writes down how to do what

step by step
for example, for her to use this email format, she wrote down

1. Click on arrow next to New at Top.
2. Click "Choose Form..."
3. In the look in box, make sure it says User Defined Templates
4. 2x Click on Willits Credit Inquiry


then she knows what to do from there. But she has a notebook that she writes
everything down in. Those steps are easy compared to how I was making her do
it.
LOL. I am so mean...

But in all seriousness, I do appreciate your help. Thank you.