Embed Word doc w/form into OL2007 form

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Pyramid 36

We have a Word template with form fields that we use to collect information

gathered during an interview with the contact. Currently, we create a new

Contact record, open a new document from the template, fill in basic contact

data in the Contact form, record information from the interview in the Word

form, save the Word form, and create a link in the Notes section of the

Contact record.

We want to eliminate having to create a new document from the template as

well as the Save & link steps. The elegant solution it seems would be do

design an Outlook form. Because of the time & cost involved in developing a

custom OL form and our lack of inhouse OL Form development expertise, I

thought someone might have suggestions on how to more closely "bind" the Word

form without actually developing a new form.

I was hoping that there was a way to incorporate the Word form into an OL

form without minimal-to-no "programming".

"Pyramid 36" Ken
 
S

Sue Mosher [MVP]

> I was hoping that there was a way to incorporate the Word form into an OL
> form without minimal-to-no "programming".


There isn't. Anything you might want to do along those lines is going to

require coding.

Sue Mosher

"Pyramid 36" <pyramid36@yahoo.com.(donotspam)> wrote in message

news:149FF7DD-C59E-4F36-8167-E2884CFEFB6D@microsoft.com...
> We have a Word template with form fields that we use to collect
> information
> gathered during an interview with the contact. Currently, we create a new
> Contact record, open a new document from the template, fill in basic
> contact
> data in the Contact form, record information from the interview in the
> Word
> form, save the Word form, and create a link in the Notes section of the
> Contact record.

> We want to eliminate having to create a new document from the template as
> well as the Save & link steps. The elegant solution it seems would be do
> design an Outlook form. Because of the time & cost involved in developing
> a
> custom OL form and our lack of inhouse OL Form development expertise, I
> thought someone might have suggestions on how to more closely "bind" the
> Word
> form without actually developing a new form.
 
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