Save and distribute a form
There are three ways to save a form that you have created.
- Save the form in a forms library. Use this option when you want to save a form to a location (library) for easy access. There are three forms libraries.
- Personal Forms Library Forms saved in this library are accessible only to you and are stored in your mailbox. These forms are available on the item menu from the Choose Form command. Use this library when you have created a form for your own personal use, such as a form to track mileage.
- Outlook Folders Forms saved in this library can be accessible to everyone (in a public folder) or only to you (in a private folder). If the form is saved in a library on your hard disk, it is accessible to you only while you are working in the folder. These forms are available on the item menu while you are in the folder. Use this library when saving forms to a specific folder, generally a public folder. For example, in a customer-tracking public folder, you could have a meeting report form and a customer profile form.
- Organizational Forms Library Forms saved in this library are accessible to everyone in your organization and are stored on the server. You must have write permission to save to the server. For more information, see your administrator. These forms are available on the item menu from the Choose Form command. Use this library when you want to make the form available to everyone in your organization, such as a form to report vacation time. Saving to this library provides a quick and easy way to distribute and update forms.
- Save the form in the open folder. Use this option when you want to send a form to others by using e-mail or when you do not plan to share the form.
- Save the form as a file. Use this option when you want to work with the form in another program or you want to save the form as a template. You do not plan to share the form with others, or you want to send the form to others by using e-mail.
What do you want to do?
Save a form in the open folder