Fillable forms in outlook email

Fillable forms in Outlook email!

Yes, Outlook allows you to create and send fillable forms, also known as "fillable PDFs" or "interactive PDFs," within an email. This feature is useful when you need to collect information from others, such as feedback, surveys, or data entry.

Here's how to create and send a fillable form in Outlook:

Method 1: Using a PDF editor

1. Create a PDF form using a PDF editor like Adobe Acrobat or PDF-XChange Editor.
2. Design the form with fields, such as text boxes, checkboxes, and dropdown menus.
3. Save the PDF as a fillable form (e.g., "fillable_form.pdf").
4. Attach the PDF to an Outlook email.
5. In the email, add a brief message explaining the purpose of the form and any instructions for filling it out.
6. Send the email to the intended recipients.

Method 2: Using Outlook's built-in form feature

1. Open Outlook and create a new email.
2. Click on the "Insert" tab in the ribbon.
3. Click on "Form" in the "Text" group.
4. Choose "Fillable Form" from the dropdown menu.
5. Design the form using the built-in form editor, which includes fields like text boxes, checkboxes, and dropdown menus.
6. Save the form as a template (e.g., "my_form.dotx").
7. Attach the form template to an Outlook email.
8. In the email, add a brief message explaining the purpose of the form and any instructions for filling it out.
9. Send the email to the intended recipients.

Tips and limitations

• When sending a fillable form, make sure the recipient has a PDF viewer installed on their device.
• Some PDF viewers may not support fillable forms, so it's a good idea to test the form before sending it.
• Fillable forms can be large files, so be mindful of email attachment size limits.
• If you're sending a fillable form to a large number of recipients, consider using a cloud-based form builder or survey tool, which can handle larger volumes of responses.

By following these steps, you can create and send fillable forms in Outlook email, making it easier to collect information from others and streamline your workflow.