Support needed for some of the specific procedure in the Outlook

Asked By 60 points N/A Posted on -
qa-featured

Hi,

The thing should be in the way as it is described as follows-

  1. Receiving email from user.
  2. User should fill up in an active form like PDF, word file etc. For saving and processing documents few fields should be filled.
  3. As the person fills the document then it will auto go to another person’s email.

So is it possible to create somehow the rules in outlook that could be able to check if the form is filled in and if possible then send this form towards other email?

Could be that was some software either “add-in” for Outlook to make this done. I do not have any idea of “active form” so for making these which would I have to do?

Containing fundamental info as like name, surname, phone number etc.

Could anyone please help me to solve this?

Thank you

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Answered By 0 points N/A #141459

Support needed for some of the specific procedure in the Outlook

qa-featured

Hi,

This is not possible with standard releases of Outlook. Though it supports receiving such editable forms, there is no option to see whether it is filled with required data.

However, you can use Adobe PDF – premium version which allows you to create forms where you can send out to people in a format where they can edit with data. And, you can receive the form back with the edited data in order to check whether the data is being inserted. 

Using the above concept, you can create a rule or a condition to outlook to forward the attachment / email depending on the e-mail subject.

Hope this would assist you to overcome the situation. But, You may have to be bit creative on this method to organize the email rules and other required settings.

If problem persists, feel free to contact.

Thanks. 

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