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Example of a Word document to perform surveys and email when finished

Anonymous
2021-03-05T14:43:16+00:00

I need an example of a Word document used for surveys. At a state agency we have a user group that wants to automate surveys of facilities they regulate. A few years ago I used Adobe LiveCycle Designer to make XFA-XDP forms. I don't want to get into that again and want to use Microsoft products.

I want the person doing the survey to use the Word document on a phone or laptop, answering questions and filling out fields, to then click a button when finished to email the document. People can view received documents before processing or an automated process will harvest the documents.

I have good proficiency with VBA, Excel, Word, and Office programming. I just want to see an example where someone has done something similar to this.

Microsoft 365 and Office | Word | For home | Windows

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  1. Paul Edstein 82,861 Reputation points Volunteer Moderator
    2021-03-06T04:03:20+00:00

    1 person found this answer helpful.
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  2. Anonymous
    2021-03-09T05:45:08+00:00

    Hi dmcdivitt,

    To send a Word document as an email by clicking on the button can be achieved by Macro. Here is the reference article: How to apply a button to send email with current Word file attached? (extendoffice.com)

    In addition, we are moving this thread to programming to get further ideas from the experts in that category.

    Best Regards,

    Chitrahaas

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  3. Anonymous
    2021-03-06T15:42:06+00:00

    Thanks @Chitrahaas. I cannot use Office 365 in this instance because internet may not be present. I need a document to fill out with an email button, to use the button later when internet becomes present.

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  4. Anonymous
    2021-03-06T01:01:52+00:00

    Hi dmcdivitt,

    Per your requirement, you can directly use the Microsoft Forms or Surveys in the Office 365, where owner can create a Form/Survey with the requirement questions and share it to the people for responding.

    Once the users respond to the Form/Survey, all the responses submitted will be stored and can export the responses to an Excel files. In addition, if the Form is created in the OneDrive for Business/SharePoint Online (Group Forms), responses all directly linked to an Excel file.

    Moreover, if you can turn on a setting in the Form i.e., “Get email notification of each response”, so that when ever a response is submitted, owner will receive a notification.

    References:

    Create a form with Microsoft Forms - Office Support

    Create a survey | Microsoft Docs

    Best Regards,

    Chitrahaas

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