Insert a Submit Form Button in Word - Submit Form to Email - Fillable Forms In Word Series

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  • Опубліковано 17 лип 2024
  • HOW TO INSERT A SUBMIT FORM BUTTON IN WORD THAT SENDS COMPLETED FORMS AS AN EMAIL ATTACHMENT // So you have created a fillable form and now you want to make it easy for your users to send their completed forms back to you. You can accomplish this by including a “Submit” button which is essentially a command button you can insert at the bottom of your form so when the user clicks it, it will automatically open their MS Outlook email client and have an e-mail with your return email address, subject and body text with the completed form attached, so that all they have to do is click “Send.”
    Here is the VBA code used in this video to create the macro for the Submit command button (be sure to replace the Subject, Body Text and Email address with your own information):
    Private Sub CommandButton1_Click()
    Dim xOutlookObj As Object
    Dim xEmail As Object
    Dim xDoc As Document
    Application.ScreenUpdating = False
    Set xOutlookObj = CreateObject("Outlook.Application")
    Set xEmail = xOutlookObj.CreateItem(olMailItem)
    Set xDoc = ActiveDocument
    xDoc.Save
    With xEmail
    .Subject = "Include your own Subject"
    .Body = "Include your own verbiage for email body text."
    .To = "youremailaddress@youremail.com"
    .Importance = olImportanceNormal
    .Attachments.Add xDoc.FullName
    .Display
    End With
    Set xDoc = Nothing
    Set xEmail = Nothing
    Set xOutlookObj = Nothing
    Application.ScreenUpdating = True
    End Sub
    __________
    **BE SURE TO WATCH FILLABLE FORMS VIDEO PART 1: • How To Create A Fillab...
    **BE SURE TO WATCH FILLABLE FORMS VIDEO PART 2: • Make Fillable Forms in...
    TIP: To ensure the Developer tab is visible in MS Word so you can insert form fields, follow these steps:
    1) Right Click on the Ribbon area and select "Customize Ribbon"
    2) The Customize Ribbon and Keyboard Shortcuts window opens
    3) On the right hand side under "Customize the Ribbon - Main Tab" ensure the "Developer" checkbox is selected, then click OK.
    __________
    FREE DOWNLOADS:
    ✦ Visit mailchi.mp/6a0859ea0844/sharo... to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals.
    __________
    CONNECT WITH ME:
    Visit my website: www.sharonsmithhr.com for more information, tools and resources.
    LinkedIn: / sharonsmithhr
    Twitter: / sharonsmithhr
    __________
    NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: www.paypal.com/cgi-bin/webscr.... Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel!
    __________
    RESOURCES:
    ✦ JotForm: www.jotform.com/pricing/?utm_...
    I use clip art and templates from PresenterMedia and I highly recommend them. They have an amazing selection and excellent terms. Here is an affiliate link: shareasale.com/r.cfm?b=417324...
    Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel!
    __________
    KEYWORDS: #MSWord, microsoft word tutorial, create fillable forms, fill-in forms, macros, Add a Submit Button to a Form, Create a Submit Form Button in Word, How to Submit Word Form to Email, Add a Command Button in Word, Apply a button to send email with current word form attached, enable developer tab, word productivity tools, Sharon Smith HR, @SharonSmithHR
    __________
    PLAYLISTS:
    ➤Creating Fillable Forms: • How To Create A Fillab...
    ➤ Excel Tutorials for HR: • Microsoft Excel Tutorials
    ➤ Excel Quickies (Around 2 Minutes): • Excel Tips & Tricks
    ➤ Word Tutorials for HR: • Microsoft Word Tutorials
    ➤ Welcome | About Me: • Playlist

КОМЕНТАРІ • 304

  • @tiffanyswensen9490
    @tiffanyswensen9490 3 роки тому +11

    Probably some of the most helpful videos on UA-cam about ms office. Simple, well done, straight to the point, all around awesome.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thank you so much! Thanks for watching and taking time to leave such a nice comment. I really appreciate it!

  • @shannilove2801
    @shannilove2801 2 роки тому +2

    You don't know how much I appreciate your content. I'm passing my IT projects so well. Thank you!

    • @SharonSmith
      @SharonSmith  2 роки тому +1

      I'm so glad to hear that!! Very happy that my videos have helped you. Thanks for watching!

  • @chordonhaye5631
    @chordonhaye5631 3 роки тому +3

    Thank You so much for entering the command in the description. It saved me so much time.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Glad to help! Thanks for watching my videos!

  • @huazos
    @huazos 2 роки тому +2

    I wish I saw your videos before I spend so much time trying to figure out how to do forms on my own. These tutorials are much better then some classes I have taken. Thank you

    • @SharonSmith
      @SharonSmith  2 роки тому

      That is so great to hear, Luis! I'm very glad you found my videos helpful. Thanks so much for watching!

  • @DommieDarling1
    @DommieDarling1 4 роки тому +1

    Thank you so much for this video Sharon! This is definitely a tool I will be using often.

    • @SharonSmith
      @SharonSmith  4 роки тому

      I'm glad you found it useful! Thanks so much for taking time to leave a comment!

  • @sidbose023
    @sidbose023 2 роки тому +1

    Truly helpful! Such a lucid explanation and illustration. Thanks a million!

    • @SharonSmith
      @SharonSmith  2 роки тому +1

      Thank you! I'm glad you found it helpful. Thanks for watching!

  • @zedearl5181
    @zedearl5181 3 роки тому +1

    Excellent tutorial Sharon, just what I needed to submit online forms to my email address. Thank you 😊

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Zed! You are very welcome, and Thank You so much for watching!

  • @ofergoren2301
    @ofergoren2301 2 роки тому +1

    A REAL TREASURE !!!!!
    Thank you Sharon!

    • @SharonSmith
      @SharonSmith  2 роки тому

      Glad you found it helpful! Thanks so much for watching and subscribing to my channel!

  • @krisdewberry2377
    @krisdewberry2377 3 роки тому

    Excellent Directions!! Thanks So much!!!!!!!

  • @ShandyWarraich
    @ShandyWarraich 2 роки тому +1

    Thank you Sharon, it worked first time.

    • @SharonSmith
      @SharonSmith  2 роки тому

      Great to hear! Thanks for watching!

  • @TinoSequeira
    @TinoSequeira 3 роки тому +1

    Excellent video. Thank you Sharon. You are the best!!

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thanks so much! Glad you found it helpful. Thanks for watching my videos!

  • @sp4386
    @sp4386 3 роки тому +2

    Hi! I looove you! I am brand new to macros. I was a straight pdf person until you opened my eyes and I realized there's more to word when creating forms. You are very clear and helpful with posting the codes. Please! Create a video that shows how to hide a command button when I print the word document but is always visible when filling the form. I will wait for this information as long as it takes. My office and I needs this! Lol thank you for your hard work!

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thank you so much!! I'm glad to hear you like my videos! This can be done in Word, but requires some additional VBA code. If you create your form in Excel, there is an easier option to edit the properties of the command button so that it won't print. I'll be working on these videos. Thanks for watching! Take care!

  • @christopherkennedy8116
    @christopherkennedy8116 3 роки тому +1

    Love your videos - thank you so much.

    • @SharonSmith
      @SharonSmith  3 роки тому

      You are very welcome, Christopher! Thanks for watching!

  • @sorianofam8592
    @sorianofam8592 4 місяці тому +1

    You're making me look good at work! Thank you for all your help. Love your videos!

    • @SharonSmith
      @SharonSmith  4 місяці тому

      So glad to hear that! I'm happy you are finding my videos helpful. Thanks for watching!

  • @irynaliakhina3038
    @irynaliakhina3038 Рік тому +4

    Sharon, your tutorials are the best. They are very helpful. By any chance - do you have any tutorial that shows how to change the document name with the content of filled in content control field? I want to receive forms from people with the name of each person in the file name. Thank you in advance!

  • @DenisAhmet
    @DenisAhmet 3 роки тому +1

    Great tutorial Sarah, thanks to you I've created my first fillable form that can now be submitted

    • @SharonSmith
      @SharonSmith  3 роки тому

      Great news! Glad to hear my videos have helped you out, Denis. Thanks for watching!

    • @enriquecano8805
      @enriquecano8805 Рік тому

      Sharon I love the way explain things. Unfortunately I have figured how to see the links to to videos to copy certain things which would make things a lot easier. Please keep posting great job.

  • @jmenapace6568
    @jmenapace6568 2 роки тому +3

    These videos are amazing, thank you ! Quick question ....can you add more than one email address when programming the submit button?

  • @zawmyotun9451
    @zawmyotun9451 3 роки тому +1

    Wow, it's amazing. I would like to say thanks a million.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thanks so much for watching my videos and for the kind feedback! Take care!

  • @dawncordova5597
    @dawncordova5597 2 роки тому +1

    My hero. So helpful and pleasant. Thank you!

    • @SharonSmith
      @SharonSmith  2 роки тому

      Thank you for the kind words, Dawn! So glad you like my videos. Thanks for watching!

  • @NikkiVelazquez
    @NikkiVelazquez 2 роки тому +1

    This is a game changer! Thank you!

    • @SharonSmith
      @SharonSmith  2 роки тому

      So glad you found it helpful. Thanks for watching!

  • @runninglady
    @runninglady 2 роки тому +1

    Thank you so much for this video!

    • @SharonSmith
      @SharonSmith  2 роки тому +1

      You are very welcome! Thanks for watching!

  • @paulcarter5984
    @paulcarter5984 3 роки тому +1

    Thanks this was really useful, I'll be watching more

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Paul, that is great! Thanks so much for watching my videos. I have a Playlist (ua-cam.com/video/YktZ3B-tyqs/v-deo.html) on how to create fillable forms that you may find helpful as well as other helpful videos on my channel if you have a chance to review and watch. Take care!

  • @mikeb6824
    @mikeb6824 3 роки тому +1

    Brilliant! Thank you!

    • @SharonSmith
      @SharonSmith  3 роки тому

      You are very welcome, Mike! Thanks for watching!

  • @Stoy-boy
    @Stoy-boy Рік тому

    Fantastic! That's just what I needed. Thank you so much. 🥰

    • @SharonSmith
      @SharonSmith  Рік тому +1

      Glad to help! Thanks for watching!

  • @kashifsaeed7670
    @kashifsaeed7670 3 роки тому +1

    Very informative video for me, Thanks Sharon

    • @SharonSmith
      @SharonSmith  3 роки тому +1

      You are very welcome, Kashif! Thanks so much for watching my videos!

  • @natebarker4237
    @natebarker4237 2 роки тому +1

    This worked great! Thank You!

    • @SharonSmith
      @SharonSmith  2 роки тому

      Glad you found it helpful, Nate! Thanks for watching!

  • @monicamedele142
    @monicamedele142 3 роки тому +1

    thank you so much, this was really useful

    • @SharonSmith
      @SharonSmith  3 роки тому +1

      You are welcome! Very glad you found it helpful. Thanks so much for watching!

  • @Allx7
    @Allx7 3 роки тому +6

    Excellent video! How do we go about inserting the form into the body of the email as opposed to it being an attachment?

  • @AdamMc90
    @AdamMc90 2 роки тому +1

    Very helpful - thank you!

    • @SharonSmith
      @SharonSmith  2 роки тому

      Glad to help! Thanks for watching!

  • @eatonpalmer1835
    @eatonpalmer1835 3 роки тому +1

    The presentation is very informative and the ideas are easy to follow

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thanks for watching, Eaton! So glad you found my videos helpful!

  • @kingwellchirwa2149
    @kingwellchirwa2149 2 роки тому +1

    Thank you very much. Your tutorial was very helpful to me

    • @SharonSmith
      @SharonSmith  2 роки тому

      Glad you found it helpful! Thanks for watching!

  • @gajendrasingh9486
    @gajendrasingh9486 3 роки тому +1

    First time I seen vba in word file...thank you

  • @kamini4593
    @kamini4593 2 роки тому

    Excellent Tutorial..Thanks Mam 😊I have created one and got an accolade from my management

  • @sarahlab1556
    @sarahlab1556 Рік тому +1

    The best video, thank you so much.

    • @SharonSmith
      @SharonSmith  Рік тому

      Glad you found it helpful, Sarah! Thanks for watching!

  • @somewhereupthere
    @somewhereupthere 3 роки тому +1

    This is very cool, I will try this. thanks

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hope it works for you! Thanks for watching!

  • @leroywilkinson187
    @leroywilkinson187 3 роки тому +4

    Hi Sarah. Thank you for the wonderful videos you put out. Much appreciated.
    I am running windows10 and did all the right things where the email was sent off but I did not receive the test email on my personal computer.
    Could I have missed a step or is there a fix?

  • @raysaacosta3706
    @raysaacosta3706 3 роки тому +1

    You are wonderful!

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thank you so much Raysa! Thanks for watching my videos!

  • @PJLMG
    @PJLMG 3 роки тому +1

    Thank you , This is very useful for me :)

    • @SharonSmith
      @SharonSmith  3 роки тому +1

      You are welcome! Thank you for watching!

  • @janetaylor1691
    @janetaylor1691 2 роки тому

    Hi Sharon, Just found the link to this video and others and immediately subscribed. The way you present the topic is fantastic, short and simple, but with all the information needed for that topic. It has made me think about the many uses that I can put these ideas to within my school. However, I do have a couple of questions based around the document that I want to create; 1) I want to set up a document for 'special leave request', therefore a template would be ideal as it is reusable. However, would I be able to have a SUBMIT button on a template document? 2) after the document is submitted I want to have a part on the template for 'office use only' This is where the recipient (manager) can approve the request / cancel the request / ask for more information. Is this possible all in one template? 3) Finally I would like to be able to 'save' the final document to an employees digital HR file. Is this as simple as clicking on SAVE AS?
    Going to review your videos just in case I have missed something, just play with them and test them out. Thank you.

  • @meadowsplace9417
    @meadowsplace9417 2 роки тому

    Hi, I discovered your tutorials when looking for information on how to create forms in Word, OUTSTANDING!! My question is can the form be submitted in the body of the email as opposed to an attachment? I created an incident form using your form creation video and would like for it to be sent in the body to make it easy for supervisors to view on their phones (mostly) or tablets without dealing with an attachment. Thank you, Jack

  • @TV-jq1eb
    @TV-jq1eb 3 роки тому +1

    Thanks you From Germany

    • @SharonSmith
      @SharonSmith  3 роки тому +1

      You are very welcome! Thank you for watching my videos!

  • @amymagnon6420
    @amymagnon6420 Рік тому +1

    Awesome! thanks!

    • @SharonSmith
      @SharonSmith  Рік тому

      Glad you found the video helpful, Amy! Thank for watching my channel!

  • @dennismwangi3573
    @dennismwangi3573 3 роки тому +1

    Yu said it: helpful tips.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thank you for watching, Dennis! Glad you found it helpful!

  • @jbabie04
    @jbabie04 2 роки тому +1

    Great information.

    • @SharonSmith
      @SharonSmith  2 роки тому

      Glad you found it helpful! Thanks for watching!

  • @scottifgstl
    @scottifgstl 2 роки тому +1

    EXCELLENT!!!!!!!!!

    • @SharonSmith
      @SharonSmith  2 роки тому

      Thanks, Scott! Glad you found it helpful. Thanks for subscribing to my channel and watching my videos!

  • @reeoverton6219
    @reeoverton6219 2 роки тому +2

    tks for this video. It has been great and I have now want to set up a form with the submit button on it. However, as a non profit group we have 300+ members. do all the forms come in thru the email and how do you collage them at all. I wondered if i might need to use mailchimp or something like that as we would like to use it as almost a database of members

  • @cararichardson2244
    @cararichardson2244 3 роки тому +1

    Thank you

    • @SharonSmith
      @SharonSmith  3 роки тому

      You are very welcome, Cara! Thanks for watching my videos!

  • @LeslieKelly-oq9kt
    @LeslieKelly-oq9kt 3 місяці тому +1

    First - thank you for all your videos! By far - the best teaching platform I have come across! I have created my fillable form with a submit button. What I need to do now is to save this form as a template. My crew tends to reuse this form and that leads to fields being completed incorrectly. Templates prevent them from reusing an already completed form. My problem occurs when I save as a template, my submit button no longer works correctly. I have searched high & low - with no luck. Your thoughts are greatly appreciated! Thank you!

    • @SharonSmith
      @SharonSmith  3 місяці тому

      Hello! I'm so glad you like my videos! Unfortunately when you save your form as a template file type (.dotx or .dotm), the behavior of ActiveX controls might change due to security restrictions. There are settings you can modify to test it, but it is not recommended as it makes your settings more vulnerable. A workaround would be to insert a "Clear Form / Reset Form" button somewhere on your form. So instead of saving it as a template file type, you can leave it as a .docm file type. You can insert and place the button (ActiveX Command Button) anywhere on your document and program it similarly to how you did the Submit button, but you would use this code instead:
      Private Sub CommandButton1_Click()
      Dim cc As ContentControl
      Dim ff As field
      ' Unprotect the document to allow form field entry
      If ActiveDocument.ProtectionType wdNoProtection Then
      ActiveDocument.Unprotect
      End If
      ' Clear content control form fields
      For Each cc In ActiveDocument.ContentControls
      Select Case cc.Type
      Case wdContentControlText ' Text content control
      cc.Range.Text = ""
      Case wdContentControlComboBox ' Combo box content control
      cc.Range.Text = ""
      Case wdContentControlDate ' Date picker content control
      cc.Range.Text = "" ' Clear the date value by setting the Range.Text property to an empty string
      Case wdContentControlCheckBox ' Checkbox content control
      cc.Checked = False ' Uncheck the checkbox
      End Select
      Next cc
      ' Reset legacy form fields
      ActiveDocument.ResetFormFields
      ' Protect the document again if needed
      If ActiveDocument.ProtectionType = wdNoProtection Then
      ' Replace "YourPassword" with the actual password if your document is password-protected
      ActiveDocument.Protect Type:=wdAllowOnlyFormFields, NoReset:=True
      End If
      End Sub
      This will work to clear/reset Legacy Form fields (Text boxes, Checkboxes & Drop-downs - it will reset the drop-down to the first item available in your list, so you may want to set that to "Please Select") and it will also reset Content Control form fields for Plain Text, Checkbox, ComboBox, and Date Picker.
      I recommend testing this out and if it works for you, then you can give users instructions on your form to hit the clear button prior to filling in the form.
      I hope this helps! Thanks for watching my videos!

  • @katestan7002
    @katestan7002 4 роки тому

    Awesome!

    • @SharonSmith
      @SharonSmith  4 роки тому +1

      Hi Kate! Thanks so much for watching and taking time to leave a comment! I appreciate it!

  • @landea7880
    @landea7880 2 роки тому +1

    Your tips are absolutely a life saver! Is there a way to send a fillable word template response to specific recipients based on a response given in a form? Ex: if you answered that you work in this dept, or this is supervisor, the email would go to that group instead of 1 email address for all responses. Thanks I’m advance.

  • @purejoy3167
    @purejoy3167 Рік тому

    Your videos have been so helpful Sharon. How do you turn on your ActiveX controls if it’s disabled? Also, for forms already created with Submit button, how do you edit the email destination?

  • @XiphiumGladiolus
    @XiphiumGladiolus 3 роки тому +1

    I can never thank you enough, Sarah. Can I use this also to clear the form fields?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Thank you so much for watching! I may have sent this to you already, but here is a video that shows how you can save your form as a Template which will clear the form fields so users can re-use the form: ua-cam.com/video/gzTu46-Z5h0/v-deo.html Take care!

  • @oumaimachahidi7526
    @oumaimachahidi7526 3 роки тому

    Thank you so much for your informative videos! I'm trying to create a form for my clients to get confidential information.
    How can I send an enabled macro word document to clients without them having to enable all macros from the settings?

  • @roxxy517
    @roxxy517 2 роки тому

    Thank you so much Sharon for sharing your knowledge. God bless you abundantly.
    I got it working with my word doc form was in unprotected mode, but didnt work when I protected the document. Did I miss something? Thankyou for your help🙏😇

  • @sandrabriggs1927
    @sandrabriggs1927 Рік тому

    I have successfully applied all your wonderful and helpful guides to finally have a fillable form submit to email. but wondering how can I attach another document to that same email please. Love your tutorials so very very helpful

  • @wendywebb9125
    @wendywebb9125 3 роки тому +1

    Hi Sharon, love the tutorials! Is there a way of hiding sections throughout a fillable form?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Wendy! There are ways to do this...I'll have to work on a video for this topic. Thanks for watching!!

  • @chriswenom8145
    @chriswenom8145 3 роки тому

    Excellent information! My only wish is that the code could be written to open the users default email account. Any ideas? Thanks for your efforts and Happy New Year!

  • @zeyk2704
    @zeyk2704 3 місяці тому +1

    Hey Sharon, thank you very much for this tutorial, it has been very helpful to me. Is it possible to send just any one page from a document, for example, with three pages, via email by clicking a button?

  • @joancoble8065
    @joancoble8065 3 місяці тому

    What VBA code would I insert to send the completed form to my Gmail and not an Outlook account? Thanks for your help! You video was very useful!

  • @emilyfreeman5503
    @emilyfreeman5503 3 роки тому +3

    I absolutely love your video, and easily added the Submit button at the bottom of my fillable Word Document... If I open the document on my desktop, I can easily open it, fill it in, and send it to myself... But I am having trouble when I share it with other users (who also use Outlook, but through various servers) - it makes them save the form, the form is not fillable on their end, or it goes into "debug" with xdoc.save being the culprit. Any advise?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Emily! This could be due to having a macro-enabled document file type. Sometimes end users may have IT security restrictions accessing macro-enabled documents. Is there any way you can check with your IT department? Hope this helps! Thanks so much for watching my videos.

  • @meriahott4734
    @meriahott4734 Рік тому

    Hi Sharon - great videos! I'm looking same idea with the button but I want when clicked that it prints a form. Cannot seem to find the VBA Code for that options. Thanks!

  • @AliMohamed-jg6bv
    @AliMohamed-jg6bv 2 роки тому

    thank you for such great instructions. if I want to make (to) in VBA dynamic not depending
    on one email. like I want to make dropdown list for emails then I need the VBA to send according to my selection ... is it possible ?

  • @billc9266
    @billc9266 2 роки тому

    Well needless to say this is an EXCELLENT video! But I have a question that goes a little deeper; how do I paste the body of the word document into the email body instead of attaching the document to email? For our group we order chemicals throughout the week and using your technique they currently see an attached document. It would be easier if they could just see it in the body of the email. Thank you for the excellent training!

  • @jeffh7951
    @jeffh7951 2 роки тому

    Thanks Sharon. I was able to set up a mandatory field as you demonstrated, however my field is towards the end of my form. I found that the macro won’t trigger unless the user tabs through that field, so if they use a mouse to click a field past it. Any fix to that, perhaps a warning when they try to save?

  • @tomdodd3377
    @tomdodd3377 2 роки тому +7

    Great video, thanks Sharon. I've just now completed a form for a local consultation, and included a 'submit' button for the forms to get back to our email address. I have a query for you - if people do not have Outlook, is there something in the code that I can change so that their usual email client is used (such as MS Mail or Gmail)?

    • @sulaimanrameez9912
      @sulaimanrameez9912 2 роки тому +2

      Same question 🙈

    • @annaj1320
      @annaj1320 Рік тому

      Has someone figured it out? :D

    • @tomdodd3186
      @tomdodd3186 Рік тому

      @@annaj1320 I didn’t get a response here, and unfortunately couldn’t find a solution. Good luck!

  • @kiyaraforde2158
    @kiyaraforde2158 10 місяців тому +1

    i'd probably have failed i.t if not for this video, thanks so much!

    • @SharonSmith
      @SharonSmith  10 місяців тому

      Glad to help! Thanks for watching!

  • @mezgholami
    @mezgholami Рік тому

    GREAT VIDEO THANK YOU 😊
    Is there a code to add to this, where the Subject Header for the email is dependent on what is selscted on the drop down box?

  • @kevinwilson235
    @kevinwilson235 3 роки тому

    Hi Sharon, great tutorials! I would like to make a button that is "Print" to a local/ network printer. How?

  • @jabarwocky
    @jabarwocky 2 місяці тому +1

    Great video, easy to understand and follow like all your videos. The VBA works well with one email, but what do i do if i was sending to multiple email addresses or CC's.

    • @SharonSmith
      @SharonSmith  2 місяці тому

      Thank you! To modify the VBA code so that it can send emails to multiple recipients and include CC and BCC addresses, you need to adjust the properties of the xEmail object within the With block. Specifically, you can add email addresses to the .To, .CC, and .BCC properties.
      Here’s how you can update the code to include multiple email addresses and CC recipients:
      Private Sub CommandButton1_Click()
      Dim xOutlookObj As Object
      Dim xEmail As Object
      Dim xDoc As Document
      Application.ScreenUpdating = False
      Set xOutlookObj = CreateObject("Outlook.Application")
      Set xEmail = xOutlookObj.CreateItem(olMailItem)
      Set xDoc = ActiveDocument
      xDoc.Save
      With xEmail
      .Subject = "Include your own Subject"
      .Body = "Include your own verbiage for email body text."
      .To = "recipient1@example.com; recipient2@example.com; recipient3@example.com"
      .CC = "ccrecipient1@example.com; ccrecipient2@example.com"
      .BCC = "bccrecipient1@example.com"
      .Importance = olImportanceNormal
      .Attachments.Add xDoc.FullName
      .Display ' Use .Send to directly send the email without displaying it
      End With
      Set xDoc = Nothing
      Set xEmail = Nothing
      Set xOutlookObj = Nothing
      Application.ScreenUpdating = True
      End Sub
      Explanation:
      Multiple Recipients in .To, .CC, and .BCC:
      The .To, .CC, and .BCC properties accept a string of email addresses separated by semicolons (;).
      Example for .To: "recipient1@example.com; recipient2@example.com; recipient3@example.com"
      Similarly for .CC and .BCC.
      Application.ScreenUpdating:
      This is used to prevent the screen from updating while the macro runs, which can make the process faster and prevent flickering.
      Set xOutlookObj = CreateObject("Outlook.Application"):
      This creates an instance of the Outlook application.
      Set xEmail = xOutlookObj.CreateItem(olMailItem):
      This creates a new email item.
      Set xDoc = ActiveDocument:
      This gets the currently active Word document.
      xDoc.Save:
      This saves the active document before attaching it to the email.
      Email Properties:
      .Subject sets the subject of the email.
      .Body sets the body text of the email.
      .Attachments.Add xDoc.FullName attaches the current document to the email.
      Display or Send Email:
      .Display shows the email to the user before sending it. If you want to send the email without displaying it, use .Send instead of .Display.
      Cleaning Up:
      Setting objects to Nothing releases the memory allocated for them.
      By following these steps, you can send an email to multiple recipients and include CC and BCC addresses as needed.
      Please test this to ensure it works properly for your needs. Take care!

  • @micheleg8993
    @micheleg8993 2 роки тому +1

    Hello Sharon! Is there a way to do multiple command buttons - one to send to people who need to e-sign the form and one for them to forward to recipients once all have e-signed?

  • @kerry4self
    @kerry4self 3 роки тому +1

    Hi Sharon, thanks for all the great videos. How can I get a button to reset all form fields to blank in MS Word?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Kerry! You can do that through more advanced VBA code, but an easier way is to save your document as a "Template" file type. I did a video on how to make your fillable form re-usable: ua-cam.com/video/gzTu46-Z5h0/v-deo.html Hope you find this helpful! Thanks so much for watching!

  • @mattricci9199
    @mattricci9199 3 роки тому

    Hello. Very simple and easy to follow. Anyway you can get the form to be emailed as a PDF?

  • @user-tw8vn7ge5n
    @user-tw8vn7ge5n Місяць тому

    Hi Sharon
    Your videos are very helpful.
    when you save the fillable form with the submit button do you safe the file as a doc file?
    also how to you in corporate after submit to clear all the fields on the original folder that will be on website.
    kind regards
    Michael

  • @alfonzoowens5893
    @alfonzoowens5893 2 роки тому

    Hello, Thank you so much for the informative tutorial. I have the same question as Dodd. My church uses gmail. Do I place “gmail”wherever “outlook” appears on the vba script?

  • @charlesnorris8147
    @charlesnorris8147 4 роки тому +1

    Mrs. Smith, Thanks for sharing your knowledge. I have a few questions; hopefully, you can answer them or point me in the right direction.
    1. How can we have the client rename the form with their name, so I know who submitted the form, without opening the attachment?
    2. Does the form you used in the example, update on one master copy of the form?
    3. If the form’s master copy does not automatically update, how can we create a workflow to automatically update or merge all the responses?
    Thanks for the assist.

    • @SharonSmith
      @SharonSmith  4 роки тому +1

      Hi Charles!
      1. I'm not sure how you would do that automatically, so would have to defer to giving the users instructions and hope they would follow them so that either they could rename the document or add their name to the Subject of the email before they send it.
      2. & 3. That was just a static sample form. There are ways you can program a Macro in Excel to go and pull data out of multiple Word form documents and place them all in one spreadsheet. However, I would recommend considering Google Forms or SurveyMonkey as alternatives if you have a complex need or need to gather feedback from a lot of respondents as those platforms do the data "heavy lifting" without you having to worry about writing Macros in Visual Basic.
      You can try saving your completed Word form document as a text file (.txt) and then open Excel, go to Data > Get & Transform Data > From Text/CSV. If you used a delimiter in your form like a colon between the question and the form field, this will automatically pull your form data into Excel and open the Power Query tool if you need to transform the data.
      I hope some of this helps you out! Thanks so much for watching and taking time to leave a comment. Take care!

  • @TheDawn1726
    @TheDawn1726 2 роки тому +1

    Hi Sharon, thanks a lot for sharing this tutorial. It's really very informative and helpful.
    However, I have some problem. When I tried filling up the form and pressed submit, the pop-up menu did not appear at all. If you could help me resolve this, I'd be happy and grateful.

  • @user-lb4ue3gk8u
    @user-lb4ue3gk8u 4 місяці тому +1

    Hi Sharon, I love the videos, has helped me many times. Looking at the Submit video, is there a way to interject a date in the Subject, as the document I'm sending is date specific.

    • @SharonSmith
      @SharonSmith  4 місяці тому

      Hello - Yes, you can inject the "current date" into the subject of the email by modifying the .Subject property of the xEmail object. You can use the Format function to format the current date according to your desired format. Here's how you can modify your code to include the current date in the subject:
      Private Sub CommandButton1_Click()
      Dim xOutlookObj As Object
      Dim xEmail As Object
      Dim xDoc As Document
      Dim currentDate As String
      Application.ScreenUpdating = False
      Set xOutlookObj = CreateObject("Outlook.Application")
      Set xEmail = xOutlookObj.CreateItem(olMailItem)
      Set xDoc = ActiveDocument
      xDoc.Save
      ' Get the current date and format it
      currentDate = Format(Date, "dd/MM/yyyy") ' Change the format as per your preference
      With xEmail
      .Subject = "Report - " & currentDate ' Modify subject to include the current date
      .Body = "Include your own verbiage for email body text."
      .To = "youremailaddress@youremail.com"
      .Importance = olImportanceNormal
      .Attachments.Add xDoc.FullName
      .Display
      End With
      Set xDoc = Nothing
      Set xEmail = Nothing
      Set xOutlookObj = Nothing
      Application.ScreenUpdating = True
      End Sub
      This should append the current date to the subject of the email in the format specified. Adjust the date format in the Format function according to your preference. Please be sure to test this to ensure it works for you. Hope this helps! Thanks for watching!

  • @makaii11
    @makaii11 6 місяців тому

    Thanks for the video. Is there a workaround for Word web app? Online sharepoint / Word does not support ActiveX controls....

  • @darrenlegallais1974
    @darrenlegallais1974 2 роки тому

    Hi Sharon, what happens if the person submitting the form is t an Outlook user? Is there any code that will just open their default email program? This really was a helpful video… many thanks 🙏🏼

  • @alejandraz77
    @alejandraz77 2 роки тому

    Hi Sharon - thank you for all your videos. QQ: My submit button is not opening up outlook. I've copied and pasted the code and updated the email and subject line. Not sure what to do next.

  • @ahmedabdelsalam3054
    @ahmedabdelsalam3054 3 роки тому +3

    how can i make e mail subject equals to a certain text field in the document so i can recognize easily when sent

  • @cynthiaszczepaniak7050
    @cynthiaszczepaniak7050 3 роки тому +1

    Thank you Sharon, helped me a lot! Can the submit button be modified to work with firms using Google Email?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Cynthia! Glad you found this video helpful. The VBA code we used in this video will only work with MS Office, so if you use Outlook as your email client, it will work. Hope this helps. Thanks so much for watching!

    • @onyebuchiadiuku8953
      @onyebuchiadiuku8953 3 роки тому +1

      @@SharonSmith please how can I get the VB code you used please

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hello. Below the video on UA-cam, click SHOW MORE to expand the description below the video. The VBA code is there in the description. Thanks for watching!

  • @hrk.videos
    @hrk.videos Рік тому +1

    Plz, make a video on " creating a dropdown list of images" in word form filling. Thanks for your wonderful work.

    • @SharonSmith
      @SharonSmith  Рік тому

      Hello - here is a video that shows how you can link images to appear based on a drop-down selection. The drop-down has a list item, but based on a user's selection, a different image can appear. Hope this helps! Thanks for watching my channel! ua-cam.com/video/UEHeTuv5tG0/v-deo.html

  • @cooldown8175
    @cooldown8175 3 роки тому +1

    Real Cool thank you. Is there a way to have the doc sent from each individual have something in the name so you can quickly delineate between who's belongs to who? basically if you have 15 of these coming your way and I'm guessing they will all have same document name, is just easier to download and save it adding that individuals name - or you have a trick for that being done prior?

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hello! If I come across a shortcut for this, I will let you know. Otherwise you may optionally give users instructions to add their name to the subject of the email that will help you identify these quicker and hopefully your users follow instructions. Thanks so much for watching my videos. Hope this helps!

  • @patrickst3061
    @patrickst3061 7 місяців тому

    thank you, that was very helpful. Question...I've save my form as a template, put the "restrict edit", but when I hit the "submit" button, the file it generates in the email is named the first line of the document..which code line do I have to modify ?

  • @shristymarkan2772
    @shristymarkan2772 3 роки тому

    💕

  • @dr.harithal-mathkhury3727
    @dr.harithal-mathkhury3727 3 роки тому +1

    Thanks a lot for your highly informative videos, they are really helpful. Concerning the submit button, I've completed everything as you've instructed; however, the email did not reach its destination (to me). Please help me with this issue. Many thanks with due regards.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hello! Just to confirm, are you using MS Outlook as your email client? This code is specifically for use with MS Outlook. I hope this helps! Thanks for watching my videos!

  • @frankrowley4700
    @frankrowley4700 2 роки тому

    Nice clear instructions Sharon. Unfortunately the submit button doesn't work. Its got something to do with my Outlook email not being set up. So will this not work with gmail? Help please!

  • @EmpireOfRome2010
    @EmpireOfRome2010 3 роки тому +1

    This is exactly the function I'm looking for. Will the Submit Form Button work if you save this file as a pdf? Thanks.

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hello! Glad you found this helpful. I don't believe it will work if the document is saved as a PDF file type. Thanks for watching!

  • @tlawrenceware3509
    @tlawrenceware3509 7 місяців тому

    Hi Sharon, will you consider showing how to perform this action using the Mac version of Word? (I ask because I wasn't able find the command button; however, in the Visual Basic editor, there is language in one of the dialogue boxes for manipulation of a command button in Object Browser)

  • @vanshikaagarwal2295
    @vanshikaagarwal2295 2 роки тому

    Really Really Informative!
    But I wanted to use the gmail instead of outlook how can I use Gmail will you please provide the coding for it tooo.

  • @kimcooper5371
    @kimcooper5371 3 роки тому

    Hi Sharon! I'd love to see how to take the command button one step further in word. I'd like the button to first do a Save As to a pdf of my document so I can choose where to save it, and THEN add the PDF version as the attachment to my email. Thoughts?

  • @kyei-mensahemmanuel8020
    @kyei-mensahemmanuel8020 2 роки тому

    Thank you for the tutorials 👍🏿👍🏿 I have tried the procedure but it turns to document when send to the user ...
    Kindly help out

  • @vendercentraldirectorylist5704
    @vendercentraldirectorylist5704 3 роки тому +1

    Hi, I do have a question. I have created a Microsoft Word fillable form with dropdown fields, text field, etc but I would like to convert this form to Google Docs. After conversion I want to upload the form to my website without breaking the Integrity of the form. So whenever a customer fills out the form and send it, it generates a PDF version of the form where it would be sent to my email. Is there a way to do this ?

  • @shivania8848
    @shivania8848 3 роки тому +1

    Amazing!! How to use it for Gmail? Or is there a way to save the data automatically into Excel document? Please help

    • @SharonSmith
      @SharonSmith  3 роки тому

      Hi Shivani! The VBA code in this video only works for MS Outlook as an email client. There are ways you can transfer data from a Word form to Excel. I am working on a video on this topic. Thanks so much for watching!

  • @LaurenSmilesDesign
    @LaurenSmilesDesign 4 місяці тому +1

    Your video was very helpful but I'm curious, do you know if it's possible to submit the form as an excel doc instead of a word doc?

    • @SharonSmith
      @SharonSmith  4 місяці тому

      Hello. Did you have an Excel document that needs a Submit button? If so, here is a video on how to do that: ua-cam.com/video/mLugjdubsYM/v-deo.html Hope this helps! Thanks for watching!

  • @mikeferretti7422
    @mikeferretti7422 Рік тому

    Do you know is it possible to have there be an option to what person or dept the form goes to when clicking submit either by a drop down or based on their selections?

  • @DC-vj9op
    @DC-vj9op 3 роки тому +2

    Fantastic! 👍😊. A quick question. If I wanted the default email client to be Gmail, is it possible to just change the coding to "Dim xGmailObj As Object" and "Gmail.application"?

    • @michaelj.c.peters557
      @michaelj.c.peters557 7 місяців тому

      I just had the same issue, as I am using gmail myself. But I suspect it will be necessary to write a more complex VB routine for your user to select whatever Email client they are using to send the file. This unfortunately is outside the scope of this introductory type of lesson, perhaps Sharon may do a follow up video someday, but I can only imagine trying to satisfy every different type of user Yahoo, hotmail, microsoft, and also the zillion emails from private domains. Yikes

  • @fphrigian8183
    @fphrigian8183 3 роки тому +2

    Excellent tutorials!
    However, I have a question: how to program the button to send via Gmail (or any other email service like Yahoomail etc)?

    • @rociolopez-rocha7943
      @rociolopez-rocha7943 2 роки тому

      Was there an answer to your question? I am trying to figure this out too.

    • @fphrigian8183
      @fphrigian8183 2 роки тому

      @@rociolopez-rocha7943 Not yet, still trying to figure this out, too!

    • @blueeyesgirl2633
      @blueeyesgirl2633 2 роки тому

      Has anyone had any luck with this yet?

  • @denisemilkovich3394
    @denisemilkovich3394 3 роки тому +7

    Hi Sharon, I have completed the steps in the video and copy and pasted code above and I'm still getting a glitch. When person completing form receives it, they have to do the following: 1. Enable Content 2. View - Edit document 3. complete the form 4. submit button 5. save as dialog box appears 6. they have to save and then a dialog box appears with the following message: Microsoft Visual Basic Run-time error '5155': We can't save this file because it's read-only. To keep your changes, you'll need to save the document with a new name etc... with end debug and help buttons, if they choose end then click on submit button again they then get an email dialogue box to return the completed form. I have done this more than a dozen times and nothing I change is fixing the problem.....I love your videos but need HELP with this. Thanks D-

    • @denissemeraz3780
      @denissemeraz3780 3 роки тому +1

      omg me too! Did you find out how to fix that?