Microsoft® InfoPath 2007 ™ QUICK REFERENCE GUIDE Getting to Know InfoPath 2007 InfoPath is used to gather a variety of information such as travel expenses and project reports from end users. The forms are accessed from a shared location or through email. End users can open forms, fill them out, and submit them. The entered data is automatically written to a database and can be re-purposed for other uses throughout an organization. New features in Standard Toolbar Formatting Toolbar. See Editing and Formatting Text, page 3. Design Environment InfoPath 2007 include the option for users to fill out forms using their email without needing to install InfoPath on their computer. In addition, InfoPath form designers are now able to apply new security features to form templates. Type a question for help on a topic. Design Tasks task pane. see The Design Task Task Pane, page 2. Date Picker. See Adding, Removing, and Moving Controls, page 2. Repeating Section. See Working with Repeating Sections, page 6. Publishing forms. See Publishing a Form Template, page 5. Get help with the Design Tasks task pane. Customizing Toolbars and the Work Area To show or hide a toolbar: choose ViewToolbars, or right click on any toolbar and choose a toolbar (e.g. Task Pane) from the submenu. To add an icon to a toolbar: choose ToolsCustomize. In the Customize dialog box, click the Commands tab. From the Categories list, choose a category (e.g. Format), and then click and drag an icon from the Commands list to the toolbar. To remove an icon, click and drag it from the toolbar. Click Close. To create a custom toolbar: choose ToolsCustomize. Under the Toolbars tab, click , name the toolbar, and click OK. The toolbar will appear in the form of a small box, which can be moved to the toolbar section (see To move a toolbar, below). In the Customize dialog box, click the Commands tab and drag icons to the new toolbar. Click Close. To move a toolbar: click the toolbar handle and drag the toolbar anywhere in the toolbar area. To move a floating toolbar, click and drag its title bar. Double-click the title bar to dock the toolbar. To resize a pane: position the mouse pointer on a pane border. When the pointer becomes a double-headed arrow , click and drag the border. Creating and Opening Form Templates To create a new project: click the Design a Form Template button, or press CTRL+SHIFT+D. To base a form on a template: choose FileDesign a Form Template or press CTRL+SHIFT+D. In the Design a Form Template window, do one of the following: In the Open a form template section, click On My Computer. The Open in Design Mode dialog box opens. Select a template and click . Click Customize a Sample. From the Getting Started window, double-click a predesigned form template. Click Forms on Office Online. Your web browser will open to display a list of template categories. You can download a variety of predesigned form templates (e.g. Contracts, Agendas). T ATBALBEL E FO F O N TNETNETNST S O C CO Customizing Forms Designing Form Templates Saving Form Templates Design Tasks Task Pane Working with Controls Customizing Controls Using the Layout Task Pane 22 Validation, Text, & Colors Working with Data Validation Working with Rules Editing Text Formatting Text Adding Colors Adding a Color Scheme 3 3 Graphics, Security, & Testing Inserting & Resizing Graphics Creating Views Setting Form Security Adding Form Protection Testing Form Templates Browser-enabled Forms 4 Publishing & Help Desk Publishing a Form Template Modifying a Published Form Emailing InfoPath Forms Ask the Help Desk Upgrade an InfoPath Form Add Headers and Footers 5 Using & Managing a Form Managing a form Saving and Opening Forms Submitting a Form Emailing a Form Entering Form Data Working with Choice Sections 66 New in InfoPath 2007! The Original Quick Reference Guides ...plus Shortcut and New Feature Flap!