Is it possible to embed an excel form in an Outlook message - it must be editable by the recipient

Posted on 2009-07-13
Last Modified: 2012-05-07
Is it possible to embed an excel form in an Outlook message (Outlook 2003 & 2007)
I can of course embed an excel selection inside the email and you can edit this in the open mail, but this is not editable by the recipient.

Can this be done and is there a better way to do this if excel is not suitable?
Question by:swan_solutions
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LVL 70

Expert Comment

ID: 24838063
You can of course just append the excel file as an attatchment which may be the best option.
You can also save the excel file as a web page, making sure that you select the "include interativity" option, that will save the file and allow some basic excel functionality.
LVL 10

Expert Comment

ID: 24838137
It depends who will be your recipient - she/he must be also an Outlook user. Then
  • Create e-mail with Excel sheet embeded
  • Publish this e-mail as form, up to you where: organizational forms library accessible for all or in your personal forms library
  • Use this form (New/Choose form) to send an e-mail
Yor recipient will be able edit Excel, but only if she/he will forward this message (not reply to it)

Author Comment

ID: 24838148
How do I select "include interativity" - cannot find this option in Outlook 2007
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LVL 70

Accepted Solution

KCTS earned 250 total points
ID: 24838203
Is in Excel - not in Outlook.
In Excel 2003 then you save a file to a web page there is a tick box to "save with interactivity"

Author Comment

ID: 24838291
Sorry yes excel - there's no option when I save to select save with interactivity (in excel 2007)
See attached
LVL 10

Assisted Solution

jfromanski earned 250 total points
ID: 24838483
+ recipient can edit Excel selectintg Other Actions/Edit Message in Outlook...

Author Comment

ID: 25004216
Thanks folks

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