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How can I move a custom form from a Personal Forms Library to the Global Forms Library?

Posted on 2015-01-23
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Last Modified: 2015-01-29
I have three forms created in my Personal Forms Library.  I need to move them to the Global Forms Library so other users have fast access to them.  How can I do that?
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Question by:Dave Kong
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10 Comments
 
LVL 11

Expert Comment

by:Wilder1626
ID: 40567670
You can copy all your .oft forms from : C:\Users\ your user name \AppData\Roaming\Microsoft\Templates

Then, you can past them to the global forms library.
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Author Comment

by:Dave Kong
ID: 40567675
Wilder1626:

Excellent!  Thanks.  Where can I locate the personal forms library?

Dave
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LVL 11

Expert Comment

by:Wilder1626
ID: 40567678
Actually, this is the path of the personal forms library:
C:\Users\ your user name \AppData\Roaming\Microsoft\Templates
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Author Comment

by:Dave Kong
ID: 40567688
Sorry, I meant to ask about the location of the GLOBAL forms library.  My mistake!
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LVL 11

Accepted Solution

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Wilder1626 earned 1500 total points
ID: 40567696
Are you on Exchange server?

You can also take a look at this link:
To distribute Microsoft Outlook forms to other users

Unless you can publish the form to the Organizational Forms library, each person will need to get the .oft file from you and save it to their local hard drive.
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Author Comment

by:Dave Kong
ID: 40568307
Thanks for the link!  We do have an Exchange server, and I should be able to publish to the organizational forms library using this information.  I will try this out and let you know if I have questions.

Dave
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Author Comment

by:Dave Kong
ID: 40571865
Our personal forms are all stored on the Exchange server.  Based on the link you sent, it seems I just need to give myself permission to save to the Organizational Forms Library.  Thanks.   I think I am on my way with this information.

Dave
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Author Closing Comment

by:Dave Kong
ID: 40571868
The link provided did not give me the direct answer, but indicated that resolution is a matter of setting the correct permissions.
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LVL 11

Expert Comment

by:Wilder1626
ID: 40571875
I'm glad i was able to help.
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Author Comment

by:Dave Kong
ID: 40579102
I was having trouble giving me permissions to the Organizational Forms folder.  At someone's suggestion, I saved the form to a public folder (I didn't know you could do that!), and then logged in as the admin and was able to open the form and save it to the organizational forms.  Not the elegant way I would have preferred to have done it, but the job is done and I can move on to other things.

Dave
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