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Installing Forms into Microsoft Exchange/Outlook

Several electronic forms are supplied with OfficeTalk which provide a mechanism for OfficeTalk users to invite Microsoft Exchange/Outlook users to meetings and to assign them tasks. The following forms are supplied:

Meeting invitation form

Task assignment form

Project task assignment form

The forms are intended to be installed into Microsoft Exchange or Microsoft Outlook. In the absence of such forms, the Microsoft Exchange/Outlook user will receive a text based message inviting them to a meeting or assigning them a task. Responses to these invitations or task assignments are achieved by replying to the message. If these forms are installed, then responding to the invitations or task assignments may be done simply by pressing a button. This leads to tighter integration between OfficeTalk and Microsoft Exchange/Outlook.

To install any of the supplied forms into Microsoft Exchange/Outlook, do the following:

Firstly, ensure that the Microsoft Exchange Server service is installed.

Select Options from the Tools menu. The Options property sheet is displayed. Select the Exchange Server page.

Press the Manage Forms button. The Forms Manager dialog box is displayed.

Press the Install… button. A file chooser dialog box is displayed. Locate and select one of the following files from the Forms sub directory in the shared database directory:

Form Description
OTProj.cfg The project task assignment form
OTTask.cfg The task assignment form
OTMeeting.cfg The meeting invitation form
When you press OK on the file chooser dialog box, the Form Properties dialog box is displayed. You may change the display name of the form and add any relevant comments. Pressing OK on the Form Properties dialog box will install the form.


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