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Basic tasks in InfoPath 2010

Applies to: Microsoft InfoPath 2010

Getting started with Office 2010 Here are some basic tasks that you can do to help you learn how to use Microsoft InfoPath 2010.

What is InfoPath?

Microsoft InfoPath 2010 helps you to design rich form solutions, even if you are a new InfoPath user. Automation and simplified workflow helps you more quickly and easily start to build simple forms. Then, design and layout improvements such as the ribbon and the new Backstage window help make it easier to find the tools to help you create attractive and effective forms, which then helps make it easier for people to fill out the forms. InfoPath 2010 also integrates more deeply with SharePoint, and provides increased feature and control support for browser forms. This helps make it easier to use the Web to gather and keep information.

InfoPath 2010 auto-generates simple forms from SharePoint lists and other data sources, providing predefined page and section layout styles, design tools and Quick Rules logic tools. For advanced forms, easy steps enable you to add fields and custom logic. You can also add features such as dynamic sections and data lookup. Finished forms are published with just one click.

Find and apply a template

InfoPath 2010 allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of designer templates available on

To find and apply a template in InfoPath 2010, do the following:

  1. On the File tab, click New.
  2. Under Available Form Templates, select one of the templates.
  3. Click Design Form.

Create a new form

  1. Click the File tab, and then click New.
  2. Under Available Form Templates, select Blank Form.
  3. Click Design Form.

Save a form

  1. Click the File tab, and then click Save, or press CTRL+S.

 Tip   Click the Save icon save icon on the Quick Access Toolbar.

  1. You must enter a name for the file if you are saving it for the first time.

Print a form

  1. Click the File tab, and then click Print.
  2. Under Quick Print, click Print.
  3. In the Print dialog box, specify the printer settings for the form, and then click OK.