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Overview: Why Electronic Signatures Matter in SharePoint In many business processes (especially in regulated industries like healthcare, finance, and manufacturing) it’s not enough to have a user fill out a form. You need traceability, accountability, and assurances that the right person signed off on specific data at a particular time. While...

Introduction: Enhancing SharePoint’s Lookup Columns Lookup columns in SharePoint are incredibly useful. They allow you to maintain key data (like suppliers, contacts, or products) in one centralized location. You can then reference it in multiple lists. It’s a core architectural pattern that ensures consistency, avoids duplicate data, and helps...

Introduction: From Manual Routines to Intelligent Automation SharePoint workflows and scheduled tasks often require custom code or complex setups. Manual processes, like generating reports or enforcing overdue status updates, can slow teams down. Then there’s the challenge of printing SharePoint lists: awkward formatting, manual copy-paste to...

The Problem: Unstructured Data Doesn’t Belong in SharePoint Effectively managing information from external sources, such as emails or databases, can feel like patchwork. Manually copying content from emails into SharePoint, or reimporting data from SQL, is repetitive, error-prone, and time-consuming. Built-in SharePoint tools offer limited...

Introduction: Making SharePoint Relational SharePoint is great, but it's not inherently relational. That’s where the Associated Items column of Infowise Ultimate Forms fills the gap. Designed to turn SharePoint lists into application-style data structures, it lets you: Create related items (tasks, line entries, documents) right from the...

The Challenge of Alert Overload If you're managing a busy SharePoint environment, you've likely faced this problem: too many notifications churning through your inbox. Each time someone adds, modifies, or deletes an item (or when date-based triggers fire) you receive separate emails. Pretty soon, it turns into noise, and alerts start being...

The Frustration of Filtering SharePoint Lists Any seasoned SharePoint user knows how clunky filtering lists or document libraries can be. You click a column header Scroll through dozens of values Select one which filters the view But then you want to filter again, perhaps by a different column. Each step takes you back to the full...

The Frustration of Filtering SharePoint Lists Any seasoned SharePoint user knows how clunky filtering lists or document libraries can be. You click a column header Scroll through dozens of values Select one which filters the view But then you want to filter again, perhaps by a different column. Each step takes you back to the full...

Why Manual Document Check-Ins Fail Teams Picture this: your team uploads dozens, or even hundreds, of documents into a SharePoint library, but leaves them checked out. Others can’t view or edit them. Versions stagnate. Visibility suffers. You race to manually check each one back in, only to be slowed by confirmation windows and ribbon navigation....

A Smarter, More Consistent Approach to SharePoint IDs Many organizations use SharePoint to handle structured business data. It is especially true in environments like law firms, banks, insurance companies. These and other  organizations must categorize documents and items consistently. It is well-known how time-consuming it can be to manually...

When you create an item in a SharePoint list, the form will normally redirect you back to the list itself. But there are cases where you want the form to redirect the users someplace else. For example, you might want to do the following upon form submission: Open a new form to create another item Continue editing the item just created Or...

Integrating online payments into SharePoint forms can significantly enhance the efficiency of transactions, donations, bookings, and other financial interactions within your organization. Infowise Ultimate Forms offers a seamless, no-code solution to incorporate payment processing directly into your SharePoint environment. It makes it easy to...

Actions are a great way to implement your sophisticated business logic without the complexity of workflows. Using the Actions component of Ultimate Forms, you can make changes in SharePoint and other systems. This includes databases, SMS, Entra ID / Active Directory and business applications. Actions are easy to confgure, even for non-technical...

The Actions component of Ultimate Forms helps you automate a wide variety of common scenarios inside and outside SharePoint. And the best part is you do not need to be a developer and you need not to know how to program workflows. With Actions, you simply pick the action you need, configure its settings (no JSON required) and specify when you...

Once you see that just storing your data in SharePoint lists does not help, you know you need process automation and business process management. When a user saves an item, several things happen in the background. This includes updates, creating new items, calling external systems, and sending emails. And as a SharePoint professional, you know...

Today's world is all about integration of information. We want to enable free data flow between the different applications we use in our organization. And we expect the tool we choose to use to enable this integration in a way that is easy, fast and simple. Ultimate Forms is a complete platform for creating business solutions in SharePoint and...