Installation in Office 365

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Business solutions on Office 365 must be installed in two steps. First, you download a site template and create a site from it, then Ultimate Forms app is added and used to apply solution configuration to the new site. 

To install support business solution on Office 365 perform the following:

  1. Download .app file for Ultimate Forms here
  2. Upload the file to the Apps for SharePoint library of your Enterprise Catalog
    Upload .app file to catalog
    If you don't know where the Enterprise Catalog is or how to create it, read here
  3. From the solution page of our site download the site template (.wsp file) for the solution you wish to install.
  4. Upload the .wsp file to Solutions library of your site collection. You can find the solutions library under Site Settings of the top-level site in the site collection.
    Upload site template
    Then activate it
     Activate site template
  5. Create a new site from the template, then enter the site.
    Create site 
  6. Under Site Contents, click on Add an app, then click on From your organization on the left-side menu.
  7. Locate Infowise Ultimate Forms app and add it to the site. Make sure to grant the requested permissions.
    Add Ultimate Forms
  8. Once the app is added, enter it
  9. If it's the first time you are using Ultimate Forms, sign up for a 30-day trial.
  10. In the top-right corner, click on the cog to open the menu, then click on Template Manager.
    Enter Template Manager 
  11. Log in using the word public for both user name and password
  12. Select the template with the same name as the solution you installed and then click on Apply to current site
    Apply site template
  13. Once the settings are applied, the site is ready to be used.

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Last modified: 11/27/2018 3:15 PM

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