Print Custom Word Docs and PDFs from SharePoint Lists

Aired: 16-Mar-2023

SharePoint is missing tools to produce custom documents such as invoices, purchase orders or quotes from lists. We need a way to automatically produce documents based on processes that we do in SharePoint.

We also need to be able to create print templates in an easy and intuitive manner. For most of us, creating a print template using Microsoft Word is the simplest option. But how do we connect that with SharePoint and handle repeating tables?

In our next webinar, we’ll show how you can create your own custom Microsoft Word print templates, have those automatically converted to PDF and even automatically emailed to customers. All done with a simple and easy to understand process! We’ll cover these key concepts:

  • Create Microsoft Word print templates
  • Connect your templates to SharePoint lists
  • Build repeating tables for line items
  • Automatically get line items totals
  • Automated conversion from doc to PDF
  • Email output to customers with the automatically

At Infowise, we serve as your strategic partner, assisting public and private enterprises in your digital transformation endeavors with our salable, smart, and robust tools, software, and applications. Our product Infowise ULTIMATEforms contains 20 individual SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.

Click here to download Infowise ULTIMATEforms free 30-day trial. Then go ahead and create an unlimited number of business process applications. Or even better, do you want to start with a fully-built solution? Browse our vast business solution library, install and re-purpose to service your needs, free of charge.

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our solution templates
  • Site provisioned instantly
  • Automatically removed after 30 days
  • Available to everyone!

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Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with real users and data
  • Install online or on premises
  • Register for 30 day trial
  • Seemlessly convert to paid license
  • Requires administrator permissions

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Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.