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

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Leave Tracking is an important function of the work environment. We need to be able to schedule time off and be aware when team members are going to be out.

Every organization should have a simple and easy to use system to request time off and allow resource planning through a leave tracking grid. SharePoint provides the perfect environment to host a Leave Tracking tool that you can set up yourself.

In our next presentation, we’ll show a simple Leave Tracking Solution that incorporates key features which will allow your team to coordinate leave requests and to show a composite leave schedule in an easy-to-understand Gantt chart view. In our presentation we’ll show a solution with these key features:

• Simple custom form data entry
• Automatic tracking of leave totals
• Composite schedule to view when team members are out
• Auto generated email notifications
• Request and approval system
• KPI indicators to show used vacation / remaining vacation
• Custom leave tracking Gantt chart view
• One stop dashboard to check current leave status

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

It is common to use videos for learning and knowledge transfer especially with a large amount of web meetings taking place. SharePoint is used heavily for document management. SharePoint is also great for managing video libraries for training, meeting recordings and important announcements.

Infowise Ultimate Forms allows you to incorporate key requirements when it comes to managing videos. Now you can capture and share important videos with employees using an intuitive interface.

In our next webinar, we will demonstrate how you can set up a video library including all the feature you need to ensure a user-friendly experience:

• Upload videos easily to a user-friendly dashboard
• Automatically trigger emails to notify users
• Include formatted video description
• Allow users to share videos easily
• Allow user feedback including questions and comments
• Link to related videos
• Set expiration date ensuring current videos gain focus
• Organized your videos in categories for easy filter and search

Sign up for our presentation to see all the great features of using Ultimate Forms for video management.  You can download our free trial as well as the demonstrated template to try the solution for yourself.

Most forms are not engaging. Out-of-the-box SharePoint simply presents a list of fields displayed vertically without engaging the user. This leads to a poor user experience, incomplete or inaccurate information and bad results.

Infowise Ultimate Forms provides an easy-to-use form designer that lets you build interactive guided forms that engage the user by asking simple questions and displaying relevant guided information along the way.

Guided forms help the user by responding to selections during form entry. This allows you to ask only relevant questions and point the user in the appropriate direction. Instead of overwhelming the user with a long list of fields displayed all at once, you can display questions one at a time making for a more focused user experience.

In our next webinar, we will demonstrate how to make interactive guided forms in SharePoint using these key concepts:

• Interact with the user one question at a time
• Provide simple answer buttons
• Provide focused inputs along with contextual information
• Handle multiple situations with branching logic
• Build dynamic form rules with simple configuration and no programming required
• Use visual cues such as a progress bar to encourage the user

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial as well as the demonstrated template to try the solution for yourself.

Basic forms are common in SharePoint and other related form building tools. Unfortunately, options are limited, and you end up with simple static forms. These are “dumb forms” that don’t change according to the user or conditions in the form. The display options are limited, and the interface is boring.

Infowise Ultimate Forms provide a powerful form builder interface which allows you to create fully dynamic SMART forms that change according to the user, status, or any conditions that you define. Additionally, the interface can be made to expand and collapse as a user interacts with the form.

In our next webinar, we will provide a live demonstration building dynamic SMART forms that handle all kinds of conditions while providing the user a friendly interface. All of this can be accomplished with simple configuration and no custom code! If you are frustrated by the limitations of your current forms, come join us to learn more about the features and functionality available to build SMART forms in SharePoint:

• Show / hide sections conditionally according to user inputs
• Apply conditional validation
• Show / Hide information according to field values
• Use custom buttons to allow users to make updates directly in the form
• Add “baked-in instructions” and pop-up help to guide users
• Change colors and styles according to status
• Include a dynamic summary header with key form data
• Include automatic history logging of previous updates

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial and do all the same steps for yourself.

Creating custom SharePoint forms can be a slow and painstaking process. Because it takes so much time and effort, many organizations end up going without custom forms-based work processes. But it doesn’t have to be!

Infowise Ultimate Forms provides an amazing form designer which allows FAST custom form building designed around ease of use with no custom code.

In our next webinar, we will provide a live demonstration building great looking custom forms from scratch faster than you would have ever thought possible. If you are frustrated at your current options for building custom SharePoint forms, please join us to see just how fast and easy it can be. We’ll highlight these key features:

• Simple and versatile container model
• Easy to understand style rules to set the look and feel
• Apply colors, borders, padding and other styles in seconds
• Create fields while building the form
• Insert custom instructions, images, and related content
• Create a dynamic header with key content
• Use dynamic rules for conditional form sections
• Build a complete custom form in only a few minutes

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial and do all the same steps for yourself.

Coordinating the schedule of your workers is a critical part of your operations. It should be easy to view and update the overall schedule as easily as possible. Like Time Tracking Solutions, planning the upcoming schedule is a vital part of your process. If your current software doesn’t provide you the flexibility and views to manage this process, consider your own solution in SharePoint which includes all the features you might need.

In our next webinar, we’ll look at a complete resource management solution that allows you schedule workers and view the upcoming schedule in dynamic color-coded board views with filter and search. Our solution includes all key requirements including:

• Daily, Weekly, Monthly schedule views
• Color coding by status or category
• Filter by employee and team
• Automatic email updates
• Schedule Grid PDF template
• Resource and capacity planning
• Personalized dashboards
• Automatic copy and repeat for reoccurring records

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Coordinating a schedule with employees is a critical need for every organization. Most of the time it is easiest to use Outlook, but this doesn’t address broader scheduling needs. What if you want to provide a calendar visible to your whole organization? A calendar in SharePoint would be great, but the out-of-the-box SharePoint calendar options are too limited.

In our next webinar, we’ll look at a comprehensive SharePoint calendar solution incorporating many features not normally available in SharePoint. This solution includes these key features:

• Search and filter capabilities
• Organize events by categories
• Color code events and use icons
• Set up reoccurring events
• Multiple views including day / week / month / Gantt
• Automatic email notification reminders
• Hover cards with detailed event information
• Modern interface and features

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Vacation tracking is an important function of the work environment. We need to be able to plan our own vacation time and be aware when other team members are going to be out.

Every organization should have a simple and easy system to track vacation scheduling for all team members. SharePoint provides the perfect environment to host a Vacation Tracking tool that you can set up yourself.

In our next presentation, we’ll show a simple Vacation Tracking Solution that incorporates key features to all your team to plan vacation time and to show a composite vacation schedule. In our presentation we’ll show a solution with these key features:

• Simple custom form data entry
• Automatic tracking of vacation totals
• Composite schedule to view when team members are on vacation
• Auto generated email notifications
• Request and approval system
• KPI indicators to show used vacation / remaining vacation
• Custom calendar views
• One stop dashboard to check current vacation status

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Task Management is vital to every organization. We must manage and prioritize work through task management. There are many tools to create tasks, but these tools don’t get widespread user adoption. For a task management tool to work great, it must be simple to use and have a great interface.

Task Management must be streamlined so that everyone understands and uses it consistently.

In our next presentation, we’ll demonstrate a dynamic Task Management System for SharePoint that allows you to manage tasks easily in a compelling visual interface. Our system includes these important features:

• Create project task lists in an easy-to-use dynamic form
• Assign tasks to team members quickly
• Track progress on completed tasks
• Visual indicators showing progress on task completion
• Email notifications for task assignments and reminders
• Assign task list owner for managing work
• Simple list view checklist for high level management
• Detailed custom form for precision task management including priorities, task assignments and due dates.

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.