Webinars

Customizable SharePoint Calendars

Calendars are a critical tool for coordinating with your team. It is essential to have a calendar which is fully customizable which allows for many options to display event related information. The out-of-the-box SharePoint calendar is limited to only basic options. Luckily there is an easy-to-use calendar option that goes far beyond what is possible in out-of-the-box SharePoint.

Please join us as we demonstrate a fully customizable calendar packed with features using Infowise Ultimate Forms:

  • Highlight event color based on choice field.
  • Include icons for different event types.
  • Switch between day, week, month, and Gantt views.
  • Include search and filter controls to easily locate events.
  • Set up automatically reoccurring events.
  • Set up automated email notifications for events.
  • Provide detail information when hovering over events.
  • Set more configuration options to adjust to your own requirements.

After the webinar, you can download the complete solution and try it yourself!

March 14th, 2024, 11:00 AM Eastern
Aired: 22-Feb-2024 | Webinar |  Install | Description

SharePoint is the ideal place to manage projects. Users can easily collaborate and share files as well as provide updates to their team. Setting up a system which allows for visualized tracking of information is essential to increase user engagement and to better track overall progress.

Please join us as we demonstrate a complete visual project management system:

  • Gantt Charts for project tracking
  • Custom month view calendar
  • Progress bars and colored KPI flags
  • Date tracking with color coding
  • Automated document management
  • Project task assignments with email reminders
  • Beautiful dashboards with summary data
  • Project history tracking

After the webinar, you can download the complete solution and try it yourself!

Aired: 18-Jan-2024 | Webinar |  Install | Description

Every organization needs a system for training employees and an efficient way to track it. SharePoint is the perfect platform for your own custom Learning Management System (LMS). A centralized hub where all employees can access training is essential to the training and development of your employees.

Please join us as we demonstrate how to add your own system with these features:

  • Personalized dashboard for each user
  • Progress bars and assignments tracking
  • Functionality for students, teachers and admins
  • Auto-generated email notifications and reminders
  • Store training content including videos and documents
  • Set up test questions and track performance related to content
  • Set up courses and assign training to employees

After the webinar, you can download the solution and try it yourself!

Aired: 14-Dec-2023 | Webinar |  Install | Description

Approvals come up in all kinds of business processes. SharePoint is the perfect place to manage approvals. What is the easiest way to implement an approval system in SharePoint? In our next webinar we’ll demonstrate an approval system that is easy to set up and includes all the functionality you need for your multi-step approval process.

  • Dynamically set the number of approvers.
  • Include easy approval buttons built into the form.
  • Color code each approval status.
  • Include automatic approval history tracking.
  • Send automatic approval email notifications.
  • Set up a dynamic dashboard with KPI tracking.
  • Manage approvals quickly and easily.

Join us to learn how to easily set up your own SharePoint Approval system!

Aired: 16-Nov-2023 | Webinar |  Install | Description

We all deal with web forms in our jobs every day. It’s easy to fall into a familiar pattern when building them. We expect limitations and don’t realize there are better ways to engage users. In our next webinar, we’ll show ten ways that dynamic functionality can be added to SharePoint Forms to improve the user experience. Here is some of the functionality that will be shown:

  • In form history tracking.
  • Dynamic use of illustrations to guide users.
  • Dynamically updated process diagram.
  • Real time field validation with highlighting.
  • Filtered dropdown choice fields.
  • Conditionally show and hide form sections.
  • Color coded status indicators and icons.
  • Form completion progress indicator. (And more!)

If you are looking for ways to build smarter user-friendly SharePoint forms then please join us for our next presentation!

Aired: 19-Oct-2023 | Webinar |  Install | Description

Successful organizations need skilled workers. An effective Job Application System is essential to building successful teams. Candidates should be able to apply directly through your public web site. Using Ultimate Forms, you can set up your own custom job application form in SharePoint that also appears on your public web site. Manage your applicants securely in SharePoint adding notes and working through the hiring process.

In our next webinar, we will demonstrate a complete applicant tracking system that you can set up in SharePoint to streamline your job application and hiring process.

  • Create your own custom job application form with any fields needed.
  • Include custom validation to collect required information.
  • Candidates can attach resume, cover letter and other files.
  • Custom confirmation screen when submitting application.
  • Include your own branding colors and logo.
  • Manage applicants in SharePoint using hiring stages and adding notes.
  • Send automatic email notifications to applicants with one click.

Join us to learn how to set up your own custom job application system using SharePoint!

Aired: 14-Sep-2023 | Webinar |  Install | Description

Do you work in an organization with a mix of native languages? Do you have customers whose languages vary? Your SharePoint forms should provide translated content according to your user’s language.

Multi-language forms can be easy to set up using Ultimate Forms! In our next presentation, we will show how you can quickly add translated content so that each user will see the form in their own preferred language.

  • Start with your initial form layout.
  • Use simple translations function to add translated text.
  • Translate to as many languages as you need.
  • Translations can be used in headers, field labels, descriptions and more.
  • Each user will see a form with content completely in their own language.
  • Build your translations all in one form.
  • Translated forms can also be used on your public website.

Join us for our presentation to see our easy setup steps for your own multi-language forms in SharePoint!

Aired: 17-Aug-2023 | Webinar |  Install | Description

An easy-to-use Purchase Order System is a vital need for any business. 3rd party Purchase Order systems can be expensive and don't accommodate all your organization's needs. What if you were to set up your own Purchase Order System using SharePoint?

Please join us to see how easy it is to set up a simple but flexible Purchase Oder system in SharePoint using Ultimate Forms. Set everything up using no code. We'll show you how easy it is to maintain vendors and purchase order approvals, automate Vendor communications and manage updates.

  • Create an easy to maintain vendor lookup list.
  • Create a simple purchase order approval form for internal use.
  • Add line-item details to purchase orders.
  • Collect approvals from users with simple click to approve.
  • Prompt users with automatic email notifications.
  • Auto generate PDF purchase orders to send to suppliers.
  • Sort and filter records using dashboard views.

Join us for our presentation to see how easy it can be to setup your own Purchase Order Approval system in SharePoint!

Aired: 20-Jul-2023 | Webinar |  Install | Description

In modern SharePoint sites, there are exciting new ways to make forms fully dynamic.

A dynamic form guides the user by providing a changing interface that responds to user interaction. What used to require custom programming can now be done through easy-to-understand configuration using Ultimate Forms.

Dynamic forms are a new way to think about SharePoint forms centered on creating positive user interaction and emphasizing progress. In our next presentation, you will learn these key concepts:

  • Create step-by-step interaction.
  • Use background highlighting to show which fields remain.
  • Prefill key data automatically.
  • Provide inline help instructions.
  • Display form sections progressively instead of all at once.
  • Use input masking and autocomplete to ensure accurate data.
  • Provide real-time validation to immediately correct mistakes.
  • Show progress bar to show user they are on track.

If you are ready to move away from static forms to fully dynamic forms, please join us for our next webinar!

Aired: 22-Jun-2023 | Webinar | Description

When building forms, it is usually the case that we use SharePoint lists to store form data. How can you build custom forms that work with other external data sources?

Ultimate Forms includes the ability to connect to external data sources and build custom forms that connect with with that data directly. This lets you use the awesome Ultimate Forms form building tools and update your own data sources directly from SharePoint.

Your SharePoint environment can become a hub for custom forms across multiple data sources such as  SQL DB, Oracle DB, MySQL DB, Salesforce, Zendesk and many more. Join us for our next webinar where we will demonstrate these key concepts:

  • Set up a data connection to data outside of SharePoint.
  • Connect custom forms to your data.
  • Display your form embedded in SharePoint OR on your public web site.
  • View your external data tables with a custom rollup web part.
  • Manage multiple data sources all from one SharePoint environment.

If you want to learn easier ways to connect to external data sources from SharePoint, be sure to sign up for this webinar!

Aired: 18-May-2023 | Webinar |  Install | Description

Are you missing out on key functionality that can be used to managed documents in SharePoint?

Join us for our next webinar where we demonstrate using Ultimate Forms software for  advanced document management features that improve SharePoint document libraries.

Many organizations have tens of thousands of documents that are being managed in SharePoint. If libraries aren’t managed well, documents become hard to locate and your libraries become a mess.

We’ll demonstrate how to use additional key features in our session:

  • Sort and filter using document categories
  • Advanced Search capabilities
  • Document Tagging for improved search results
  • Document thumbnail previews
  • Visual user interface for easy navigation
  • Centralized dashboard for all users
  • Rollup view to consolidate search across libraries
  • Color coded folders and large document icon views
  • Custom form for document properties management

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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