Reuse existing PDF forms withing existing projects in SharePoint


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This webinar recording demonstrates how to reuse existing PDF forms within SharePoint environment, using workflow, Microsoft Project and fully functional attachments. Webinar is based on Request for Information case, where PM creates a project, vendor requests additional information within this project, SMEs reviews this request and provide required information.

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Reuse existing PDF forms withing existing projects in SharePoint

  1. 1. Webinar recording could be found here PDF SHARE FORMS Online, Offline, OnDemand Reuse existing forms within existing projects PDF forms and SharePoint are better together
  2. 2. Agenda • Company • PDF Share Forms for SharePoint product overview • Demo overview • Demonstration • Q&A session 12/5/2013 2
  3. 3. PDF Share Forms Company • Since 2010, privately held • Headquarters in Irvine, California, USA • Fortune 500 customers • The World’s leading PDF forms integration company • Awarded in 2013 - “Best SharePoint intranet/extranet solution” by SharePoint community. 12/5/2013 3
  4. 4. PDF Share Forms for SharePoint When PDF forms win: • Complex forms with SharePoint integration • Integration with workflows, K2, Nintex • Digital Signatures support (Adobe, CoSign and Topaz) • Mobile devices usage • Offline support • Smart way handling attachments • Cost control: free Adobe Reader, SP 2010 and SP2013 (Foundation) 12/5/2013 4
  5. 5. Real Life Challenges Real Life Scenarios require a Complete Form Solution • Integration with Microsoft Project Server and PWA • Dynamic subsites as projects • Better return on investments: reuse forms in multiple projects • Working with external parties • Vendors will limited access to SharePoint environment • Cannot anticipate all permutation of vendors’ environments • Complex logic • Many fields, integration with on-premise workflow, etc. 12/5/2013 5
  6. 6. Demo overview 1/2 Scenario • Company Fictitious group runs multiple projects. Stephen Crow is a project manager, who starts new construction project. • Fictitious group uses Microsoft Project Server 2010 with Web Access on top of their SharePoint farm. • Mr. Crow wants to allow vendors and consultants to use Project Site to collaborate on documents and forms. • One of such collaboration forms is RFI (request for information). 12/5/2013 6
  7. 7. Demo overview 2/2 1. Manager Stephen Crow creates a project 2. Vendor John Smith creates a RFI form. He needs additional info on particular plan. 12/5/2013 5. Once information is provided, RFI form returns to Stephen Crow 3. PM Stephen Crow receives RFI request and performs triage review … 4. PM sends it for a review to one of the designated SME 7
  8. 8. Enough of slides! Demonstration!! Find more videos on 12/5/2013 PDF forms and SharePoint are better together 8
  9. 9. Questions and answers Join us at Microsoft Project Conference Anaheim Convention Center, 2nd of February, 2014 Find more videos on 12/5/2013 PDF forms and SharePoint are better together 9