Forms 2.0 – collaborate with your customers with a glance

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Make your clients work for you! Learn how can you create great collaboration tool with PDF form and Microsoft SharePoint.

Business Technology Design

www.pdfshareforms.com By Christine Brickman & Degi Karayev
Forms 2.0
Collaborate with your clients
and customers with a glance

5/7/2013 2
PDF Share Forms
Easy integration
of PDF forms
with SharePoint

• Two-way sync between form fields and SharePoint columns
• Integration with workflows, Microsoft, Nintex and K2
• Digital Signatures support (Cosign and Topaz)
• Works on mobile devices
• Online, Offline, OnDemand
5/7/2013 3
Features

Map columns
Delivery Company
• Customer info
• Contact name
• Timetable
5/7/2013 4
Business case

5/7/2013 5
• Form is being sent to the clients
• Client fills in required information
Let your client
work for you
PDF form

• Digital signature confirms, that data is correct
• Data submit to server with one click
5/7/2013 7
PDF form

• After submit form will be saved
in the designated SharePoint Library
• Form Data is displayed in the SharePoint columns
5/7/2013 8
SharePoint library

Once form is submitted, digital signature status is verified.
If signature is not valid, workflow approval process starts,
and manager reviews provided form. Once form is approved
timetable is synchronized with the SharePoint List.
5/7/2013 9
SharePoint library

5/7/2013 10
SharePoint library
You can now go back to your deployment Library
and see that your Workflow was completed,
and delivery time can be scheduled.

5/7/2013 11
Timetable list
Data from the form will be also synchronized
with the custom List, and you will have an easy
overview of all the client timetables

5/7/2013 13
Prepare the form
• You can use any convenient solution for form creation,
for example MS Word or Excel, Adobe InDesign and others.
• If you already have a PDF form, all you have to do is just
upload it to the SharePoint!

5/7/2013 14
PDF Share Forms Designer
Tool for the form creation and configuration

Q&A
Q&A
www.pdfshareforms.com
sales@pdfshareforms.com

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Best practices for project execution and delivery

CLIVE MINCHIN

A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.

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Best practices for project execution and delivery

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Forms 2.0 – collaborate with your customers with a glance

1. www.pdfshareforms.com By Christine Brickman & Degi Karayev Forms 2.0 Collaborate with your clients and customers with a glance

2. 5/7/2013 2 PDF Share Forms Easy integration of PDF forms with SharePoint

3. • Two-way sync between form fields and SharePoint columns • Integration with workflows, Microsoft, Nintex and K2 • Digital Signatures support (Cosign and Topaz) • Works on mobile devices • Online, Offline, OnDemand 5/7/2013 3 Features

4. Map columns Delivery Company • Customer info • Contact name • Timetable 5/7/2013 4 Business case

5. 5/7/2013 5 • Form is being sent to the clients • Client fills in required information Let your client work for you PDF form

6. 5/7/2013 6 PDF form

7. • Digital signature confirms, that data is correct • Data submit to server with one click 5/7/2013 7 PDF form

8. • After submit form will be saved in the designated SharePoint Library • Form Data is displayed in the SharePoint columns 5/7/2013 8 SharePoint library

9. Once form is submitted, digital signature status is verified. If signature is not valid, workflow approval process starts, and manager reviews provided form. Once form is approved timetable is synchronized with the SharePoint List. 5/7/2013 9 SharePoint library

10. 5/7/2013 10 SharePoint library You can now go back to your deployment Library and see that your Workflow was completed, and delivery time can be scheduled.

11. 5/7/2013 11 Timetable list Data from the form will be also synchronized with the custom List, and you will have an easy overview of all the client timetables

12. Demo

13. 5/7/2013 13 Prepare the form • You can use any convenient solution for form creation, for example MS Word or Excel, Adobe InDesign and others. • If you already have a PDF form, all you have to do is just upload it to the SharePoint!

14. 5/7/2013 14 PDF Share Forms Designer Tool for the form creation and configuration

15. 5/7/2013 15 Workflow

16. Q&A Q&A www.pdfshareforms.com sales@pdfshareforms.com

Forms 2.0 – collaborate with your customers with a glance

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