Répondez s’il vous plait — How to automate attendee answers
Does your company rely heavily on PDF for business processes or just need an InfoPath alternative solution? Do you need a tool to create forms in SharePoint? PDF Share Forms is a solution for different areas and projects, which improves efficiency of processing of business documents and tasks. With automated workflow process, running simultaneously on many SharePoint list items, your company will achieve unbelievable performance growth. During this webinar we’ll review how could business users create, use and publish PDF forms integrated to SharePoint site. We recommend to watch webinar recording “Public forms for business users. Part I”. Business case: company is going to arrange partner meeting and there is a need to send invitations (RSVP form), receive confirmations and create final list of attendees. Whole scenario does not require programming skills or deep SharePoint knowledge. Agenda About PDF Share Forms Current state of forms in SharePoint Public forms in SharePoint Live demo Publishing form on your website Workflow scenario Q&A session
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Répondez s’il vous plait — How to automate attendee answers
- 1. www.pdfshareforms.com Presenter: Degi Karayev PDF SHARE FORMS PDF forms and SharePoint are better together Répondezs’ilvousplait How to automate attendee answers
- 2. 9/2/2014 2 Agenda • Company • PDF forms in SharePoint • R.S.V.P. — Live demo •Distributing form via workflow •Filling in the form on client side •Processing gathered results • Q&A session
- 3. 9/2/2014 3 PDF Share Forms Company Since 2010 • The World’s leading PDF forms integration company •Headquarters in Irvine, California, USA •Sales and support office in Europe •Awarded in 2014and 2013 •“Best SharePoint intranet/extranet solution” •“Best SharePoint App”
- 4. 9/2/2014 4 PDF Share Forms Company Since 2010 • Customers in all verticals •Manufacturing •Energy •Education •Finance •Local and federal government
- 5. 9/2/2014 5 PDF forms in SharePoint PDF as a form format • Cross-platform, device independent • Easy to design • Printer friendly • Accessibility Public forms • Publish form on your website • Send form via e-mail • Save and synchronize data with your libraries and lists
- 6. Form design • Built-in WYSIWYG form designer • Visual editing tools Administrative tools • Form receipts, processing stages • Transaction monitoring, submission history User experience • Works virtually on any device • Intuitive and standard interface 9/2/2014 6 Forms in SharePoint
- 7. Common notification • Send mail • Process answers • Process incorrect data manually • Confirmation phone calls • Intrigue till the very beginning of the event 9/2/2014 7 Should I stay or should I go?
- 8. Interactive post card • Event details • Personal details • Possibility to change data • Information stored in SharePoint 9/2/2014 8 Répondez s’il vous plait
- 9. 9/2/2014 9 R.S.V.P: data in your SharePoint
- 10. 9/2/2014 PDF forms and SharePoint are better together 10 Demonstration Desired skills •SharePoint content type knowledge (as a business user) •Word document editing •Simple file operations (copy, save, etc) •Basic workflow actions
- 11. www.pdfshareforms.com info@pdfshareforms.com 9/2/2014 PDF forms and SharePoint are better together 11 Questions and answers www.pdfshareforms.com/request-demo www.pdfshareforms.com/video www.pdfshareforms.com/sharesync