What is PDF Share Forms? PDF Share Forms is a web-based solution for PDF forms integration with SharePoint
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- Garry Williamson
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1 PDF Share Forms company Multiple awards winner Replaces InfoPath with PDF forms (ISO standard) Automatically extracts data from form fields into SharePoint columns Integrates with SharePoint, Microsoft Dynamics, and Oracle Database Natively supports Digital Signatures and Offlline submission Workflow support including SharePoint Designer and Nintex What is PDF Share Forms? PDF Share Forms is a web-based solution for PDF forms integration with SharePoint Who needs it? Any organization that works with forms: local governments, financial institutions, manufacturing companies, any medical and pharmaceutical company, construction, oil & energy organizations, HR departments, procurement, audit & compliance, and more Why do you need it? Integrate forms within minutes, start using extracted data in your workflows, reports, and business processes. Minimize "create from scratch" wasted effort, reduce liability, and enhance your compliance How does it work? Take Word or PDF form, import it to PDF Share Forms web-based Designer. Select fields you would like to extract, and publish template as SharePoint Content Type. Now all users can submit forms and entered data is automatically populated in SharePoint columns
2 You need a form... a de facto world standard form! Give your SharePoint users a powerful tool to create forms by themselves. Save time and money reusing existing forms. Make complex forms web-friendly Accident report forms Healthcare forms HR forms Inspection forms Automatically extract data and save it to SharePoint columns. Or prepopulate form fields with data from SharePoint Deeply integrated with SharePoint 2010, 2013, and upcoming 2016 Designed for business users (Information Workers) EU standard Accident statement form, integrated with SharePoint using PDF Share Forms When our Personnel Department requested to have our new hire forms automated, we researched different options on how to create this automated form on SharePoint. After a week of researching, watching demonstrations, and creating test forms from different vendor sites, we settled with PDF Share Forms. PDF Share Forms provided the flexibility to do what we needed and works great with our Nintex workflow application. Our users love the way this new process works. IT Supervisor at the Police Department / //////////
3 Designed for Information Worker Create initial form layout (even in Word) Map form fields to SharePoint columns Publish template as a content type Create form template Fill in the form Data is extracted into SharePoint Start approval (optional) User experience Personal Information: Name: John Smith Home Address: 123 Flower City: Tulip town Country: USA The whole form deployment process could be done by Information Worker: from new document creation to ready form integration. PDF Share Forms Enterprise offers visual PDF Designer with a full set of tools: - Create form layout - Add interactive elements - Map PDF fields to SharePoint columns - Deploy form template to SharePoint document libraries - Boost form with validation rules We needed to have a fillable form for a heavily regulated process. It had to allow us to put all its data into SharePoint as well as to be completely set up for the intricate workflow process it was involved with. Our IT department was pushing another custom solution but business users were not willing to wait at least 6 months for it. PDF Share Forms allowed us to assemble a complete process quickly with the two already existing technologies in our company: PDF documents and SharePoint. And the best part is that we can adjust our forms at any time without even involving the IT department! " Operation Manager, an Aerospace company (one that sends rockets to Space)
4 An upgrade from InfoPath... not just a replacement VS. Smart handling of attachments Customizable form header Static field data Autopopulated data Repeatable line items Digital signatures 7 ISO Standard 8 Mobile devices and Offline mode PDF technology is a clear winner 7 8 only PDF Our financial institution relies heavily on electronic documentation (PDF s). We needed a way to continue using PDF s while leveraging form automation with the power of Microsoft SharePoint libraries and workflows. Converting all of our PDF s into InfoPath forms would have taken our team more than a year to complete. Using PDF Share Forms has allowed our users to have interactive workflow forms within minutes. PDF Share Forms has empowered our users to think of new ways to improve their existing process as well as develop workflows for new ideas. Now, when our users evaluate third party applications they measure it against PDF Share Forms. It is now our Standard for all of our form automation." IT Manager, Happy State Bank
5 There is no one solution that can replace entire InfoPath. There is no tool to convert InfoPath form to other form format. There is no reason to convert obsolete or outdated forms to other format. If you really want to be in compliance and minimize resources spent on form creation and deployment to SharePoint, PDF Share Forms is your solution. Microsoft Product Manager, SharePoint team Features PDF Share Forms Adobe Acrobat 1 Nintex Forms 2 K2 SmartForms 3 Compliance and Regulations Support of existing forms (Word/PDF) Public form submission without exposing SharePoint to Internet Designed for Information Worker Could be used with different workflow providers Offline form submission Digital signature support (certificate-based) Rules for show/hide fields Enterprise-wide Form gallery Submitting forms by Create a form from other document formats Long term storage and archival compliant Preserving form layout for different versions Cascading dropdowns from SharePoint lists Customization with C#.NET 1 Adobe and Adobe Acrobat are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. 2 SourceCode and K2 SmartForms are registered trademarks or trademarks of SourceCode Technology Holdings, Inc. in the United States and/or other countries. 3 Nintex Workflow, Nintex, and its product logos are registered trademarks owned by Nintex USA LLC and Nintex Pty Ltd.
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