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

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

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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
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Features

4. Map columns
Delivery Company
• Customer info
• Contact name
• Timetable
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Business case

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

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PDF form

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

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

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

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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

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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!

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PDF Share Forms Designer
Tool for the form creation and configuration

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Workflow

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