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What is PDF forms for SharePoint?

Discover the numerous benefits of PDFs, including their consistent formatting, print-ready design, robust archival functions, adherence to compliance standards, and features that enhance accessibility, paired with capabilities for attachments, business operations, workflow processes, digital signatures, and notifications. PDF Share Forms revolutionizes complex SharePoint forms by simplifying user interaction. This solution enables seamless automatic extraction of data from form fields and ensures synchronization with SharePoint columns, while also allowing the integration of diverse external data sources. Users can leverage SharePoint lists or external databases to create dynamic cascading drop-down menus. It stands out as the sole PDF form product line aimed at empowering non-developers while fulfilling the requirements for advanced and compliant SharePoint forms. The integration process for forms like W9 and I9 (Employment Verification Form) is remarkably swift and efficient, taking less than two minutes to initiate. These forms are designed to be mobile-friendly, functioning effectively both online and offline. Moreover, you can choose to deploy and synchronize PDF forms on your own SharePoint server or select a cloud-based solution for added flexibility and ease of access, ensuring that your workflow adapts to your needs seamlessly. This innovative approach not only streamlines processes but also enhances user engagement with SharePoint forms.

What is Inogic SharePoint Security Sync?

Integrate security privileges between Dynamics 365 CRM and SharePoint to mitigate risks associated with document and attachment storage in SharePoint, ensuring that access to SharePoint aligns with the security levels established in Dynamics 365 CRM. Additionally, any adjustments made to security privileges in Dynamics 365 CRM must be reflected in SharePoint promptly. Key Features: - **Security Management**: Access to SharePoint folders is governed by the security roles assigned in Dynamics 365 CRM. - **Real-Time Synchronization**: Privileges are automatically updated whenever user access changes, such as when a record is shared or a user is added to a team. - **Historic Folder Security**: Existing folders linked to Dynamics 365 CRM records will have their security privileges synchronized to maintain consistency. - **Support for Multiple SharePoint Sites and Folders**: Users can connect and manage files across various SharePoint sites and folders simultaneously. - **Drag & Drop Functionality**: A user-friendly interface allows for the easy upload of multiple files and folders through a simple drag and drop action. - **Link Generation**: Create anonymous links for documents to facilitate sharing outside your organization securely. - **Email Integration**: Send files as attachments or links directly from Dynamics 365 CRM, streamlining the process without the need for multiple clicks to download and attach documents. - **Comprehensive File Management**: Users can conduct deep searches, view, rename, and delete files within SharePoint, enhancing overall file handling capabilities.

Media

Media

Integrations Supported

Microsoft SharePoint
IRI Data Protector Suite
Microsoft Dynamics 365

Integrations Supported

Microsoft SharePoint
IRI Data Protector Suite
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

$995 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PDF Share Forms

Date Founded

2010

Company Location

United States

Company Website

www.pdfshareforms.com

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

bit.ly/3s90DdO

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

File Sync

Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization

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