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www.pdfshareforms.com Presenter: Dmitry Ivahno
PDF SHARE FORMS
PDF forms and SharePoint are better together
InfoPath Retirement:
A business case for PDF Forms
3/19/2014 2
Agenda
• Company
• Future of SharePoint forms
• PDF Forms for SharePoint overview
• Demonstration
• Q&A session
3/19/2014 3
PDF Share Forms Company
• Since 2010, privately held
• Headquarters in Irvine, California, USA
• The World’s leading PDF forms integration company
• Awarded in 2013 - “Best SharePoint intranet/extranet solution”
3/19/2014 4
Microsoft Announcement
• InfoPath Retirement announcement
• SharePoint Conference 2014 – forms roadmap
• Excel Surveys (FoSS)
• SharePoint List Forms (FoSL)
• Structured documents
• App Forms
3/19/2014 5
Streamlined technical product roadmap
© Microsoft 2014. SPC Conference 2014
3/19/2014
3/19/2014 6
Should you panic?
• No, but you should learn!
• “Small” caveats:
• Will Microsoft provide migration tools for InfoPath?
Microsoft doesn’t know yet, they are evaluating various options to
aid in migration. Third parties may provide tools
• “Available today” does not mean fully featured:
• Access Apps available today… with limitations: no SharePoint
workflow support, weak data synchronization with SP, only live
changes (no test mode)
3/19/2014 7
Lessons learned
• Good: Microsoft embraces an iterative feature introduction
• Bad: It will be a while before fully features forms are avail
• Good: Focus on SharePoint Online first, then OnPremise
• Bad: No code behind even will no be supported
• Good: Radical technology changes?
• Bad: Migration is a risk
3/19/2014 8
Why PDF forms
• PDF is a standard
Widely used by US federal and local governments. The same in Europe & AU
• Rich and structured documents that print well
• Close integration with SharePoint
form attachments automatically uploaded to document library
• Cross-platform
works virtually on any device, where free Adobe Reader exists
• Great for offline and mobile scenarios
3/19/2014 9
Why PDF forms (continued)
• Works with anonymous form submissions
• Native support for digital signatures
• Support for touch actions in Adobe Reader Mobile:
ink signatures, annotations
• Support of multiple workflow applications
SharePoint, Nintex, K2
• Non-modal “contextual” interface
• PDF forms can be created and maintained in various tools:
Microsoft Word, Microsoft Excel, Adobe LiveCycle Designer
3/19/2014 10
Limitations
• Works only with SharePoint
• Form controls are rich but limited to PDF technology
• Dynamics forms have limited support in Adobe Reader Mobile
• Complex data mapping may require C# scripting
• Customization is limited to JavaScript support in Adobe Reader
and C# for server-side scripting
3/19/2014 11
PDF Share Forms for SharePoint
Provides easy integration of PDF fillable forms with SharePoint
Empowers organizations to reuse existing forms in SharePoint
3/19/2014 12
PDF Forms with SharePoint
3/19/2014 13
There is more than one alternative
3/19/2014 14
PDF forms and SharePoint are better together
Demonstration
www.pdfshareforms.com
info@pdfshareforms.com
3/19/2014 15
PDF forms and SharePoint are better together
Questions and answers
Join us at European SharePoint Conference 2014
in Barcelona, May 5-8th
www.pdfshareforms.com/events

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Microsoft Retires InfoPath. The business case for PDF Forms in SharePoint

  • 1. www.pdfshareforms.com Presenter: Dmitry Ivahno PDF SHARE FORMS PDF forms and SharePoint are better together InfoPath Retirement: A business case for PDF Forms
  • 2. 3/19/2014 2 Agenda • Company • Future of SharePoint forms • PDF Forms for SharePoint overview • Demonstration • Q&A session
  • 3. 3/19/2014 3 PDF Share Forms Company • Since 2010, privately held • Headquarters in Irvine, California, USA • The World’s leading PDF forms integration company • Awarded in 2013 - “Best SharePoint intranet/extranet solution”
  • 4. 3/19/2014 4 Microsoft Announcement • InfoPath Retirement announcement • SharePoint Conference 2014 – forms roadmap • Excel Surveys (FoSS) • SharePoint List Forms (FoSL) • Structured documents • App Forms
  • 5. 3/19/2014 5 Streamlined technical product roadmap © Microsoft 2014. SPC Conference 2014 3/19/2014
  • 6. 3/19/2014 6 Should you panic? • No, but you should learn! • “Small” caveats: • Will Microsoft provide migration tools for InfoPath? Microsoft doesn’t know yet, they are evaluating various options to aid in migration. Third parties may provide tools • “Available today” does not mean fully featured: • Access Apps available today… with limitations: no SharePoint workflow support, weak data synchronization with SP, only live changes (no test mode)
  • 7. 3/19/2014 7 Lessons learned • Good: Microsoft embraces an iterative feature introduction • Bad: It will be a while before fully features forms are avail • Good: Focus on SharePoint Online first, then OnPremise • Bad: No code behind even will no be supported • Good: Radical technology changes? • Bad: Migration is a risk
  • 8. 3/19/2014 8 Why PDF forms • PDF is a standard Widely used by US federal and local governments. The same in Europe & AU • Rich and structured documents that print well • Close integration with SharePoint form attachments automatically uploaded to document library • Cross-platform works virtually on any device, where free Adobe Reader exists • Great for offline and mobile scenarios
  • 9. 3/19/2014 9 Why PDF forms (continued) • Works with anonymous form submissions • Native support for digital signatures • Support for touch actions in Adobe Reader Mobile: ink signatures, annotations • Support of multiple workflow applications SharePoint, Nintex, K2 • Non-modal “contextual” interface • PDF forms can be created and maintained in various tools: Microsoft Word, Microsoft Excel, Adobe LiveCycle Designer
  • 10. 3/19/2014 10 Limitations • Works only with SharePoint • Form controls are rich but limited to PDF technology • Dynamics forms have limited support in Adobe Reader Mobile • Complex data mapping may require C# scripting • Customization is limited to JavaScript support in Adobe Reader and C# for server-side scripting
  • 11. 3/19/2014 11 PDF Share Forms for SharePoint Provides easy integration of PDF fillable forms with SharePoint Empowers organizations to reuse existing forms in SharePoint
  • 12. 3/19/2014 12 PDF Forms with SharePoint
  • 13. 3/19/2014 13 There is more than one alternative
  • 14. 3/19/2014 14 PDF forms and SharePoint are better together Demonstration
  • 15. www.pdfshareforms.com info@pdfshareforms.com 3/19/2014 15 PDF forms and SharePoint are better together Questions and answers Join us at European SharePoint Conference 2014 in Barcelona, May 5-8th www.pdfshareforms.com/events