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Overview: Why Electronic Signatures Matter in SharePoint In many business processes (especially in regulated industries like healthcare, finance, and manufacturing) it’s not enough to have a user fill out a form. You need traceability, accountability, and assurances that the right person signed off on specific data at a particular time. While...

Introduction: Why Alert Configuration Matters Effective communication is essential in business—especially when it comes to system notifications and alerts. For teams relying on Infowise Ultimate Forms to generate alerts in SharePoint and across Microsoft 365, a little setup goes a long way. Proper configuration ensures that alerts are sent...

Efficiency is king when it comes to building SharePoint solutions. Whether you are an experienced developer or brand new to SharePoint forms, being able to build quickly and efficiently is essential. Infowise Ultimate Forms provides the ultimate form building experience packed with loads of features to speed up your process. It is easy to begin...

Introduction: Enhancing SharePoint’s Lookup Columns Lookup columns in SharePoint are incredibly useful. They allow you to maintain key data (like suppliers, contacts, or products) in one centralized location. You can then reference it in multiple lists. It’s a core architectural pattern that ensures consistency, avoids duplicate data, and helps...

What is Ultimate Forms? Ultimate Forms is a no-code/low-code solution designed to enhance SharePoint's capabilities by allowing users to create dynamic business processes, forms, and workflows without requiring programming knowledge. It provides a comprehensive set of tools, including custom forms, automation, notifications, permissions control,...

Project management doesn’t have to be hosted in purpose-built software. SharePoint is widely used, highly extensible, and often already at your team's fingertips. And it provides a surprisingly robust foundation for managing projects across industries. Here are six compelling reasons, with added insights into how Infowise Ultimate Forms elevates...

Introduction: From Manual Routines to Intelligent Automation SharePoint workflows and scheduled tasks often require custom code or complex setups. Manual processes, like generating reports or enforcing overdue status updates, can slow teams down. Then there’s the challenge of printing SharePoint lists: awkward formatting, manual copy-paste to...

The Problem: Unstructured Data Doesn’t Belong in SharePoint Effectively managing information from external sources, such as emails or databases, can feel like patchwork. Manually copying content from emails into SharePoint, or reimporting data from SQL, is repetitive, error-prone, and time-consuming. Built-in SharePoint tools offer limited...

Having a shared calendar in SharePoint is essential to every organization. Unfortunately the out of the box SharePoint calendar is very limited. It is common to see posts on community message boards asking for more SharePoint calendar options. Luckily the Infowise Ultimate Forms Custom Calendar is loaded with features that cover all kinds of...

Introduction: Making SharePoint Relational SharePoint is great, but it's not inherently relational. That’s where the Associated Items column of Infowise Ultimate Forms fills the gap. Designed to turn SharePoint lists into application-style data structures, it lets you: Create related items (tasks, line entries, documents) right from the...

Today I'm going to show you how to create a fully functioning regulatory Read & Sign system in just a few minutes. Just a few words as a background: various regulatory agencies, such as FDA, require certain documents, say SOP's, to be regularly read by employees to ensure compliance with company policies. Achieving employee compliance with these...

The Challenge of Alert Overload If you're managing a busy SharePoint environment, you've likely faced this problem: too many notifications churning through your inbox. Each time someone adds, modifies, or deletes an item (or when date-based triggers fire) you receive separate emails. Pretty soon, it turns into noise, and alerts start being...

The Frustration of Filtering SharePoint Lists Any seasoned SharePoint user knows how clunky filtering lists or document libraries can be. You click a column header Scroll through dozens of values Select one which filters the view But then you want to filter again, perhaps by a different column. Each step takes you back to the full...

The Frustration of Filtering SharePoint Lists Any seasoned SharePoint user knows how clunky filtering lists or document libraries can be. You click a column header Scroll through dozens of values Select one which filters the view But then you want to filter again, perhaps by a different column. Each step takes you back to the full...

Why Manual Document Check-Ins Fail Teams Picture this: your team uploads dozens, or even hundreds, of documents into a SharePoint library, but leaves them checked out. Others can’t view or edit them. Versions stagnate. Visibility suffers. You race to manually check each one back in, only to be slowed by confirmation windows and ribbon navigation....

A Smarter, More Consistent Approach to SharePoint IDs Many organizations use SharePoint to handle structured business data. It is especially true in environments like law firms, banks, insurance companies. These and other  organizations must categorize documents and items consistently. It is well-known how time-consuming it can be to manually...