Pricing
Features
Templates
Project Management
Manage and track customers, projects, tasks and work hours
HR Recruitment Process
Multi-stage process of candidate evaluation and hiring
Sales Quote Generator
Create, manage and print sales quotes from a SharePoint list
Help Desk
Internal company help desk with knowledge base
SOP Read and Sign
Regulatory Read and Sign process for standard operating procedures
Expense Reimbursement
Get reimbursement for your business expenses
Leave Request
Manage employee leave requests and approval
Lead Management
Manage and nurture sales leads
Audit Management
Manage regulatory audits and findings
RFP Management
Manage Request for Proposals lifecycle
Room and Equipment Reservation
Manage reservations of conference rooms and other resources
Employee Training
Manage your employee courses, registrations and feedbacks
Bug Tracker
Track software bugs and their resolution
Vehicle Reservation
3 step company vehicle reservation process
CV Submission
Upload a CV and apply for a position
Hundreds more →
Resources
Partners
Find an implementation partner in your area or become a partner
Webinars
Register for upcoming webinar or view recordings of past webinars
Blog
Read about new features, industry examples and trends
Training
Sign up for instructor-led training and become an expert fast
Tutorials
Accomplish common tasks easily with step-by-step instructions
Documentation
Learn in depth about every feature of our product
Support
Browse online support resources or open a support ticket
Contact Us
Contact us with your questions, suggestions and concerns
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TUTORIALS
See it with
your own
eyes
Kickstart Training
Kickstart Training Overview
Site Setup
List Setup and Initial Form
Form Building - Part 1
Form Building - Part 2
Form Building - Part 3
Form Building - Part 4
Form Building - Part 5
Form Building - Part 6
Form Building - Part 7
Email Alerts Setup
Getting Started
Differences Between Infowise UltimateForms for Microsoft 365 and On-premise Versions
Creating a site from a Business Solution Template
Kick Start Training
Form Designer - Make a Basic Form
Build it Now - Expense Reports
Build it Now - Form Designer
Build it Now - Approval System (Classic)
Build it Now - Charts (Classic)
Build it Now - Notification and Escalation System (Classic)
Build it Now - Process Diagram with Workflow (Classic)
Build it Now - Reservations System (Classic)
Build it Now - Timesheets (Classic)
Expense Report with One Approval (Classic)
Vacation Report with One Approval (Classic)
Actions
Smart Actions in Infowise UltimateForms for SharePoint
AND / OR Conditions
Create List Item Action
Delete Items Action
Send Email Action
Update Action
Create a List/Library Action
Copy List Item Action
Create a Site Action
Manage Permissions Action
Check if field value changed
Create a history section
Action History
Alerts
What to Send
Introduction
Best Practices
When to Send
Recipients
Mail Templates
Working with Dates
Time and Date Functions
Introduction
Build a dynamic Today field
Today field date comparisons
Form Designer
Moving, Adding and Removing Fields
Form Builder - Basic Styling
Rules to Control Form Element Behavior – Form State
Using Grid Design to Fine-Tune Form Layout
CSS for the Modern Form Designer – a Closer Look
Create a Public Facing Form
Associated Items Button
Tabs and Tab Permissions
Enabling the Display All Columns Tab (Classic)
Create a Tabbed Interface
Tab / Field Permissions (1/3) (Classic)
Tab / Field Permissions (2/3) (Classic)
Tab / Field Permissions (3/3)
General Settings (Classic)
Multiple Columns (Classic)
Fragments - Inserting Custom Diagrams in Forms (Classic)
Manual Form Layout (Classic)
Use SharePoint Group Permissions (Classic)
Views and View Customization
Color Choice as a status indicator
Load a custom icon library
Add Forms to Microsoft Teams
Validation
Validate a signature field
Introduction
Advanced Column Permissions
Signature Field
Adding a Signature Approval for List Changes
Hide fields to simplify the Add form
Item IDs
Introduction
Create Item IDs using a seed value
Associated Items
Introduction
How to Set up Associated Items
Revealing Associated List Information with Modern Form Designer
Print Formatting
Calendar Print Template
Adding Parameters to Print Template
Custom Print Headers and Footers
Charts, Filters and Other Web Parts
Creating a Rollup (O365)
List Filters (On premises)
Rollups (On Premise)
Filters (O365)
List Search Filter by View
Charting in Office 365
Column Chart
Bubble Chart
Funnel Chart
Pie Chart
Point Chart
Range Column Chart
Spline Chart
Stacked Chart
Event Calendar
Basic Event Calendar Office 365
Basic Events Calendar On-Premise
Email Approvals
Introduction
Setup Sharepoint List
Setup Email Import
Testing
Connected Fields
Creating a Master- Detail Lookup Column with On-Premise Infowise
Voting Fields
Creating a Voting Column
Setting an Owner Column
List Search
List Search Setup
