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One of the most common automation requests I receive is how to generate formatted documents using SharePoint data. Whether it’s contracts, reports, or internal memos, Power Automate makes it possible to dynamically populate a Word document with data from SharePoint and other sources. In this post, I’ll walk through how to set up Word templates, use the Power Automate Word
STOP USING INFOPATH You can add real digital certificates to your InfoPath forms, but there are a few problems with them: They are not compatible with browser-based forms They don’t collect any real data that you can do anything with. So, for most clients I work with, they don’t need to have “real” certificates involved, and simply need to capture
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In two weeks, on July 20th, I’ll be doing a free online webcast with Idera! The gist is that I’ll show several different methods of approval ranging from InfoPath forms to inserting signatures, and will talk about their pros and cons. The presentation is called: Form Approval Process: Best Practices July 20, 2011, 12pm CST In your company, forms are
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