When a company starts a SharePoint project, they frequently concentrate on document management at first. Most SharePoint project budgets frequently go into creating new sites and transferring documents to them. Getting document management right does make sense, but it’s also critical to demonstrate to stakeholders that the solution is much more than just a place to store documents.

One of the most overlooked SharePoint functionalities is its integration with Microsoft Forms. Microsoft Forms is an online form builder software that allows you to easily create customizable, easy-to-use forms, polls, or questionnaires. Since its release, it has become for some organizations an integral part of its operations and processes (both internal and external).

Continue reading “How To Improve Your Business Efficiency Using Forms with SharePoint”

No matter how anti-tech you are, unless you’re Amish, you need to use the internet daily, whether to conduct your business, stay in touch with loved ones, or for educational purposes. The internet is a wonderful place full of information and possibilities but also It is a place where if you do not take the necessary precautions when sharing information, you could be putting yourself at risk.

Continue reading “The Best Way to Send Documents Securely Online”

Companies nowadays store and handle all kinds of data about their customers. The power of digital record keeping means that your business can store more detailed kinds of information, and in larger quantities than ever before. Naturally, your customers trust your business to keep their information safe, and this is of the utmost importance for any business if it wants to remain viable.

Continue reading “Client Confidentiality: Can Your Customer Trust Your Organization with Their Information?”

Through the first few years of your career, you may need to write several types of professional emails to request assistance with various tasks. These emails might be an important part of getting information that can help you complete a project or gain knowledge from others in your company.

In this article, we’ll explain how to write a professional and effective request email. We’ll also offer steps to assist you in writing your email and a sample email for requesting documents that you can use as a model.

Continue reading “How To Write a Professional Request Email (Using An Email Request Template)”

Tax season is coming! And some people are finishing up their federal and state income tax returns in large numbers.

They eventually will complete the paperwork and have it prepared for submission. If you prepare your taxes online or with the help of online accounting, you might be tempted to send tax documents by email. It is simple, easy, and convenient you can save time and you will be able to meet your next tax deadline.

Continue reading “How To Safely Send Your Tax Documents for Your Next Tax Declaration”

File Request Pro provides you with an easy way to gather support requests from your customers.  It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations.

Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? Make sure to check out our article about it.

Use File Request Pro to quickly create one-page or multi-page customer support forms that give your team the information they need to deal with customer problems.

Continue reading “An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments”

File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature.

Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? Make sure to check out our article about it.

Use File Request Pro to create one-page or multi-page upload forms with your company branding using our form builder.

Continue reading “A Simple, No-Code Alternative to Salesforce’s Web-To-Lead Feature”

Looking to build forms for your clients that are compatible with your Salesforce organization?

You have a number of options, depending on your use case and budget.  Salesforce has two basic features for creating specific forms.

Continue reading “Salesforce Forms (How to Guide)”

Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.

Continue reading “How to Create Simple and Customisable Forms for Salesforce”

Having loyal customers is a very important asset for any business. Customers who are satisfied with your services or products tend to be of higher value for your company, being more likely to have repeat purchases and generating more revenue for the business.

Continue reading “Building a Customer Loyalty Program and Ensure to Keep Them Always in Touch”