This video will guide you through the process of installing PDF Share Forms Cloud and required steps, if you do not have SharePoint administrative rights.
If you are a SharePoint administrator for Office 365, then this guide is for you.
Before you can proceed to app installation, we recommend you to turn to your SharePoint site administrator to ensure it is allowed to install third party apps to your SharePoint online server. So, if you do not have administrative rights and your server allows app installation, let’s proceed to installation.
First, let’s open SharePoint team site (or any other site, where you want an App to be available).
If new SharePoint experience is active by default, we advise to switch back to the classic view.
Now we can try to add an App in SharePoint Online, and this will guide us to some administrative steps we need to do.
So, let’s put PDF Share Forms in a search field.
Since we never installed this app before nothing is found on the site, but there are options in the SharePoint Store.
Let’s open it.
Ok, here we go. Click on PDF Share Forms icon.
App page opens, but we can see a notification that only administrators are allowed to install apps, and we need to request approval from administrator.
We can put a description, why we want to install this App. This information will be sent to the administrator.
Administrator will accept or reject this request once received. At this step we will need to wait his or her decision for a while.
Once approved, we are ready to go back to the store. Refresh a page. Add the App to a SharePoint site.
So, let’s do it.
Just follow instructions on the screen.
And wait a bit. Application will be ready to run in couple of minutes.
Run PDF Share Forms Cloud
On the first run we will see some splash screens with product related information.
We should also select a sample form template for the first run. Let it be an Inspection form.
On the next screen we need to finalize our setup and select a country and input contact e-mail. In about 30 seconds the installation will be complete.
The last step before we can run our first sample form – let’s select a library, where we want to deploy a new form template. Few seconds left and we are ready to run.
Now new form opens.
Let’s input some information here to take a fast look how PDF Share Forms Cloud works. I will put some checkmarks and submit the form.
Few seconds and it is done – Information and the form itself are saved in SharePoint library.
We can review all the responses we have up to this moment directly in a library or using PDF Share Forms Cloud dashboard.
We hope you like this tutorial. If you have any questions, please contact us at firstname.lastname@example.org