Netformx Adapter for SharePoint

Increase organizational productivity and dramatically reduce time spent managing customer projects with the Netformx Adapter for SharePoint

Projects created with Netformx DesignXpert® are automatically maintained in Microsoft SharePoint, which becomes the single repository to track all project files, documents, and metadata including owner, quote value, state and check out status. Synchronizing opportunities between Netformx DesignXpert and SharePoint directly improves collaboration between account team members by ensuring everyone is accessing up-to-date and accurate information. Netformx DesignXpert integrated with SharePoint delivers a solution for complete project management by leveraging SharePoint workflows, policies and reporting capabilities.

SharePoint is a leader in search, portals and enterprise content management used worldwide for collaboration file sharing and web publishing. The Netformx Adapter delivers out-of-the-box synchronization to take advantage of the powerful features available in SharePoint and better integrate DesignXpert into a company’s document management program. Netformx DesignXpert® Gold Edition and Platinum Edition users who purchase the Adapter can link their projects with SharePoint to reduce manual, error-prone processes by taking advantage of capabilities including:

• Manage check in/out process including minor and major versioning
• Enable download and upload of complete project files to and from SharePoint
• Populating individual SharePoint fields directly from DesignXpert
• Synchronize project metadata and documents
   

The Netformx Adapter for SharePoint ensures continuity through a project’s lifecycle from initial engagement to deployment which is beneficial for both individual users and management. Additionally, previously created projects are easily reused and the ability to access the latest versions saves valuable time. Users have the flexibility to associate Netformx DesignXpert projects with any SharePoint library. Once the initial setup is completed users can share all designs, BOMs, reports and related opportunity information directly through SharePoint.
 

Prerequisites

Installing and using the Netformx Adapter for SharePoint requires a valid license of the following:

• Netformx DesignXpert Gold Edition or Platinum Edition
• Microsoft SharePoint 2007 or 2010

Netformx offers professional services to assist with the initial deployment and in the event further customization is required.


Contact your Netformx account manager today for more details or call
+1-888-743-6769/1-408-423-6600 to speak with a Netformx sales representative, or e-mail sales@netformx.com.
 

 

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