SmartForms enable you to manage business processes from Microsoft Word, without having to be logged into Primavera Unifier. With SmartForms, you can update XML templates in a desktop application like Microsoft Word to create new workflow or non-workflow BP records. You can also update existing in-progress workflow records from Word and then upload the records to Primavera Unifier. You can use SmartForms to work with business processes at the project, shell, or company level. Any business processes that can be updated through Web Services work with SmartForms.
The Primavera Unifier SmartForm Application is a Primavera Unifier plug-in that allows you to integrate Primavera Unifier's SmartForm functionality with Microsoft Word. SmartForms offers the following benefits:
| • | SmartForms allows you to create or update business process forms from Microsoft Word without having to be logged into Primavera Unifier. |
| • | SmartForm templates can be forwarded to non-Primavera Unifier users to enter data, which can later be uploaded into Primavera Unifier by a Primavera Unifier user to create or update business process records. |
| • | Existing templates can be modified to work with Primavera Unifier |
| • | Forms can be printed for a legible paper presentation |
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