Model-Driven Processes Automation for SharePoint
                          Document Life Cycle, Workflow and Web Forms without Programming
   
  Home Products Innovation At Work About Us Contact Us
Products
» DocEx
   › MS Plugins
» FormEx
   › Dev. Extensions
» DynEx
» Designer
» Rule Engine (InRule)
Video Overview
System Requirements
Data Sheet
Schedule a Web Demo
Let us answer your questions in an interactive web-based demo.
See a Presentation
Download a presentation and view it at your leisure.
Size: 3.14 MB
See Your Process In
Action Before You Decide
Let us configure & demo your own custom process before you decide.

ShareVis Feature List
  • Assignment Integration with Outlook/SharePoint Task Lists - ShareVis assignments can now be integrated into your Outlook 2007 and SharePoint task list.
  • Offline Forms - Complete Infopath forms offline forms and email them to the ShareVis server to automatically initiate the process.
  • Process Status and Assignment Status Lists - Automatically collect and update workflow data from single or multiple sources into a regular SharePoint list.
  • Bulk Approval - Enables designated form processes to be approved with a single server operation instead of accessing each individual form.
  • Integration with SharePoint-Extended Web Applications - Installer support for integrating to additional SharePoint-extended Web Applications.
  • Dynamic Web Service Participant Resolver - Allows for Ajax queries of potential participants based on arbitrary criteria.
  • New Version 5.0!
    Get details on new features and enhancements in ShareVis 5.0 software.
  • Paging/Scrolling Enhancements - New overflow paging and scrolling options in the standard ShareVis Web Parts.
  • Web Part Display Enhancements - Many others options for display in the standard ShareVis Web Parts.
  • Faster Web Part Rendering - Support for Ajax-style menus for faster initial Web Part rendering.
  • Web Part Customization Enhancements - More accessibility support in the standard Web Parts.
  • Form Library Enhancements - Support in the Form Library Web to point to a foreign site as the form definition repository.
  • Chart/Graph Enhancements - A new width and height setting in the standard charts allows for expanding the chart to show many users.
  • Form Validation Control - Form Validation Control allows for advanced inter- and intra-field validation in forms.
  • URL Control - URL Control allows better support for putting links based on form or query data into a form.
  • SharePoint User Map Control - SharePoint User Map Control allows look up in SharePoint of users and their profile information.
  • Attachment Control Enhancements - Attachment Control can now restrict to a minimum and maximum number of attachments.
  • Reassignment Enhancements - Support for reassigning a swimlane in the Workflow Participant Control.
  • Customizable Lookup Window - Better control over the look and feel of the Lookup Control popup window.
  • Header/Footer Print Options - Support for headers and footers in printable views.
  • Embedded Plug-ins - Support for "Embedded Plug-ins" within a form.
  • JavaScript Support - Support for Javascript buttons in forms.
  • Conditional Formating of Form Fields - Support for conditional read-only form fields.
  • Repeating Section/Table Enhancements - Changes to repeating sections and tables to work more like native InfoPath.
  • Data Connection Enhancements - Support for XML return type in an InfoPath Web Service data connection.
  • Form Copy/Resubmit Enhancements - Support for enabling/disabling the ability of users to copy and resubmit forms.
  • IMAP Mail Box Purge - Support for purging IMAP mail boxes in the offline form and email approval processors.
  • Customization of Styles/CSS - Support for custom styles or completly custom CSS.
  • Form Layout Customization - Support for enabling/disabling SharePoint margins in a form.
  • SMTP Authentication - Support for SMTP authentication.
  • Error Logging Enhancements - Removed 'iisreset' requirement when tenabling/disabling logging, or when modifying Configurator options.
  • SVADM Enhancements - New operations in svadm: exportprocesses, exportassignments, unmarkinactiveprocesses, querysvservice, setsvservice
  • SVMigrate Enhancements - Upgrades to svmigrate now allow a map file to be specified to move your ShareVis/SharePoint data to different points in a site hierarchy.
  • Connection Test - Validate SharePoint sites and ADO.NET connections.
  • Designer Context Menu - "Right click" context menu support in the Designer editors to display available fields, nodes, and functions.
  • Form Pre-Processing - Support for background pre-processing of large forms.
  • Notification Management - Finer grained control over which emails are sent by the system.
  • New Variables - $Site.Url, $Site.ServerRelativeUrl, and $Site.Authority and new function $Format, for formatting dates and numbers.
  • Toggle Form Field Synchronition - enable/disable the automatic form field synchronizing of exported SharePoint fields, allowing the workflow to explicitly manage the synchronization.
  • SharePoint 2007 Integration - ShareVis now fully supports SharePoint 2007 (ShareVis 3.0 also works with SharePoint 2003).
  • Use Previous Assignees - Automatically select users that participated in the previous routing of a document.
  • Override Duration - Modify a tasks due date on the fly.
  • Auto-Rename Uploaded Documents - Configure a naming scheme to automatically rename uploaded documents.
  • Copy Form - Start new form with data from a previously completed one.
  • Form Hierarchy Control - Start a form from within a form.
  • Query Control - Query data from an OLEDB, ODBC, LDAP, or SharePoint List data source.
  • Form Data Exchange Control - Push and pull data from one form to another.
  • Email Notification Attachments - Include attachments, documents, and a form in email notifications.
  • Document Monitor - Automatically route a document when an expiration date is reached.
  • ShareVis Web Part Views - Customize the items displayed in ShareVis Web parts with SharePoint views.
  • CSS Support in Notifications - Full CSS support for customizing email notifications.
  • Pre and Post Workflow Form Views - Assign a specific view when a form is started and when it is accessed after workflow completion.
  • Expanded Lookup Support - Lookups can now be based on an a Web Service and/or SharePoint List.
  • Web Service Plugin - Integrates a Web Service into a workflow.
  • Show Sites Option - Toggle the Task List to display tasks from a single site or all sites that a user is a member of.
  • Form Process Launch Plugin - Launches another separate form and process during a workflow.
  • Charts & Graphs - Administrators can view process-related metrics via charts and graphs.
  • Printer Friendly Forms - Printer friendly view allows you to print a form and it's workflow history or just the form.
  • Form Delegation - Forms can now be completed, initially, by a delegate. The user, on whose behalf the form is completed, is then notified of this and allowed to review the form.
  • Copy Form Plugin - Creates a self-contained copy of a form and deposits it in a system directory and/or SharePoint Document Library.
  • Disposition Challenge - A security feature that requires the user to re-enter their user name and password when completing their task.
  • Hidden Form Fields - Protect sensitive data in a form on a field-by-field basis, keeping their values on the server.
  • InSightGroup Evaluator - Evaluates whether the current user is in a given SharePoint Site Group. This feature can be used to direct the workflow through conditional transitions.
  • Custom Participant Resolver - Full support for custom participant resolvers, allowing for the implementation of any business logic to determine the participants in a workflow.
  • Web Service Participant Resolver - Use a Web Service to resolve the participants in a workflow.
  • ADO.NET and ODBC Workflow Participant Resolver - Query external data sources to set workflow assignments.
  • Active Directory Participant Resolver - ShareVis products can leverage Active Directory to set workflow assignments. This feature works with SharePoint Portal or the standard SharePoint WSS install.
  • Value Set Node - Nodes in a workflow can now insert data into a form.
  • Save Assignment - Uncompleted assignments can now be saved and completed at a later time.
  • Plugin Registry - The Plugin Registry allows selection of plugin functionality through a dropdown menu in Designer instead of entering assembly and class names.
  • Email Approval - Designate a steps in the workflow to be approved via email, and the document or form in question will be attached to the notification email. Approval, rejection, or completion can be done by replying to the email with comments.
  • Automatic Approval - Specify a period of time that an assignment can be active, and once that period has elapsed, the system will automatically approve the assignment, noting that it was automatically approved.
  • Mobile Device Approval* - Approve or reject a task by replying to the email with a mobile device.
Outlook 2007 Integration
Bulk Approvals
Offline Forms
Form Validation Control
Enable/Disable Margins
Designer Context Menu
SharePoint 2007 Integration
Web Part Configuration
Launch a Form Within a Form
Form Data Exchange
Auto-Rename Uploaded Docs
Email with Form