Are you finding it difficult to manage digital record keeping whilst trying to support users to adopt the practices?
Applying retention policies to content in SharePoint Online remains a massive headache for records managers.
Imagine the benefits of being able to expose a digital form inside the easy to use SharePoint Online [Office 365], whereby having the ability to capture data and attach documents in real time, save the data directly to HP Records Manager in order to comply with all record keeping practices?
Too good to be true? Think again.
Watch the video above on how this can be achieved using K2 smartforms
In this scenario we will demonstrate a K2 form embedded into SharePoint, attaching documents directly from HPRM (TRIM), generating PDF documents, creating records in HPRM.
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Manager, Marketing and Channel Development at K2