2. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Susan Horiuchi is vice president of training with PayneGroup. In addition to leading her team of international trainers and project leads, Susan travels to client sites around the world providing high-end technical training, project management and consulting services. Susan is a contributing author of the Word for Law Firms and Excel for Law Firms book series published by Payne, is a contributing author to legal and technical publications, and is a speaker at legal and technical conferences. Susan is a Microsoft Certified Trainer and Application Specialist. Leah Matthews is a senior developer at PayneGroup. She also performs migration consulting, project management and training services. Leah has also been a speaker at ILTA annual conferences for the past several years. Leah has a BS degree in Computer Information Systems and is a Microsoft Certified Professional in Office XML and a Certified Expert in Word. Leah has worked in the legal field for over 20 years, specializing in migration services and application development. She has been with PayneGroup for the past ten years.

3. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com An electronic forms program Provides rapid form development Design once for use in client application and browser Supports various programming languages: VBScript, Jscript, C#, Visual Basic Reduces data re-entryIndividual desktop applicationIncluded with Microsoft Office Ultimate, Professional Plus and Enterprise

4. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Stores forms as XML files Integrates with other applications:

5. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Must use with the client application or a web browser to fill out form (no free reader download available) SharePoint is required to host browser forms Technical knowledge is required for complex forms (familiarity with XML, XPath and XSL as well as scripting or.NET knowledge)

6. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com 93 attys “We use InfoPath every day for every form we use internally. We have practice applications front ended with InfoPath, matter intake process and soon docket.” 500 “We use InfoPath for most of the task forms used in our workflow applications.” 395 “We are using InfoPath for our expense-related forms, firm surveys and questionnaires.”

7. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com InfoPath Forms are XML files that are linked to InfoPath templates (.XSN files) The form must be published Fill out forms using the InfoPath client, a browser (requires InfoPath Forms Services installed and enabled on a SharePoint server), or Outlook

8. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Import from Word or Excel (DEMO 1)

9. Ways to Create Forms Create using.NET either as an Add-in or as a template

10. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Create within the InfoPath client (use a blank form, wizard or combination of template parts)

11. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Submitting a form Creating views Repeating tables Hide or show part of the form based on answers to questions Adding controls Layout options

12. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Only the developer needs the InfoPath clientInfoPath Forms Server must be installedInternet-connector licenses necessary if deploying on external-facing websiteNot every feature is availableDesign checkerSupports many browsers

13. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Pull data into a form from an outside source, send data out or do both

14. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Submit Database Web service

15. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Retrieve data Submit data Change data (DEMO 4)

16. Copyright © - 2009 - Payne Consulting Group, Inc. www.payneconsulting.com Leah Matthews LeahMatthews@payneconsulting.com Susan Horiuchi SusanHoriuchi@payneconsulting.com PayneGroup Headquarters – Seattle, WA 206-344-8966 www.payneconsulting.com Sponsored by ILTA's User Support Peer Group