SharePoint

Turning SharePoint into a secure information system with public & internal forms and document generation

Content type Webinar

Presenter Katrina Frolkina, Catalin Soca

Date + Time Tue, Nov 3 2026 2:00 PM CET

About this Webinar

Turning SharePoint into a secure information system with public & internal forms and document generation

Webinar Description / Agenda –

What does it take to build a single SharePoint system that runs complex business processes, serves both internal and external users and safeguards highly sensitive data?

In this session, we’ll look at how a real production system was built for the Romanian Order of Architects (SIOAR). It serves around 14,000 architects and manages years of project data across more than 150 SharePoint lists. Security and flexibility were core requirements from day one, because the system holds information on both public and non-public buildings.

In our live demo, we’ll explore how the SharePoint environment was extended with:

• dynamic public and internal forms

• role-based data access

• custom validation

• Power Automate workflows

• automated document generation

We’ll also share some of the architectural decisions, technical approaches, and lessons learned from building a large-scale SharePoint solution that needed to remain flexible as requirements evolved.

Benefits of attending the webinar ––

• Learn practical ways to give external users controlled access to selected SharePoint data

• See how validation, permissions, and Power Automate can strengthen security across SharePoint processes

• Learn how to build advanced SharePoint forms with custom logic, conditional behavior, validation, and different form views based on user role

• Walk away with a reusable approach for managing a multi-stage SharePoint process, from initial form submission through permission changes and approvals to document generation

Is there a demo? – Yes. The webinar will show a live demo of a SharePoint system, demonstrating how public and internal forms, validation, permissions, Power Automate workflows, and document generation are combined into a complete business process.

Agenda:

• Real-world use case: requirements, constraints, and solution choices

• Connecting external users to SharePoint securely

• Building dynamic SharePoint forms with advanced logic and validation

• Managing permissions and multi-stage workflows with Power Automate

• Generating documents from SharePoint data

• Security and implementation lessons + Q&A

Experience Level

200-300. The webinar starts with intermediate level demo and includes some advanced implementation details.

Audience

BusinessDecisionMaker , Developer , EndUser , maker

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