Live Forms Latest - This documentation is for Live Forms 9.0. v9.0 is a Cloud Only release. Not for you? Earlier documentation is available too.

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frevvo offers training seminars and classes for frevvo partners and customers. We are committed to ensuring your success.

See more details below and schedules for each course.

Need a little extra help?
Live Forms offers many features and configurations and though we make it easy for non technical folks to design forms and simple approval workflows sometimes you would like a little extra help. Our client services team can provide the expert guidance you need. Let us design and create your first form and workflow for you so you can focus on your other priorities. Please contact us and let us know how we can help.

Product Training

Product training is available for customers and partners.

Mini Training Sessions

This training provides core Live Forms product expertise to customers and partners in small easy to attend power packed mini sessions on specific key topics. Students will benefit from attending either a single session or multiple sessions. Mini Training sessions are currently free for all to join. Please contact us with questions.

Duration: 1.5 - 2 hours virtual instructor-led sessions

Cost: $0.0

Prerequisite: Some experience with the form and workflow designer is desired.

Enrollment:Click here to register for upcoming class dates.

Up Coming Sessions

Each 1.5-2 hour mini session focuses on one of the following topics:

  • Key Workflow Features - Roll up your sleeves and build a 3 step approval workflow! The class includes brief overview of the form designer, spaces, and access control.
  • How to design and build effective forms  - Take your form design ability to the next level. This class is great for both new and experienced form designers.
  • Business Rules for forms & Flow - See how to use the Visual Rule Builder to quickly add the most popular business logic to your forms without writing code. Learn tips from a frevvo expert.
  • Connecting forms to your database - Do you want your forms to read/write data from/to your own database like this customer form? Join a frevvo export for a quick! guided tour.
  • frevvo + Google Apps - Learn the ins & outs of integrating your forms with Google Sheets, Google Drive, and SSO.

More classes are being added...

  • Using the Filesystem connector - saves form submissions to your local filesystem and import into any Document Management System.
  • Workflow Design Paradigms, Tips & Best Practices -
  • Sharing forms/flows via Spaces
  • more coming...

New and Advanced User Workflow Training

Our multi-day workflow classes are for customers interested in designing and building workflows all the way from simple, moderate to complex. The sessions consist of a series of instructor led exercises where you'll roll up your sleeves to build and apply best practices in design and implementation of several workflows. All students receive a free account on our training tenant to work on exercises during the class. 

  • The New User Workflow Training is for anyone building their first workflow in frevvo. You'll design and build an approval workflow with a focus on the standard design features.
  • The Advanced User Workflow Training covers more complex workflow features, business rules, many different design patterns and testing scenarios .

Duration: Each class is conducted over three consecutive virtual instructor-led sessions running between 3-4 hours per session. 

Cost: $500 per class per student. Please contact us with questions.

Prerequisite:  Experience designing forms and writing basic business rules is required. You can fulfill this pre-requisite by attending the Mini Training Sessions series and working thru our self paced Online Tutorials.

Enrollment: Click here to register for upcoming class dates. Contact Us for additional dates.

You will learn in New User Workflow Training:

  • Basic thru advanced workflow design & configuration.
  • All aspects of how frevvo approval workflows function.
  • Common flow design paradigms and how/when to apply them to your forms/flows.
  • Introduction to flow designer features - task lists, notification emails, escalation & reminders, desktop & mobile.
  • How to configure your tenant users & roles for workflows.
  • Setup secure electronic and wet signatures. 
  • The difference between multi-step screen flows and workflows and when to use linked steps.
  • Setup Access Control to Submissions, Audit Trail and more
  • All aspects of task list and submissions search.
  • Best Practices for developing and deploying your workflows to Production.
  • Using Spaces to share flows.
  • Gaining key skills to solve flow design issues.
  • And much more...

You will learn in Advanced User Workflow Training:

  •  Advanced workflow design & configuration.
  • All aspects of how frevvo approval workflows function.
  • Common flow design paradigms and how/when to apply them to your forms/flows.
  • All flow designer features - task lists, notification emails, escalation & reminders, desktop & mobile.
  • How to configure your tenant users & roles for workflows.
  • Setup secure electronic and wet signatures.
  • How to include an approval step for someone outside your organization. (ex: purchase orders)
  • Setup Access Control to Submissions, Audit Trail and more
  • All aspects of task list and submissions search.
  • Best Practices for developing and deploying your workflows to Production.
  • Using Spaces to share flows.
  • Gaining key skills to solve flow design issues.
  • Testing and Debugging workflows
  •   And much more...  

Database Connector Training

Our 1/2 day frevvo Database Connector class is for customers interested in building forms/flows that read and write to their own custom database tables. This is a paid class that is run upon request and a 5 student minimum. This class uses a sample database. If you would prefer assistance with your own custom database tables, please contact your frevvo account manager to schedule a custom one-on-one help session with a frevvo client services team member.

Duration: 4 hours

Cost: $300 per student. Please contact us with questions.

Prerequisite:  Experience designing forms and writing basic business rules is required. You can fulfill this pre-requisite by attending the Mini-Training class series and working thru our self paced Online Tutorials.

Enrollment: Please contact us

You will learn how to:

  • Install the frevvo Database Connector
  • Configure the Database connector to connect to your external database
    • Edit the configuration file
    • Mapping HTML request to SQL queries
    • SQL Queries
    • Testing Queries via your browser
    • XSD Generation
  • Auto-generate frevvo forms from your database schema
    • Generate and Edit XML Schema
    • Create a Form from XML schema
  • Use frevvo forms to Create, Retrieve, Update and Delete records from your external database
    • Initialize form fields from database
    • Create and Update rows upon form submission

Client Services Training

We ensure your success with your new form and workflow applications. These classes are available to clients at the conclusion of their project with our team. They are customized with application specific details and delivered during the final project hand-off period.

Help Desk / Admin Training

Prepare your Help Desk person (staff) to assist your user community.

  • Assist users in signing into the tenant space.

  • Assist users in accessing and performing their tasks.

  • Troubleshoot task list and submission repository concerns.

  • Request changes to the application or user's profiles.

  • Understand the application including business logic and notifications.

  • Understanding when to reach out for product support.

Cost: Please contact us

Prerequisite: You have a competed form/workflow near to or in production use. 

Enrollment: Please contact us

Designer Training

Prepare your form designers to maintain and enhance your new form/workflow.

  • Understand your form and workflow design.
  • Understand the business logic and dynamic behaviors.
  • Understand all integration touch points.
  • Ability to diagnose issues and make fixes and enhancements to the form/flow/logic.
  • Ability to diagnose integration issues. 

 Note: If your frevvo application has complex business rules or deep integration (ex: database) the correct customer resource(s) must be identified to participate in this class. Additional training may be recommended (ex: frevvo database connector, frevvo workflows training).

 Cost: Please contact us

 Prerequisite: You have a competed form/workflow near to or in production use. 

 Enrollment: Please contact us

Partner Training

We strive to make our partners highly skilled frevvo experts capable of delivering top notch eform and approval workflow solutions to your customers.

Sales Seminar

This seminar is intended for frevvo resellers needing to quickly jump start their knowledge of frevvo sales tools and best selling practices. Sales people will learn the key value propositions and be able to clearly articulate the value & ease of use of Live Forms.

Duration: 1 hour

Cost: Please contact us

 

Enrollment: Please contact us

Curriculum:

  • Learn the Live Forms sales presentations
  • Learn available sales tools
  • Become familiar with the sales demos
  • Learn to qualify leads
  • Questions & Answers
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