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- Key Workflow Features - November 16, 2015 - Click here to register now
- Business Rules for Forms - December 7, 2015 - Click here to register now
- other dates coming soon...
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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.
- Business Rules for forms -
- Learn how to design and build effective forms
- Business Rules for formsBusiness Rules for flows -
- Workflow Design Paradigms, Tips & Best Practices -
- Signatures and Roles -
- Sharing forms/flows via Spaces -
- Customize forms to match the look & feel of your website -
- Backend systems integration / Schemas -
- Connecting forms to your database -
- Form Submissions via email, into Google, into your database -
- etc..
Core Product Training
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- Next class is TBD. Contact Us for dates.
Curriculum
- Installation & Configuration
- Administration
- Creating tenants, users, roles
- Tenant properties
- Applications & Forms
- Simple Forms – drag/drop, built-in validation
- Layout – panels, section, tabs, etc..
- Custom Controls
- Repeating Items
- Validation & Help
- Other control properties – Settings, Advanced, Security
- Styling
- Form Props – Settings, Style, Form Info
- Form Submissions, Submission Repository
- Templatized Labels
- Form Action Wizards – Form Action, Doc Action, Doc URI
- Sharing & Embedding Forms
- Form Templates
- Business Rules
- Form Initialization
- Styles & Layouts
- Multi-Language configuration
- Forms from XSD Schema
- More on Form Actions
- Workflow design
- Workflow configuration, email notification, task list management
- Embedding flows and task lists
- Spaces
- Database Connector / Integration
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- January - Class Complete
- March - Class Complete
- July - TBD
Curriculum
Enroll in this class to:
- Access Demo accounts
- Learn where to find information
- How to demo pre-built forms, workflows and digital signatures
- How to demo on mobile devices
- How to demo integration using the database connector
- How to build your own POC forms and workflows
- Questions & Answers
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More dates coming soon in 2014
Curriculum
Enroll in this class to:
- Access Demo accounts
- Learn new features in v5.1 and the up coming v5.3 releases
- Wet Signatures
- PDF Generation
- Mobile capabilities for iOS Tablet & Smartphone
- Mobile Spaces - paperless form portals
- Capture your location on a GPS Enabled Device using the Geo Location feature
- Business Rules - Debug Console; Rules Validator; Rules Outline
- Share Submissions
- Form Design - Drag/Drop enhancements
- Color Schemes
- Questions & Answers
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- September - date TBD
- October - date TBD
Curriculum
Enroll in this class to:
- Learn the Live Forms sales presentations
- Learn available sales tools
- Become familiar with the sales demos
- Learn to qualify leads
- Questions & Answers