UNDER CONSTRUCTION... please check back soon.

Your Demo Tenant

Your tenant is pre-configured with an admin user. The username and password were sent to you in your demo account setup email

1. We recommend that you do not use the admin user to create your own forms
2. Login to http://demo4.frevvo.com and click Manage Users
3. Change the admin user's password
4. Your tenant is already setup for you with Users and Roles required to run the demo forms and flows
   1. Pre-created roles: Employee, Manager, Doctor, Nurse, Student, Teacher, Adviser
   2. Pre-created users: designer, jerry, tom, sue spike.

The passwords for the pre-created users are: f/r/evvo

Designer User

1. Login to the demo tenant as the designer user. In the user name field, enter designer@<your tenant id>. In the password field enter f/r/evvo. Click login.
2. You will see pre-created demo applications

Creating Additional Users

You can create other users in your tenant. For instance, if you wanted to create a user called "nurse" and "doctor" for the Hospital demo.

Login to your tenant as the admin user (see email sent for your demo account)

1. Click "manage" in upper right corner of web page (to the left of logout)
2. Click Manage Users
3. Click the add user icon to add a user
4. Name user "nurse" and give password "nurse"
5. set Role dropdown too "Nurse"

Repeat for the doctor.

Now you can use the Hospital demo with users nurse@<tenant> and doctor@<tenant>

Adding Pre-Built Demos to Your User

1. Login to frevvo as the new user
2. You will be in the Application Home page. If you only see the Task Home page then this user does not have the role frevvo.designer. Login to your tenant as admmin@<your tenant id> and edit the user's profile to give them this special role
3. Click the Link icon and enter one of the URLs shown below into the wizard
4. Click finish to complete the wizard

Image Removed

Link URLS for pre-built demo applications

Two pre-built demo applications are not linked apps. To add these to your tenant user, download the application zipfile from this table and upload into your user.

Download zipfiles

Two pre-built demo applications are not linked apps. To add these to your tenant user, download the application zipfile from this table and upload into your user.

Demo Applications

Your demo tenant is pre-configured with several demo applications. These applications can be seen by logging into your demo tenant as user designer@<your tenant id>. (See adding pre-built demos to other user accounts).

1. Sample Hospital - Patient Referral flow from Nurse to Doctor to ImageSilo.
2. For Demos (Passport...) - US Passport renewal flow and simple demo forms.
3. Education - forms/flow for student registration and course evaluation.
4. Case Studies - FEMA forms, voter registration, health care referral, asset registration, etc...
5. PVE - See the PaperVision / ImageSilo video tutorials.
6. DB Connector Tutorial - Forms that read/write from a mySql database
7. HR - Human Resource approval forms/flows: Employee On Boarding, PTO, Expense Report, Time Sheet. See Videos and Tutorials.

The first 5 applications are linked applications. You can demo these forms but cannot edit these forms. The 6th and 7th applications, PVE and Additional Demo Forms, are normal frevvo application. You can edit the form and connect it to your ImageSilo entity.

HR Application

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UNDER CONSTRUCTION... please check back soon.

Your Demo Tenant

Your tenant is pre-configured with an admin user. The username and password were sent to you in your demo account setup email

1. We recommend that you do not use the admin user to create your own forms
2. Login to http://demo4.frevvo.com and click Manage Users
3. Change the admin user's password
4. Your tenant is already setup for you with Users and Roles required to run the demo forms and flows
   1. Pre-created roles: Employee, Manager, Doctor, Nurse, Student, Teacher, Adviser
   2. Pre-created users: designer, jerry, tom, sue spike.

The passwords for the pre-created users are: f/r/evvo

Designer User

1. Login to the demo tenant as the designer user. In the user name field, enter designer@<your tenant id>. In the password field enter f/r/evvo. Click login.
2. You will see pre-created demo applications

Creating Additional Users

You can create other users in your tenant. For instance, if you wanted to create a user called "nurse" and "doctor" for the Hospital demo.

Login to your tenant as the admin user (see email sent for your demo account)

1. Click "manage" in upper right corner of web page (to the left of logout)
2. Click Manage Users
3. Click the add user icon to add a user
4. Name user "nurse" and give password "nurse"
5. set Role dropdown too "Nurse"

Repeat for the doctor.

Now you can use the Hospital demo with users nurse@<tenant> and doctor@<tenant>

Adding Pre-Built Demos to Your User

1. Login to frevvo as the new user
2. You will be in the Application Home page. If you only see the Task Home page then this user does not have the role frevvo.designer. Login to your tenant as admmin@<your tenant id> and edit the user's profile to give them this special role
3. Click the Link icon and enter one of the URLs shown below into the wizard
4. Click finish to complete the wizard

Image Added

Link URLS for pre-built demo applications

Two pre-built demo applications are not linked apps. To add these to your tenant user, download the application zipfile from this table and upload into your user.

Download zipfiles

Two pre-built demo applications are not linked apps. To add these to your tenant user, download the application zipfile from this table and upload into your user.

Accessing your Paperless Forms Portal

Your demo tenant contains a pre-created Space named the "Paperless Portal". A space is simply a web site that contains quick links to the forms, workflows and your task list. To get the URL to your Paperless Portal space:

1. Login to your tenant as the designer user
2. Click the Space tab
3. Click the Share button
4. Copy/Paste the URL into your browser
5. Save a browser bookmark

Demo Applications

Your demo tenant is pre-configured with several demo applications. These applications can be seen by logging into your demo tenant as user designer@<your tenant id>. (See adding pre-built demos to other user accounts).

1. Sample Hospital - Patient Referral flow from Nurse to Doctor to ImageSilo.
2. For Demos (Passport...) - US Passport renewal flow and simple demo forms.
3. Education - forms/flow for student registration and course evaluation.
4. Case Studies - FEMA forms, voter registration, health care referral, asset registration, etc...
5. PVE - See the PaperVision / ImageSilo video tutorials.
6. DB Connector Tutorial - Forms that read/write from a mySql database
7. HR - Human Resource approval forms/flows: Employee On Boarding, PTO, Expense Report, Time Sheet. See Videos and Tutorials.

The first 5 applications are linked applications. You can demo these forms but cannot edit these forms. The 6th and 7th applications, PVE and Additional Demo Forms, are normal frevvo application. You can edit the form and connect it to your ImageSilo entity.

HR Application

Employee On Boarding

This demo takes approximately 25 minutes. While this is longer than the other demo forms it showcases many features including:

1. PDF Generation & viewer
2. Mobile capabilities on Tablet and Smart Phone: automatic dynamic form layout, page breaks, mobile task list, quick view, etc...
3. Wet and Digital Signatures
4. GEO Location
5. Table Layout
6. Instantaneous Validation
7. Three step form workflow
8. Screen flow

Other Resources:

• See how this demo was built in the Employee On Boarding Tutorial.
• Share a 6 minute video presentation with your prospects.
• Show the pre-recorded webinar demonstration. If you do not have a iPad and iPhone you can use the pre-recorded webinar as an alternate to a live demonstration.

To run this demo live we suggest that you have a desktop computer, iPhone and iPad.

Demo Instructions:

1. Access your demo tenant's Paperless Portal. If you do not know how to do this see help here.
   

2.  tenant and  the desktop computer as sue@< your tenant> (HR) – FireFox desktop

   • Show how Space looks on desktop so it can be compared to 1st step of flow by tom@<your tenant> on iPad

   1. tom@<your tenant> (employee) – iPad

• Pluggable Security Managers support LDAP/Active directory or you can use Live Forms built-in SM (users, passwords & groups are maintained by the frevvo form server)

• As the frevvo SM is plugable a custom SM can delegate to any authentication system.

• Frevvo’s SM controls access to using forms, accessing tasks, workflow routing and also for viewing form submission data.

• → START On-Boarding Form - iPad

• Validation – built-in & patterns

• Show/Hide

• Different control types

• Wet Signature

• PDF Gen Viewer - review W-4

1. View Email Notification for subject “New Employee On Board”

• The next step is setup to automatically route to the new employee’s Manager.

• The form is automatically routed to the task list of Jerry

• Alternative workflows can be designed to route to a role such as to all users with the Manager role.

1. jerry@<your tenant> (manager reject) – iPhone

• → Access from iPhone

• Quickview Reject

• Spaces on smartphone

• tom@<your tenant> (employee) – iPad

• Access from iPad 

• Audit Trails

• Signature granularity is at Section level so a single form can contain multiple signers.

• Signatures use public key cryptography and RSA algorithm

• Digital Signatures secure form data and detect tampering. 

1. jerry@<your tenant> (manager accept) – iPhone

• → Access from iPhone

• Accept using Details View

• Digital Signature 

1. sue@<your tenant> (HR process new employee) – Firefox

• → Access from desktop

• Describe where we are in form-workflow via navigation toolbar

• Show Audit trail at this point

• The final step has access restricted to the HR Role. 

• The form is automatically routed to the task list of all users with the HR role

• First person to access the task will lock it

• Tasks can be unlocked and put back on task list for anyone with HR role again 

Vacation Request

The Vacation Request Form

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