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

SE Core Training

Duration: 2 hours

This class is intended for the technical sales engineer and will familiarize you with the pre-built sales demos available in your demo account. You will see the pre-built demos run and become comfortable using these tools yourself. This class includes a Getting Started introduction to the Live Forms designer so SEs can build their own custom demos and POCs. This training offers the opportunity for  certification.

Enroll for upcoming classes

• July 1January 20, 2013 - Enrollment closedJuly 19, 2013 - Enrollment closed2014 - Enrollment opening soon

More dates coming soon in 2014

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 integration with ImageSilo / PVE or other applications
•  How to demo the database connector
•  How to build your own POC forms and workflows
•  Questions & Answers

Goal

On completion of this course, participants should be able to:

• Access their demo account
• Execute pre-created demo forms and workflows
• Connect an eForm to PVE/IS
• Use the form designer to create the Loan Application form
• Create any basic POC form to demonstrate Live Forms to a prospect
• Understand how to create a multi-page form
• Describe the details/workings of a pre-created workflow
• Know where to find additional sales resources such as example forms, workflows and tutorials
• Learn who to contact at frevvo for help with demos, POCs, scoping sessions

Certification

This course offers SE Certification.

SE Advanced Training

Duration: 2 hours

This class is intended for the technical sales engineer and covers demonstration of new features in the current product release.. You will see the pre-built demos run and become comfortable using these tools yourself. This training offers the opportunity for  certification.

Enroll for upcoming classes

• February 20, 2014 - Enrollment opening soon

More dates coming soon in

...

2014

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 integration with ImageSilo / PVE or other applications
•  How to demo the database connector
•  How to build your own POC forms and workflows
•  Questions & Answers

Goal

On completion of this course, participants should be able to:

• Access their demo account
• Execute pre-created demo forms and workflows
• Connect an eForm to PVE/IS
• Use the form designer to create the Loan Application form
• Create any basic POC form to demonstrate Live Forms to a prospect
• Understand how to create a multi-page form
• Describe the details/workings of a pre-created workflow
• Know where to find additional sales resources such as example forms, workflows and tutorials
• Learn who to contact at frevvo for help with demos, POCs, scoping sessions

Certification

This course offers SE Certification.

...

Enrollment opening soon for upcoming classes:

Jan/Feb 2014

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
• Themes
• 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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Enrollment opening soon for upcoming classes:

Curriculum

The session topics and dates will be available at the end of August. Sample topics include:

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