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This training provides core Live Forms frevvo 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 1-1.5 -2 hour mini session focuses on one of the following topics:

• 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.
• 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 designersbrief overview of the form designer, spaces, and access control.
• Business Rules for forms Forms & Flow Workflows - 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.Help Desk Administrator - Learn best practices for managing production forms and workflows, as well as how to assist users in your tenant by modifying tasks and troubleshooting submissions.
• PDF Mapping - Discover a unique and handy frevvo tool that allows you to map your form data to any PDF, such as IRS tax form or a branded business form. 

More classes are being added...

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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 Tutorialsper student. Please contact us with questions.

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

Certification: Upon request, partners and customers may receive certification status by meeting attendance requirements; actively participating in class discussions and successfully completing all training exercises.

New User Workflow Training Objectives:

Prerequisite: Attended the Mini Training Sessions series and have begun creating your first form.

You will learn in New User Workflow Training:

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• Introduction to workflow design patterns & configuration.
• All aspects of how The difference between multi-step screen flows and workflows and when to use linked steps.
• Common flow design paradigms Most common frevvo approval workflows function .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 Understanding 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.wet signatures.  
• 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.
• Business Rules for Workflows.
  
• Gaining key skills to solve flow design issues.
• And much more...

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Advanced User Workflow Training Objectives:

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

• 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.
• Workflow assignment design considerations.
• 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 customersinterested 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

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• 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.

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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 Formsfrevvo.

Duration: 1 hour

Cost: Please contact us

Enrollment: Please contact us

Curriculum:

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