Sales Selling Seminar

Duration: 1 hour

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. 

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Enrollment opening soon for upcoming classes:

• 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

SE 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 1, 2013 - Enrollment closed
• July 19, 2013 - Enrollment closed

More dates coming soon in 2013

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.

Product Training

Webex Sessions

Duration: Five - 4 hours session

The product training provides the full core Live Forms product expertise to end customer and partners. The product training is broken down into five 4 hour sessions .

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

Integration with other specific back end systems is not covered in this class. Please contact us if you have special training requirements.

Mini Sessions

Duration: 1 - 1.5 hours per session

The product training provides core Live Forms product expertise to end customer and partners. The product training is broken down into mini sessions on specific topics. Each topic will build upon the next and recordings of prior session will be available on the  documentation portal.

Enrollment opening soon for upcoming classes:

Curriculum

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

• Learn how to design and build forms in frevvo's form design
• Workflow Design
• Digital Signatures and Roles
• Embedding forms & workflows in your website
• Customize forms to match the look & feel of your website
• Backend systems integration / Schemas
• Connecting forms to your database
• Submitting forms via email, into PaperVision/ImageSilo, etc..
• Software installation, configuration and administration
• etc..

Customized On-site Training

Duration: approx 3 days

frevvo also offer on-site product training as well as tailored webinars for your team. Contact frevvo to schedule customized product training to suite your specific needs and schedulesPlease refer to the Training Class page.