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frevvo offers training seminars and classes for frevvo partners and customers. We are committed to ensuring your success.

See more details below and schedules for each course.

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titleNeed a little extra help?
offers many features and configurations and though we make it easy for non technical folks to design forms and simple approval workflows sometimes you would like a little extra help. Our client services team can provide the expert guidance you need. Let us design and create your first form and workflow for you so you can focus on your other priorities. Please contact us and let us know how we can help.

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Enrollment for upcoming classes:

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  • 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 & Flow - Learn the most popular business logic you can quickly add to your forms. Learn tips from a frevvo expert.
  • 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.
  • 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 guided tour.
  • frevvo + Google Apps: dynamic forms, SSO & approval workflows - Learn the ins & outs of integrating your forms with Google Sheets, Google Drive, and SSO.
  • v7.1 New Features - Learn how to use the new features of v7.1.

More classes are being added and coming soon...

  • Using the Filesystem connector - saves form submissions to your local filesystem and import into any Document Management System.
  • 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 -
  • Form Submissions via email, into Google, into your database -
  • etc..

Core Product Training

Duration: Five virtual instructor-led session

The training is conducted over five sessions each running ~4 hours duration The product training provides the full core Live Forms product expertise. The cost is $1,800 per student.

Enrollment for upcoming classes:

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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Customized On-site Training

Duration: approx 4 days

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Client Services Training

We ensure your success with your new form and workflow applications. These classes are available to clients at the conclusion of their project with our team. They are customized with application specific details and delivered during the final project hand-off period.

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  • 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). 

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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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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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. 

Enrollment for upcoming classes:

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