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 Welcome

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This guide
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The  Getting Started Guide takes you through the process of designing, deploying and using your first simple

Live Forms

form

and workflow

.  You'll quickly see how easy it is to create forms

and flow

with

Live Forms

. To use this guide, follow the steps below

starting with Logging In

. Each step

below

contains links to more detailed information.

If you'd rather jump directly into more detailed documentation describing how to design, deploy and

use Live Forms™

use ™ use the navigation links to the

right

left.

Info

For those who prefer to learn via video demonstrations and tutorials please watch and follow our Tutorials.

On this page:
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Evaluating Live Forms

Click here to access simple steps and videos for easily Evaluating Live Forms Online or In-house software.

Logging In

Live Forms supports both a hosted SaaS model via Live Forms Online, and an on-premises model via Live Forms In-house where you download and install the Live Forms software on your computer.

Subscribe to Live Forms Online

If you are using Live Forms Online you will automatically get a 30 day free trial when you signup for your new account.

The first step is to access the Live Forms application in your browser and login. Point your browser to our Live Forms hosting site: http://www.frevvo.com. You will be prompted to enter a tenant ID and name, and an administrator name and ID. Note that you cannot change the tenant or administrator ID's after you create them. We suggest using "admin" as the administrator ID and password. When you've set up your administrator, you can log in as the admin to create additional tenants.

Download Live Forms In-house

Get a 30 day trial by Downloading here. 

The first step is to access the Live Forms application in your browser and login. Point your browser to your Live Forms In-house server http://<yourhost>[:8082]. You will be prompted to enter a tenant ID and name, and an administrator name and ID. Note that you cannot change the tenant or administrator ID's after you create them. We suggest using "admin" as the administrator ID and password. When you've set up your administrator, you can use the admin login to create additional tenants.

Video and Step-by-Step Tutorials

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Starting your Evaluation

It's very easy to get started with an evaluation copy of . You can subscribe to a free 30 day trial account of  Online or 30 day trial download and install  In-house. See Evaluating for help starting your trial evalutation.

Logging In 

1) Open the login page in your browser.

2) Enter your username and password.

    • username = <your userId>@<tenantId>
    • password = <your selected password>
Info

What happened to the tenant field? supports two different login styles. The first style has two login fields -- username and password. The username is composed of your userId followed by @ and followed by your tenantId. The second style has three login fields - username, password and tenant. Here the username is just your userId with no @ and no tenantId. Your tenantId is expected in the tenant field.

Online now uses the first style. In-house defaults to the first style but you can configure your software to switch to the second style.

Note

When using the second style you must login as the superuser admin with username admin@d rather than just username admin.

What You See when you are logged In

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Create an Application

Upon successful login, you will see a page labeled “Applications”. Live Forms   forms and workflows are organized into Applications. Applications contain one or more forms and workflows depending on your needs. Applications also contain other projects elements such as form submissions, tasks and schemas.  Before you create your first form or workflow you will need to create an application.

...

The properties page also enables you to set your application’s theme and base URLs.  For this simple example, use the default theme ''Clear''Nouveau.  And leave the base URLs empty.

Getting Started with Forms

Click Getting Started with Forms to walk through the steps involved in creating a simple form. Also see the Designing Forms and Using Forms and Flows topics for more detailed instructions.

Getting Started with Flows

Click Getting Started with Flows to walk through the steps involved in creating multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way. Also see Designing Flows and Using Forms and Flows topics for more detailed instructions.

Themes

The Themes tab enables you to customize the style of your forms & workflows so that they fit into the look & feel of an existing web application.

Most customization can be accomplished using the Form Designer and using one of Live Forms's buildof ' built-in themes like Clear Nouveau or Professional Nouveau Blue. See the Form Designer's Form Style Properties and the  Control Style Properties. But when more extensive customizations are required, you can download one of Live Formsof ' s themes and modify it to suit your requirements.  See the Customizing Themes for details.Form Style Properties and the  Control Style Properties. But when more extensive customizations are required, you can download one of Live Forms's themes and modify it to suit your requirements.  See the Themes for details.  for details.

Integration

Eventually you will want to integate your new Live Forms new  forms and flows into your existing web application or with other products such as a Database, BPM product, SOA, Web Services.  Because Live Forms Because  is XML compliant and schema aware this is a straight forward task.  See Integration[ for detailsIntegration for details.