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- 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:
- Next class is TBD. Contact Us for dates.
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).
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- Next class is TBD. Contact Us for dates.
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:
- Next class is TBD. Contact Us for dates.
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