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Table of Contents

Welcome to frevvo! Start here to learn how easy it is to design and start using your first workflow. Follow this series of short videos to quickly learn how to:

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You can watch the playlist on YouTube or follow along right here.

1. Create a 3

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Step Purchase Order

Click the blue plus (+) icon and select Create a New Workflow. This launches the Workflow Design Wizard, where you can give your workflow a name and description, and then outline the workflow steps and their assignments. frevvo will automatically create your workflow outline, a default form with some commonly used controls, and some business logic to show and hide approval sections on the appropriate steps. Try out this fully functioning workflow right away!

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2. Generate Form and Business Rules

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3. Route to the Manager

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4. Route to the Finance Role

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5. Save and Reject a Workflow

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6. Preconditions, Escalations and other Workflow Features

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Tip

Click Next to view the next video in this six-part series, or watch the entire playlist on YouTube.


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In Depth Tutorials

To get the most out of your evaluation, we recommend starting with the following Tutorials:

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Tip

Want to learn more about frevvo? Visit our website for demos and video tutorials to help you get started.

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