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This training provides core Live Forms product expertise to customers and partners in small easy to attend power packed mini sessions on specific key topics. Students will benefit from attending either a single session or multiple sessions. Mini Training sessions are currently free for all to join. Please contact us with questions.

Duration: 1.5 - 2 hours virtual instructor-led sessions

Cost: $0.0

Prerequisite: Some experience with the form and workflow designer is desired.

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Our multi-day workflow classes are for customers interested in designing and building workflows all the way from simple, moderate to complex. The sessions consist of a series of instructor led exercises where you'll roll up your sleeves to build and apply best practices in design and implementation of several workflows. All students receive a free account on our training tenant to work on exercises during the class. 

• The New User Workflow Training is for anyone building their first workflow in frevvo. You'll design and build an approval workflow with a focus on the standard design features.
  
• The Advanced User Workflow Training covers more complex workflow features, business rules, many different design patterns and testing scenarios .

Duration: Each class is conducted over three consecutive virtual instructor-led sessions running between 3-4 hours per session. 

Cost: $500 per class per student. Please contact us with questions.

Prerequisite:  Experience designing forms and writing basic business rules is required. You can fulfill this pre-requisite by attending the Mini-Training class series and working thru our self paced Online Tutorials.

Enrollment: Click here to register for upcoming class dates. Contact Us for additional dates.

You will learn in New User Workflow Training:

• Basic thru advanced workflow design & configuration.
• All aspects of how frevvo approval workflows function.
• Common flow design paradigms and how/when to apply them to your forms/flows.
• Introduction to flow designer features - task lists, notification emails, escalation & reminders, desktop & mobile.
• How to configure your tenant users & roles for workflows.
• Setup secure electronic and wet signatures. 
• The difference between multi-step screen flows and workflows and when to use linked steps.
• Setup Access Control to Submissions, Audit Trail and more
• All aspects of task list and submissions search.
• Best Practices for developing and deploying your workflows to Production.
• Using Spaces to share flows.
• Gaining key skills to solve flow design issues.
• And much more...

You will learn in Advanced User Workflow Training:

•  Advanced workflow design & configuration.
• All aspects of how frevvo approval workflows function.
• Common flow design paradigms and how/when to apply them to your forms/flows.
• All flow designer features - task lists, notification emails, escalation & reminders, desktop & mobile.
• How to configure your tenant users & roles for workflows.
• Setup secure electronic and wet signatures.
• How to include an approval step for someone outside your organization. (ex: purchase orders)
• Setup Access Control to Submissions, Audit Trail and more
• All aspects of task list and submissions search.
• Best Practices for developing and deploying your workflows to Production.
• Using Spaces to share flows.
• Gaining key skills to solve flow design issues.
• Testing and Debugging workflows
•   And much more...  

Database Connector Training

Our 1/2 day frevvo Database Connector class is for customersinterested in building forms/flows that read and write to their own custom database tables. This is a paid class that is run upon request and a 5 student minimum. This class uses a sample database. If you would prefer assistance with your own custom database tables, please contact your frevvo account manager to schedule a custom one-on-one help session with a frevvo client services team member.

Duration: 4 hours

Cost: $300 per student. Please contact us with questions.

Prerequisite:  Experience designing forms and writing basic business rules is required. You can fulfill this pre-requisite by attending the Mini-Training class series and working thru our self paced Online Tutorials.

Enrollment: Please contact us

You will learn how to:

• Install the frevvo Database Connector
• Configure the Database connector to connect to your external database
  • Edit the configuration file
  • Mapping HTML request to SQL queries
  • SQL Queries
  • Testing Queries via your browser
  • XSD Generation
• Auto-generate frevvo forms from your database schema
  • Generate and Edit XML Schema
  • Create a Form from XML schema
• Use frevvo forms to Create, Retrieve, Update and Delete records from your external database
  • Initialize form fields from database
  • Create and Update rows upon form submission

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• Assist users in signing into the tenant space.

• Assist users in accessing and performing their tasks.

• Troubleshoot task list and submission repository concerns.

• Request changes to the application or user's profiles.

• Understand the application including business logic and notifications.

• Understanding when to reach out for product support.

Cost: Please contact us

Prerequisite: You have a competed completed form/workflow near to or in production use. 

Enrollment: Please contact us

Designer Training

Prepare your form designers to maintain and enhance your new form/workflow.

• 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).

 Cost: Please contact us

 Prerequisite: You have a competed form/workflow near to or in production use. 

 Enrollment: Please contact us

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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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.

Duration: 1 hour

Cost: Please contact us

Enrollment: Please contact us

Curriculum:

• Learn the Live Forms sales presentations
• Learn available sales tools
• Become familiar with the sales demos
• Learn to qualify leads
• Questions & Answers