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.
Product Training
Product training is available for customers and partners.
Mini Training Sessions
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.
Enrollment: Click here to register for upcoming class dates.
Up Coming Sessions
Each 1-1.5 hour mini session focuses on one of the following topics:
- 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.
- 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 & Workflows - See how to use the Visual Rule Builder to quickly add the most popular business logic to your forms without writing code. Learn tips from a frevvo expert.
- Help Desk Administrator - Learn best practices for managing production forms and workflows, as well as how to assist users in your tenant by modifying tasks and troubleshooting submissions.
- PDF Mapping - Discover a unique and handy frevvo tool that allows you to map your form data to any PDF, such as IRS tax form or a branded business form.
More classes are being added...
- Using the Filesystem connector - saves form submissions to your local filesystem and import into any Document Management System.
- Workflow Design Paradigms, Tips & Best Practices -
- Sharing forms/workflows via Spaces
- more coming...
Workflow Training I and II
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.
Workflow Training I (previously New User Training) is for anyone building their first workflow in frevvo, and reseller partners seeking customer support certification. You'll design and build an approval workflow with a focus on the standard design features.
Workflow Training I is a virtual instructor-led class divided into three (3) online sessions, each about 3-4 hours long. The cost is $500/student. Please click this link for more class information.
This class is for everyone interested in designing and building workflows all the way from simple, moderate to complex. This class requires students to have previous experience designing forms and writing basic business rules. You can fulfill this pre-requisite by attending the Mini-Training class series and working thru our self paced Online Tutorials. You will learn:
- Basic 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...
Three (3) Consecutive Days 
Three (3) Hours per DayFor additional help navigating the Forms Designer, please check out our Workflow Tutorial
The class includes a series of instructor led exercises where you'll roll up your sleeves to build and apply best practices in design and implemenation of several workflows. All students receive a free account on our training tenant to work on exercises during the class.
Workflow Training II (previously Advanced User Training) covers more complex workflow and product features, business rules, many different design patterns and testing scenarios.
Workflow Training II is a virtual instructor-led class divided into three (3) online sessions, each about 3-4 hours long. The cost is $500/student. Please click this link for more class information. This class is for indidivuals who are ready to design more complex workflows. This class requires students to have previous experience designing forms and writing business rules. Attendees should have forms/flows in production or working towards production. You can fulfill this pre-requisite by attending the New User Training class. You will learn:
- 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
Three (3) Consecutive Days Three (3) Hours per DayThe class includes a series of instructor led exercises where you'll roll up your sleeves to build and apply best practices in design and implemenation of a common workflow design. All students receive a free account on our training tenant to work on exercises during the class.
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 Sessions series and working thru our self paced Online Tutorials.
Enrollment: Click here to register for upcoming class dates. Contact us for additional dates.
Database Connector Training
Our 1/2 day frevvo Database Connector class is for customers interested in building forms/workflows 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
Client Services Training
We ensure your success with your new form and workflow projects. These classes are available to clients at the conclusion of their project with our team. They are customized with project-specific details and delivered during the final project hand-off period.
Help Desk / Admin Training
Prepare your Help Desk person (staff) to assist your user community.
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 project or user's profiles.
Understand the project including business logic and notifications.
- Understanding when to reach out for product support.
Cost: Please contact us.
Prerequisite: You have a competed 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/workflow/logic.
- Ability to diagnose integration issues.
Note: If your frevvo project 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.
Sales Seminar
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