Installable Templates

Installable Templates are pre-built workflows and forms that are easily added to your DocuPhase Forms tenant. The templates and associated Guided tours are a great way to get started designing forms and workflows.

Cloud

Cloud customers can install pre-built templates with any of these simple methods:

One-click installation at www.frevvo.com.
Select Install a Prebuilt Template from the
Add Content menu from any designer user's Project Homepage.
Download .zip file from the links below. Upload the .zip file in your Projects or Forms and Workflows homepage.

On-Premise

On-premise customers can download templates from www.frevvo.com or using the download links listed here. Upload the .zip file in your Applications, Forms or Workflows homepage.

Template Downloads

Business Processes

W-4 Form (with mapped PDF) (2023)

Employee On-Boarding Workflow (with W-4 and I-9) (2023)

Employee On-Boarding Workflow (with conditional state withholding for NY/CA) (2023)

Employee Leave/PTO Request (can be integrated with Google Sheets)

Timesheet Workflow

Basic Invoice Approval Process

Basic PO Form

Basic Purchase Order Process

Basic Time Off Request Process

Basic Travel Request Process

Business Emergency Contact Form

Conditional Consultant Invoice Approval

Conditional Invoice Approval Process

Conditional Order Approval

Conditional PO Process Routes For Signatures

Conditional Time Off Request Process

Conditional Time Sheet Approval Process

Electronic School New Hire Onboarding Process

Emergency Contact Information Form

Expense Report By Category

Facility Request Form

Job Application Process

Simple Employee Information Form

Simple Order Approval Process

Simple Sales Order Form

Simple Travel Request Form

Simple Work Order Process

Travel Authorization Workflow

Fillable PDFs If you prefer to map these to your own forms, these acroforms can be uploaded to your form/workflow and mapped to using your form data.