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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.

Need a little extra help?
offers many features and configurations and though we make it easy for non technical folks to design forms and simple approval workflows sometimes you would like a little extra help. Our client services team can provide the expert guidance you need. Let us design and create your first form and workflow for you so you can focus on you other priorities. Please contact us and let us know how we can help.

Product Training

Product training is available for customers and partners.

Approval Workflows

Duration: Three virtual instructor-led sessions

The training is conducted over three consecutive sessions each running between 3-4 hours duration. The cost is $500 per student. Please contact us with questions.

Enrollment for upcoming classes:

Curriculum

This class is hands on. Students will have time to work on class exercises and ask questions. Students will be given a frevvo cloud account to use during the class and must have internet access to http://app.frevvo.com.

  • Common flow design paradigms
  • Basic thru advanced workflow configuration
  • Business rules for workflows
  • Access control and Signatures
  • Task list and audit trail
  • Desktop and mobile usage
  • Students will build 3 workflows during the class
  • This class assumes students have previous experience designing forms and writing basic business rules.

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:

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

Integration with other specific back end systems is not covered in this class. Please contact us if you have special training requirements.

Mini Sessions

Duration: 1.5 - 2 hours virtual instructor-led 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 or multiple sessions. The cost is $225 per student per session. Please contact us with questions.

Enrollment opening soon for upcoming classes:

Curriculum

The session topics and dates will be available at the end of August. Sample topics include:

  • Learn how to design and build effective forms
  • Business Rules for forms
  • Business Rules for flows
  • 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
  • Connecting forms to your database
  • Form Submissions via email, into Google, into your database
  • etc..

Customized On-site Training

Duration: approx 4 days

frevvo also offer on-site product training as well as tailored webinars for your team. Contact frevvo to schedule customized product training to suite your specific needs and schedules.

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.

SE Core Training

Duration: 2 hours

This class is intended for the technical sales engineer and will familiarize you with the pre-built sales demos available in your demo account. You will see the pre-built demos run and become comfortable using these tools yourself. This class includes a Getting Started introduction to the Live Forms designer so SEs can build their own custom demos and POCs. This training offers the opportunity for  certification.

Enroll for upcoming classes

  • January - Class Complete
  • March - Class Complete
  • July - TBD

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

Goal

On completion of this course, participants should be able to:

  • Access their demo account
  • Execute pre-created demo forms and workflows
  • Use the form designer to create the Loan Application form
  • Create any basic POC form to demonstrate Live Forms to a prospect
  • Understand how to create a multi-page form
  • Describe the details/workings of a pre-created workflow
  • Know where to find additional sales resources such as example forms, workflows and tutorials
  • Learn who to contact at frevvo for help with demos, POCs, scoping sessions

Certification

This course offers SE Certification.

SE Advanced Training

Duration: 2 hours

This class is intended for the technical sales engineer and covers demonstration of new features in the current product release.. You will see the pre-built demos run and become comfortable using these tools yourself. This training offers the opportunity for  certification.

Enroll for upcoming classes

  • January - Complete
  • March - Complete
  • July - TBD

More dates coming soon in 2014

Curriculum

Enroll in this class to:

  •  Access Demo accounts
  •  Learn new features in v5.1 and the up coming v5.3 releases
    • Wet Signatures
    • PDF Generation
    • Mobile capabilities for iOS Tablet & Smartphone
    • Mobile Spaces - paperless form portals
    • Capture your location on a GPS Enabled Device using the Geo Location feature
    • Business Rules - Debug Console; Rules Validator; Rules Outline
    • Share Submissions
    • Form Design - Drag/Drop enhancements
    • Color Schemes
  •  Questions & Answers

Goal

On completion of this course, participants should be able to:

  • Access their demo account
  • Understand and learn to use key new product features
  • Know where to find additional sales resources such as example forms, workflows and tutorials

Certification

This course offers SE Certification.

Sales Seminar

Duration: 1 hour

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 opening soon for upcoming classes:

  • September - date TBD
  • October - date TBD

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
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