The Designer Workshop: Discovery and Designer 101 will serve as an introduction to the DocuPhase Forms designer tools and features. We will:

• Discuss form/workflow design patterns to meet a variety of business needs

• Learn to build a new workflow from scratch and from a template

• Introduce the form and workflow designer UI, tools and features

• Answer your questions

1 hour

Questions and example forms submitted below will be added to the workshop agenda.

The Designer Workshop: Customizing Forms and Workflows tailored to new designers and will serve as an introduction to the workflow properties, settings, and other customization features. The class is best for those who have experience using the form designer.

We will :

• Explore form, step and flow settings

• Learn to create a personalized user experience

1 hour

Questions and example forms submitted below will be added to the workshop agenda.

The Designer Workshop: Dynamic Forms and Workflows is tailored to new designers and will serve as an introduction to business rules, preconditions, templates and other ways to make your forms and workflows dynamic. 

We will:

• Work with the Visual Rule Builder

• Create a Precondition

• Use templates to dynamically route a workflow. 

1 hour

Questions and use cases submitted below may be added to the agenda to be reviewed during the class.

The Designer Workshop: Document Output (PDF Mapping and Styles) is tailored to new designers and will serve as an introduction to the various document outputs a workflow can produce.

We will

• Customize the PDF snapshot and form style

• Map an uploaded PDF

• Send documents to parties during or after the workflow.

1 hour

Questions and use cases submitted below may be added to the agenda to be reviewed during the class.

The Designer Workshop: Integration Options is tailored to new designers and will serve as an introduction to common workflow integrations such as database, Google apps, Sharepoint, and DocuPhase Pro.

We will:

• Explore the DocuPhase Connectors and integration options

• Demonstrate a few simple integration examples.

1 hour

Questions submitted below will be added to the workshop agenda.

The Designer Workshop: Testing your DocuPhase Workflow  is tailored to new designers and will help you test and troubleshoot your workflows in the QA and User Acceptance Testing phases of your project.

We will:

• Learn how to test a workflow

• Troubleshoot common issues

• Discuss best practices for user acceptance testing.

1 hour

Questions submitted below will be added to the workshop agenda.

The Designer Workshop: Sharing your Production Worklow  is tailored to new designers who are moving their development forms and workflows into production.

We will:

• Share your form/workflow with end users

• Design use Portals

• Discuss best practices for moving forms and flows into production.

1 hour

Questions submitted below will be added to the workshop agenda.

The Designer Workshop: Supporting your DocuPhase Workflow is tailored to designers and users who will function as the Help Desk Admin for live, production forms and workflows. 

We will explore admin functions such as:

• Searching for and modifying tasks

• Troubleshooting submission errors

• Supporting common end-user questions/issues.

1 hour

Questions submitted below will be added to the workshop agenda.

The Designer Workshop: Dashboards is tailored to designers using or planning to use the DocuPhase Dashboards feature.

We will explore admin functions such as:

• Practice using the Dashboard Designer

• Explore chart types and common dimensions/metrics

• Build an example dashboard together

1 hour

Questions submitted below will be added to the workshop agenda.

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, to 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 DocuPhase Forms 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 Portals to share flows.

• Gaining key skills to solve flow design issues.

• And much more...

  Three (3) Consecutive Days 

  Three (3) Hours per Day

For 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 the design and implementation of several workflows. All students receive a free account on our training tenant to work on exercises during the class.