Product Training

Product training is available for customers and partners.

Designer Workshops

This training provides frevvo product expertise to customers and partners in small, accessible, power-packed sessions on key topics. Designer workshops are currently free to join, and you can attend as many workshops as you would like. Please contact us with questions.

Duration: 1 - 1.5 hours virtual instructor-led sessions

Cost: Free

Prerequisite: Some experience with the form and workflow designers is desired. Please review these training videos to familiarize yourself with frevvo.

Enrollment: Click here to register for upcoming class dates.

Designer Workshop Topics

• Forms & Flows  - Take your form & workflow design skills to the next level. This class is great for both new and experienced form designers.

   Click here to view details for the Designer Workshop: Forms & Flows...

  The Designer Workshop: Forms and Flows is tailored to designers of all experience levels, and will be slightly different each month. We will:

  • Review real form & workflow use  cases
  • Provide tips and tricks to take your design skills to the next level
  • Introduce new frevvo features
  • Answer your questions

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

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

• Business Rules - 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.

   Click here to view details of the Designer Workshop: Business Rules...

  The Designer Workshop: Business Rules takes a closer look at custom logic for forms & workflows. The class is best for those who have experience using the form designer.

  You'll learn:

  • 10 common business rules for forms and flows.
  • How to use Keyboard shortcuts & the Rules Outline to increase your accuracy.
  • How to use Templates to share business rules with other form designers.
  • How to effectively use the Debug Console.

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

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

• 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.

   Click here to view details for the Designer Workshop: Help Desk Admin...

  The Designer Workshop: Help Desk Admin explores best practices for managing production forms and workflows, as well as how to assist users in your tenant by modifying tasks and troubleshooting submissions. This class is best for those familiar with the workflow designer, and who have at least one workflow in production.

  Instructor will demonstrate how to:

  • Modify tasks for end users.
  • Assist users in logging in to your tenant.
  • Search for submissions and troubleshoot submission errors.
  • Troubleshoot workflow errors. 

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

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

• 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. 

   Click here to view details for the Designer Workshop: PDF Mapping...

  The Designer Workshop: PDF Mapping explores 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. The class is best for those who have experience using the form & workflow designers.
  
  You'll learn how to:

  • Upload acrofillable forms to frevvo.
  • Map data to PDFs

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

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

• Google Connector - Learn how to create dynamic forms and workflows that integrate with Google Sheets and Google Drive.

   Click here to view details for the Designer Workshop: Google Apps...

  The Designer Workshop: Google Connector explores how to combine frevvo + Google Apps. Create dynamic forms and workflows that integrate with Google Sheets and Google Drive. The class is best for those who have experience using the form & workflow designers.

  Instructor will demonstrate how to:

  • Initialize forms with data from your Google Sheets
  • Save form submission data to your Google Sheets
  • Save forms submissions and attachments to your Google Drive
  • Use Geo Location, display a Google Map and use the Google Distance Matrix API.

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

  Questions submitted will be added to the workshop agenda.

• Database Connector - Explore how to create dynamic frevvo forms integrated with your SQL database.

   Click here to view details for the Designer Workshop: Database Connector...

  The Designer Workshop: Database Connector explores how to create dynamic frevvo forms integrated with your SQL database. SQL skills are helpful but not required for this class. The class is best for those who have experience using the form & workflow designers.
  
  Instructor will demonstrate how to:

  • Create dynamic frevvo forms that integrate with your SQL database.
  • Create dynamic pick lists populated from SQL.
  • Create Master-detail forms that dynamically update with details from SQL like this Customer Orders form.
  • Initialize form fields with data from SQL like this Customer Details form.

   1 hour

  New to frevvo? Check out these training videos and our Workflow Tutorial to get started today, then join us for the workshop to expand your knowledge.

  Questions submitted will be added to the workshop agenda.

Workflow Training I and II

Our multi-day workflow classes are for customers interested in designing and building workflows all the way from simple, to moderate to complex. The sessions consist of a series of instructor-led exercises where you'll roll up your sleeves to 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. 

• 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.
  

   Click here to learn more about Workflow Training I...

  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 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 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.

• Workflow Training II (previously Advanced User Training) covers more complex workflow and product features, business rules, many different design patterns and testing scenarios.
  

   Click here for more info on Workflow Training II...

  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 individuals 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 prerequisite 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 Portals to share flows.
  • Gaining key skills to solve flow design issues.
  • Testing and Debugging workflows

   Three (3) Consecutive Days 

   Three (3) Hours per Day

  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 a common workflow use case. 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 has 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 requests 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 a 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 portal.

• 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 e-form 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 frevvo.

Duration: 1 hour

Cost: Please contact us. 

Enrollment: Please contact us.

Curriculum:

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