This documentation is for Live Forms 7.3 Not for you? Earlier documentation is available too.

Training Classes

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Last updated: Jan 15, 2018 by Former user (Deleted)

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 your 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.

  • Learn Common flow design paradigms

  • Understand how frevvo approval workflows function

  • Learn basic thru advanced workflow configurations

  • Learn all the using flows features - task list, notification emails, escalations & reminders, spaces, desktop & mobile

  • Learn how to configure tenant users & roles needed for workflows

  • Understand Access Control settings and usage

  • Setup Wet and Digital Signatures
  • Learn how to include a person outside your organization (sign a purchase order)

  • Understand all the features of the flow designer

  • Easily design & build a 3 step approval workflow (ie. expense report, leave approval)

  • Easily debug a flow and flow rules

  • Understand Desktop and mobile usage

  • Understand the difference between screen flows, workflows and when to use linked steps.

  • Understand how to use features for more complex workflows (ie. Purchase Order Tutorial)
  • This class assumes students have previous experience designing forms and writing basic business rules.

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 session or multiple sessions. The cost is $225 per student per session. Mini Training sessions are current free for all to join. Please contact us with questions.

Enrollment for upcoming classes:

Up Coming Sessions

Each 1.5-2 hour mini session focuses on one of the following topics:

  • 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 & Flow - Learn the most popular business logic you can quickly add to your forms. Learn tips from a frevvo expert.
  • 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.
  • Connecting forms to your database - Do you want your forms to read/write data from/to your own database like this customer form? Join a frevvo export for a guided tour.
  • frevvo + Google Apps - Learn the ins & outs of integrating your forms with Google Sheets, Google Drive, and SSO.

More classes are being added and coming soon...

  • Using the Filesystem connector - saves form submissions to your local filesystem and import into any Document Management System.
  • 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 -
  • Form Submissions via email, into Google, into your database -
  • etc..

Client Services Training

We ensure your success with your new form and workflow applications. These classes are available to clients at the conclusion of their project with our team. They are customized with application 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 application or user's profiles.

  • Understand the application including business logic and notifications.

  • Understanding when to reach out for product support.

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/flow/logic.
  • Ability to diagnose integration issues. 

 Note: If your frevvo application 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).

 

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:

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.

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 for upcoming classes:

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