frevvo v9 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.
Training Classes
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.
Product Training
Product training is available for customers and partners.
Mini Training Sessions
This training provides core frevvo 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. Mini Training sessions are currently free for all to join. Please contact us with questions.
Duration: 1.5 - 2 hours virtual instructor-led sessions
Cost: $0.0
Prerequisite: Some experience with the form and workflow designer is desired.
Enrollment:Click here to register for upcoming class dates.
Up Coming Sessions
Each 1-1.5 hour mini session focuses on one of the following topics:
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.
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 & Workflows - 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.
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.
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.
More classes are being added...
Using the Filesystem connector - saves form submissions to your local filesystem and import into any Document Management System.
Workflow Design Paradigms, Tips & Best Practices -
Sharing forms/flows via Spaces
more coming...
New and Advanced User Workflow Training
Our multi-day workflow classes are for customers interested in designing and building workflows all the way from simple, moderate to complex. The sessions consist of a series of instructor led exercises where you'll roll up your sleeves to build and apply best practices in design and implementation of several workflows. All students receive a free account on our training tenant to work on exercises during the class.
The New User Workflow Training is for anyone building their first workflow in frevvo. You'll design and build an approval workflow with a focus on the standard design features.
The Advanced User Workflow Training covers more complex workflow features, business rules, many different design patterns and testing scenarios .
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.
Enrollment: Click here to register for upcoming class dates. Contact Us for additional dates.
Certification: Upon request, partners and customers may receive certification status by meeting attendance requirements; actively participating in class discussions and successfully completing all training exercises.
New User Workflow Training Objectives:
Prerequisite: Attended the Mini Training Sessions series and have begun creating your first form.
Introduction to workflow design patterns & configuration.
The difference between multi-step screen flows and workflows and when to use linked steps.
Most common frevvo approval workflows function and how/when to apply them to your forms/flows.
Introduction to flow designer features - task lists, notification emails, escalation & reminders, desktop & mobile.
Understanding tenant users & roles for workflows.
Setup secure electronic and wet signatures.
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 Spaces to share flows.
Business Rules for Workflows.
Gaining key skills to solve flow design issues.
And much more...
Advanced User Workflow Training Objectives:
Prerequisite: Experience designing forms, workflows and writing basic business rules is required. You can fulfill this pre-requisite by attending the Mini Training Sessions series or attending the New User Workflow class or by working thru our self paced Online Tutorials.
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.
Workflow assignment design considerations.
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 Spaces to share flows.
Gaining key skills to solve flow design issues.
Testing and Debugging workflows
And much more...
Database Connector Training
Our 1/2 day frevvo Database Connector class is for customers interested in building forms/flows that read and write to their own custom database tables. This is a paid class that is run upon request and 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.