This documentation is for Live Forms 9.1. v9.1 is a Cloud Only release. Not for you? Earlier documentation is available too.

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Designing Workflows


The ™ Workflow Designer is the heart of ' simple, quick, no-coding required workflow creation. The Workflow Designer enables you to create both multi-page forms and workflows that route your form through an approval process collecting Electronic Signatures  along the way.

If you are looking for detailed step by step instructions to create a workflow, refer to the Getting Started with Workflows tutorial. We strongly recommend that you jump directly to the Workflow Tutorial if you are already comfortable using the Workflow Designer. The Workflow Tutorial assumes that you have some basic understanding of the Workflow Designer. The Workflow Tutorial teaches you important workflow design patterns and increases your skills using the many workflow designer features.

You can find many example workflows in the Workflow Design Patterns chapter. This is a very good place to get a quick overview of how to design and use frevvo workflows.