Your Demo Tenant

Your tenant is pre-configured with an admin user. The username and password were sent to you in your demo account setup email

1. We recommend that you do not use the admin user to create your own forms
2. Login to http://app.frevvo.com and click Manage Users
3. Change the admin user's password
4. Your tenant is already setup for you with Users and Roles required to run the demo forms and flows
   1. Pre-created roles: Employee, Manager, Doctor, Nurse, Student, Teacher, Adviser
   2. Pre-created users: designer, jerry, tom, sue spike.

The passwords for the pre-created users are: f/r/evvo

Designer User

1. Login to the demo tenant as the designer user. In the user name field, enter designer@<your tenant id>. In the password field enter f/r/evvo. Click login.
2. You will see pre-created demo applications

Creating Additional Users

You can create other users in your tenant. For instance, if you wanted to create a user called "nurse" and "doctor" for the Hospital demo.

Login to your tenant as the admin user (see email sent for your demo account)

1. Click "manage" in upper right corner of web page (to the left of logout)
2. Click Manage Users
3. Click the add user icon to add a user
4. Name user "nurse" and give password "nurse"
5. set Role dropdown too "Nurse"

Repeat for the doctor.

Now you can use the Hospital demo with users nurse@<tenant> and doctor@<tenant>

Adding Pre-Built Demos to Your User

1. Login to frevvo as the new user
2. You will be in the Application Home page. If you only see the Task Home page then this user does not have the role frevvo.designer. Login to your tenant as admin@<your tenant id> and edit the user's profile to give them this special role
3. Click the Link icon and enter one of the URLs shown below into the wizard
4. Click finish to complete the wizard

Link URLS for pre-built Customizable Applications... coming soon...

Two pre-built demo applications are not linked apps. To add these to your tenant user, download the application zipfile from this table and upload into your user.

Download zipfiles ... coming soon...

Demo Gallery Space

Your demo tenant contains a pre-created Space named the "Demo Gallery". A space is a web site that contains quick links to the demo forms, workflows, your task list and any shared submissions. This Demo Gallery was pre-configured for you and already contains the most popular demo forms and workflows in your demo tenant. You can edit this space and add/remove forms/flows to suit your needs. See the documentation for  editing spaces .

To get the URL to your Demo Gallery space:

1. Login to your demo tenant as the designer user
2. Click the Space tab
3. Click the Share button
4. Copy/Paste the URL into your browser
5. Save a bookmark in your browser

Air Servers

Several demos utilize Tablets and Smart Phones. If you are demoing via Webex you will need some way to display your mobile device on the laptop where you're running the Webex. We suggest the following software:

• Reflector for Windows
• AirServer for mac

Demo Applications

Your demo tenant is pre-configured with several demo applications. These applications can be seen by logging into your demo tenant as user designer@<your tenant id>. (See adding pre-built demos to other user accounts).

1. For Demos (Passport...) - US Passport renewal flow and simple demo forms.
2. Education - forms/flow for student registration and course evaluation.
3. PVE - See thePaperVision / ImageSilo video tutorials.
4. HR - Human Resource approval forms/flows: Employee On Boarding, PTO, Expense Report, Time Sheet. See Videos and Tutorials.
5. Health Care - Radiology Referral, Health History, Patient Assessment, etc..
6. Business - Bill of Lading, Loan Application, Contract Agreement, etc...
7. Data First - Forms created from XSD schema
8. Case Studies - FEMA forms, voter registration, health care referral, asset registration, etc...
9. DB Connector Tutorial - Forms that read/write from a mySql database

HR Application

Employee On Boarding

This demo takes approximately 25 minutes. While this is longer than the other demo forms it showcases many features including:

1. PDF Generation & viewer
2. Mobile capabilities on Tablet and Smart Phone: automatic dynamic form layout, page breaks, mobile task list, quick view, etc...
3. Wet and Digital Signatures
4. GEO Location
5. Table Layout
6. Instantaneous Validation
7. Three step form workflow
8. Screen flow

Other Resources:

• See how this demo was built in the Employee On Boarding Tutorial.
• Share a 6 minute video presentation with your prospects.
• Show the pre-recorded webinar demonstration. If you do not have a iPad and iPhone you can use the pre-recorded webinar as an alternate to a live demonstration.

To run this demo live we suggest that you have a desktop computer, iPhone and iPad.

Demo Instructions:

1. Access your demo tenant's Paperless Portal from your Desktop Computer. If you do not know how to do this see help here.
   

2. Click the "Important Items" tab and the "New Employee" menu item.

3. The forms requires authenticated access.

4. Login as username  sue@< your tenant>  (Sue plays the role of HR) 

5. Show how Space looks on desktop so it can be compared to 1st step of flow on the iPad.

6. Access your demo tenant's Paperless Portal from your iPad

7. See how Space looks on the Mobile device as compared to the desktop computer.

8. Click "New Employee" button in the "Important Items" row.
   

9. Login as tom@<your tenant>  (Tom plays the role of Employee)

10.  Fill in the form on the iPad.
    

    • The first few workflow steps are called a Screen Flow as they are all filled by the Employee.
      

    • Validation – built-in & patterns

    • Show/Hide

    • Different control types automatically adapt to use the iPad's built-in Phone, Date keypads
      

    • Wet Signature

    • Table Control
      

    • PDF Gen Viewer - review W-4
      
      

11. You may wish to pause the workflow demo momentarily to show how the PDF Generation is setup...

    1. Login as designer@<your tenant>
    2. Edit the Employee On Boarding workflow and click the PDF Gen button
    3. Show the PDF Mapper
       
       

12. Tom finally clicks the Send to Manager button. This automatically route the form to Jerry's task list 

13. Jerry receives an Email Notification for subject “New Employee On Board”

14. Access your demo tenant's Paperless Portal from your iPhone

15. Click "Task List" button in the "Important Items" row.
    

16. Login as jerry@<your tenant>  (Jerry plays the role of Manager)

17. View the buttons and features of the task list
    • Email style
    • Auto refresh like an email inbox
    • Search for a task
    • Audit Trail
18. Click the Quick View button
19. This displays a simple view that renders fast on a mobile device. The information displayed is completely configurable by the form's designer.
    • From the Quick View you can approve. This sends the form to the next person in the workflow and signs the form.
    • You can also reject which sends the form back to Tom.
20. Click the Approve button.
21. Return to the Paperless Portal on the desktop computer 
22. You should be logged in already as sue@<your tenant> from step 4 above. (Sue plays the role of HR)
23. Click the "Important Items" tab and the "Task List" menu item.
24. View the same task list features now on the desktop view

    • Show Audit trail which now shows how the flow has moved from Tom to Jerry and now it is on Sue's task list.

    • This final workflow step is sent to everyone in the HR team using the navigate to Role workflow features

    • Thus the form is automatically routed to the task list of all users with the HR role

    • The first person to access the task will lock it.

    • The tasks can be unlocked and put back on task list for anyone with HR role again 
      
      

25. Have Sue complete the form.
    

Vacation Request

The Vacation Request Form

1. Edit the vacation request form.
2. It has a Personal Information Section with a few controls.
3. It has an Approval Section that requires the Manager's signature.
4. Click on the Approval Section header. In the Properties panel to the left, select the Security Tab.
5. Notice that the Section has a role (Manager) and the Signature and Must Sign checkboxes are checked. This means that the Section is only visible if the user of the form has the Manager role. If the user does not have this role, the Section will be hidden. Further, if you are a Manager, the Section must be signed in order to submit the form.
6. Click Cancel in the Form Designer and on the forms page, click the Lock icon once (2nd icon from the right in the top row). This makes the form available to all authenticated users in the demo.com tenant.
7. Try the form by clicking the Test button.
8. Since the designer user does not have the Manager role, the Approval section is not visible. Notice that the hidden section does not have any impact on the user's ability to submit the form.
9. Click the Share button and in the dialog that pops up select the third option: Link (Email/Web page). Copy the URL from the text area on the left.
10. In a separate browser, enter this URL.
11. You should see an Access Denied login page.
12. Login as the manager with user name: manager@demo.com and password: manager.
13. See that the form comes up again but this time the Approval section is visible.

In this way, you can create forms that appear different to different users depending on their role.

The Vacation Request Workflow

1. Click on the Flows link in the left menu
2. There is a pre-created flow called Vacation Request.
3. Click the Edit button.
4. This workflow has two steps (called activities): one for the Employee and the other for the Manager.
5. Both activities use the same Vacation Request form we created earlier.
6. You can select either activity and click the Edit (pencil) icon. This will take you to the Form Designer and you can see the form. The only difference between the two forms is that their names have been changed to Employee and Manager respectively.
7. In the Flow Designer, select the first activity.
   1. In the Properties panel on the left, notice that the Employee role has been selected. This means that this step in the workflow can only be performed by a user with the Employee role.
   2. Also, note that the Button Label property is set to "Request Vacation".
8. Select the second activity.
   1. The Manager role has been selected implying that this step can only be performed by a user with the Manager role.
   2. The Task Info is set to the string "Vacation Request for {LastName}". This is how Tasks can be identified in the manager's task list.
   3. The Display Msg is set to the string "Your request has been sent to your manager for approval." This is the message displayed to the employee when the vacation request is forwarded to his/her manager.
9. Click the Cancel button.
10. Notice that in the flows page, the flow access control is already set to "Public in Tenant" (2nd icon from the right in the top row). This means that users must be authenticated in the demo.com tenant in order to use the workflow.
11. Click the Test button.
12. The designer user does not have the Employee or Manager roles so you will get an error message.
13. Click the Share button and in the dialog that pops up select the second option: Link (Email/Web page). Copy the URL from the text area on the left.
14. Logout from the designer user account.
15. Go to the URL copied above in your browser.
16. In the Login dialog, enter the employee user's credentials. User name: employee@demo.com password: employee.
17. The first form in the workflow is displayed. Since the employee user is not a Manager the approval section is not displayed.
18. Enter some data and click the "Request Vacation" button. Note that the button label matches the settings above.
19. The workflow is now sent to the Manager inbox. Note that the display message matches the settings above.
20. In a separate browser login as the manager (you may already be logged in if you tried the Vacation Request Form in the previous section).
21. This time, the Tasks section shows that there are pending Vacation Request tasks.
22. Expand the Vacation Request task and you will see the pending request. Note that the task is labeled according to the settings above.
23. You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
24. You can perform the task by clicking the Perform this Task button (the left most button).
25. The second (Manager) step is displayed and the Manager must sign the section before the workflow can be submitted.

Hospital Application

The Hospital Referral demo is a good example of how a Live Forms flow can be embedded in a web site. Follow these instructions for running the hospital demo. Replace <tenant> with your demo account tenant name.

For complete details on how this demo was built, please see the Patient Referral Workflow Tutorial.

1. Make sure you are not logged into app.frevvo.com.
2. Go to: http://app.frevvo.com/demo/hospital
3. Login as tom@<tenant> (password f/r/evvo). This user has the role Nurse.
4. You will see that you have no Tasks.
5. Click on the first link in the left menu (Radiology Referral).
6. This will launch a workflow.
7. Fill in the form (the first step of the flow) and Sign it.
8. Click Continue. frevvo will now put the Task in the task list (work queue) of the Doctor.
9. Logout. 
10. Login as jerry@<tenant> (same password). This user has the role Doctor.
11. Click on the View Pending Referrals menu item. (If the task list is not already displayed)
12. You will see that you now have at least one Task.
13. Click the rightmost icon (the clock) and you can view the history of the task.
14. Click the leftmost icon to perform the task.
15. See that the form loads again with the data entered by Tom and signed by Tom.
16. There is a new Section at the bottom for Doctor signature.
17. Sign it.
18. Click Finish.
19. The workflow will end.

The task list contains 4 icons for each task. You used two "perform" and "view task history" in the demo. The other two "lock" locks the task so only you can perform it later, and "modify task" lets you reset the task to a prior step. Lock is useful if the flow step is assigned to any doctor. Clicking the lock takes it off the doctor's group and reserves it for you. Modify is useful if you need the user who completed the prior step to make a change. The user will receive an email notification that the task is back on their task list.

Education

Transcript/Diploma Request

This demo Workflow is initiated by a student requesting copies of either transcripts or diplomas. The form can be accessed by anyone on the internet and is submitted via a frevvo workflow to the Registrar's task list (role Manager).

See this video demo showing how the Transcript/Diploma Request form works. 

Steps to run this demo:

1. Login to the designer account in your tenant
2. Edit the application named "Education"
3. Click the "Flows" tab to find this workflow
4. Click the Share button for the "Transcript/Diploma Request" flow and in the dialog that pops up select the second option: Link (Email/Web page). Copy the URL from the text area on the left.
5. Logout from the designer user account.
6. Go to the URL copied above in your browser.
7. The form can be filled by an anonymous user so you will not be prompted to login to use the form. Since the anonymous user does not have the role Manager, the Registrar Use Only section is not displayed.
8. See the "Instructions" section for tips some of the behaviors in this form such as SSN validation.
9. Fill all required fields and click "Send to Registrar"
10. The workflow is now sent to the registrar's inbox. Note the display message.
11. Login as jerry in your tenant
12. This time, the Tasks section shows that there are pending Transcript/Diploma Requests.
13. Open the new task for Transcript/Diploma Request.
14. You can view the history (audit trail) for the workflow by clicking the History button (the right most button).
15. You can perform the task by clicking the Perform this Task button (the left most button).
16. Perform the task
17. Notice the Registrar Use Only section is now visible.

When the request is completed by the Registrar you will receive an email (make sure your email address was entered into the form's Registrar Email Address field) with a pdf attachment of the completed form.

For Demos (Passport...)

The Passport demo is a good example of how a frevvo Live Forms workflow can be embedded in a web site. Use this Url to access the embedded passport flow: http://app.frevvo.com/demo/passport/

The Passport demo is an example of a multi-page form. Multi-page forms are also created with the Live Forms flow designer. The differ between a work flow and a multi-page flow in that a single user completes all the steps in a multi-page flow. A work flow is completed by multiple different people, for example: a vacation request from employee to manager. The passport has multiple steps but all steps are completed by a single person and no task list is involved.

Step thru this flow from a single login and complete all steps. The final step is the default summary step showing values from the prior steps. The user can review the summary or click a back button to update any prior step.

If you click back to update a prior step you will step through each subsequent step until you are back at the summary step. The summary step contains the submit button to complete the passport and send it for processing. This demo flow does not send the passport anywhere.

DB Connector Tutorial

The DB Connector Tutorial application contains forms that read/write from a mySQL database. The frevvo form is connected to your database via a the freely available frevvo database connector.

The database connector maps between HTTP requests issued from frevvo forms to SQL queries executed against your database. The connector enables you to use the database of your choice to save and load your form data. You can create a new database or you can automatically generate forms that connect to your existing database tables to save and load data.

The Database Tutorial takes you step by step through the process of creating all the forms in the DB Connector Tutorial application in your demo account. A SE familiar with SQL syntax can work through the tutorial in about 1.5 hrs.

PVE

This application contains two forms. The first form named Uniform Residential Loan Application is a form built from this real Freddie Mac form 1003.pdf. This form is a large form that contains interesting business logic and layout that makes the eform better and easier to use then the original pdf form. Expand the Help section at the top of the form for demo instructions.

The second form is a smaller example that is built during demos to show

1. Ease of frevvo's drag/drop form designer
2. Palette Controls
3. Power of frevvo's built-in validation
4. Re-usability of control groups via Custom Palette
5. Wizard that enables easy connection from frevvo to submit forms into PaperVision/ImageSilo

Additional Demo Forms

This application contains a single form named Multi Language.

1. Click the  icon to the right of the form name
2. Click test on the default (English) form version
3. Click test on the Hindi version to see the same form translated to Hindi
4. Click test on the Arabic version to see  support an RTL language

See the Multi Language documentation for full details.

Connecting to ImageSilo

See Installation Instructions.

You can connect any form or flow to ImageSilo/PaperVision.

1. Login as a designer user
2. Edit an existing application or create a new one
3. Click New to create a form and click Finish in the wizard that appears
4. Click the Doc Action button in the toolbar at the top of the Form Designer
5. Select the "Save to ImageSilo or PaperVision Enterprise" choice
6. In the wizard that appears enter your credentials for ImageSilo and click the Login button
7. The wizard will display a list of available projects
8. Select a project and click Next
9. In the panel that appears the Fields for that project are displayed
10. From the drop down next to each field, select the corresponding form control
11. Click Finish in the wizard
12. Click Finish in the Form Designer
13. Test the form. When you click Submit, frevvo will generate a PDF representation of the form and store it in ImageSilo.

In-house Software

By request you can get a demo version of Live Forms In-house, which is the on premise version of Live Forms.

Downloaded In-House demo

1. This bundle includes an administrative user with user id: admin and password: admin.
2. We recommend that you do not use the admin user or the default tenant to create your own forms.
3. This bundle includes a tenant called demo.com that is already setup for you with Users and Roles.
   1. This tenant has pre-created roles Employee and Manager
   2. This tenant has pre-created users designer, employee and manager. The passwords for each are the same as the user name e.g. designer/designer.

Windows Installation

The download bundle includes Tomcat V6 and has the frevvo web application pre-deployed and pre-configured. The bundle works on Windows, Linux and Mac systems without any further configuration.

1. Download the software from the link you were provided.
2. Ensure that you do not have another server running on port 8082.
3. Make sure that the JAVA_HOME environment variable is set to the installation directory of your JDK, for example, C:\Program Files\Java\jdk1.6.0_5
4. Unpack the frevvo.zip file to the location of your choice: e.g. c:\frevvo. We'll refer to this directory below as <frevvo-home>.
5. Start frevvo: Double click <frevvo-home>\Start frevvo. This starts Tomcat on port 8082 with frevvo pre-configured and displays the Tomcat log in a command prompt.
6. In your browser, go to http://<server-name>:8082/frevvo/web.
7. You should see the login page.
8. Live Forms is installed and ready for use.

Database

This bundle includes an HSQL embedded database. If you wish to use MySQL or SQL Server, please contact frevvo for configuration instructions.