[Webinar] What’s new in frevvo 7?

webinar1frevvo V7 has been out for a few months. We’ve improved it in a number of ways that are really important to customers. We’re also really excited about some upcoming developments, especially the Rule Builder.

Join our webinar on Thursday, February 9, 2017. We’ll be covering:

  • One-click templates
  • Business Insights (Reports)
  • Improved Submissions & Task Search
  • Visual Rule Builder (coming soon)
  • File System Connector & Wizard
  • box.com Connector & Wizard

Webinar Details

  • Date: Thursday, February 9.
  • Time: 1:00 PM EST
  • Duration: 50 minutes (including Q&A)
  • Speaker: Ashish Deshpande

Register Now

frevvo 7.1: Submissions Search

We’re always working on improving frevvo based on customer feedback. We have ambitious longer-term plans but we’re tackling some of the most common requests ASAP.

frevvo V7.1 (which will be available later this year) includes one such item: the ability to search for submissions based on form data. There’s also a new Submissions View and Excel export. Let’s take a look using a Contact Form.

searchable-fields

Searchable Fields wizard

First, you have to define your Searchable fields using a wizard. Simply add/remove Searchable fields as desired. Once defined, frevvo can also go back and re-index your existing submissions so you can search them using the same fields. In our Contact Form, we’ve chosen First Name, Last Name and Email Address.

Then, go to the Submissions View for the form. By default, you’ll see the Submissions for the past month with no other filters applied. Searchable Fields appear in the table if they fit.

Expand the Submissions Filter Section. You can filter and search for submissions by a wide variety of criteria. There’s Date Range and Submission State but you can choose other criteria including the Searchable fields. You can also create a logic expression as shown in the image. We’re searching for Submissions this year where the email address contains frevvo.com and the first name begins with either M or P as the shown in the logic expression field.

filter

Filter/Search for submissions

If the columns don’t fit on the screen (for example, on a mobile device), you can click + for any row to view them. As usual, you can double click any submission to view details (XML document, PDF, attachments, signatures etc.) and delete unwanted submissions.

submssions

Expand/Collapse individual submissions to view details

Similar functionality is available in the Task List as well – we’ll describe it in a separate article. And, in a future release, we plan to unify these user interfaces so you can handle tasks, submissions and reports from the same place in the UI.

frevvo + box: Automatically save documents to box

In recent articles, we talked about how you can easily connect your frevvo forms and workflows to Google Drive and use it as a low-cost ECM system. While frevvo also works with more traditional ECM systems, we’ve noticed that some of our customers prefer to use box.com for their enterprise grade data and information security (HIPAA, PCI compliance etc.). Naturally they want to save documents (Student Registrations, Purchase Orders, W-4, Patient Referrals etc.) generated by automated frevvo forms and workflows to their secure box storage. We’re getting ready to release a box connector in V7.1 to enable this.

The steps are straightforward. Obviously, you must have a box account and will need the connector installed and configured (it’s already done for you if you’re using frevvo Cloud). Once that’s all setup:

box-1

Connect a frevvo form or workflow to your box account

  1. Login to your box account and create a folder for this workflow.
  2. Create your form or flow as usual. Generate a frevvo-PDF, map to your custom PDFs, upload attachments etc. Then, open the box wizard.
  3. Enter your box account.
  4. You’ll be redirected to login to box if necessary.
  5. Select the folder you just created in Step 1, setup a submission folder name (typically, this is set dynamically using form fields) and select the documents you want to upload (Snapshot PDF, XML data, uploaded files and generated PDFs).
  6. Use the form/flow normally, fill in data, sign the form etc. and submit it.
box-2

Files for each workflow submission are uploaded automatically in the proper subfolder

Now, login to your box account and navigate to the folder you created earlier in Step 1 above. See that it now contains a subfolder. The subfolder is dynamically named based on form data e.g. FirstName Initial_LastName. Every time a workflow is submitted a new subfolder will be created in this parent folder.

box-8-w-4

Generated W-4

Inside the subfolder, you’ll see the uploaded files e.g. the frevvo generated PDF and a Federal W-4. You can click on the PDF to preview it directly in the box UI.

That’s all there is to it. Interested in learning more? Visit our website to view examples, watch videos, sign up for a free 30-day trial or contact us anytime for more details.

Roadmap: Part 4 – box.com Connector

 

frevvo-box

Save documents & attachments generated from frevvo forms and workflows to your box account

In a recent article, my colleague Yuri wrote about adding frevvo to Google Drive/Apps so it can be used as a low-cost ECM system.

It makes sense. Customers want an end-to-end solution where they use frevvo so they can stop emailing PDF documents around for signatures. It works great for them. But the documents need to live somewhere.

But, many enterprise customers still aren’t comfortable with using Google Drive for ECM.

We’ve recently noticed an uptick in customers and prospects who have asked about saving submission data from an automated frevvo form or workflow to their box account. So, we’ve decided to do something about it.

box-wizard

Save to box wizards

We’re working on a Connector and associated wizard for box. Similar, in principle to the Google Drive connector that lets you save documents to Drive. It’s simple and visual:

  • Choose Document Actions and select the Save to box.com option.
  • In the wizard that pops up, provide your credentials. The wizard will login to your box account, browse to find available folders and display them.
  • Select a parent folder (e.g. Purchase Orders) and a submission folder. Typically, the submission folder is a template that’s dynamically generated e.g. {ClientName}.
  • You can also choose which documents get saved including generated files e.g. a Government W-4 for an Employee On-Boarding workflow.
  • Click Finish and you’re done.

When the form or flow is submitted, the documents will be uploaded to your box account in a new subfolder whose name is generated from the ClientName form field (in our example). All subfolders reside in the parent folder (Purchase Order in our example).

Once in box, you can use all their features to collaborate, share and manage the documents in question.

It’s as easy as that. The Connector is targeted for V7.1, which is currently under development and targeted for late October, 2016. Obviously, the date could change 🙂

Interested in learning more? Contact us anytime for more details.

Episode 2016: A New Hope

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Click the image to view the crawl video

It’s December. Star Wars Episode VII is almost here. At frevvo, we can’t wait (like most of the world) and we’ll be posting a few Star Wars themed articles here 🙂

We’ve done a lot of work in 2015 to improve frevvo and it’s been in a wide range of areas that are really important to customers from workflow enhancements to usability to security and adding more platforms (more on that in a separate article).

yoda

But we’re also super excited about a bunch of new stuff coming to frevvo soon. The biggest of these is the long-desired Business Insights. Many of our customers are already past the basic benefits of Cloud (hardware and data center cost savings) and have realized that the real payoff is in the productivity enhancements from automating everyday approvals on mobile devices. But, they want to go further and see how these workflows are performing, where the bottlenecks are and how they can reengineer and improve productivity even further. Escalations, notifications and other workflow features help for sure. The next step is insights.

We’re busy building this and expect to release capabilities throughout 2016 starting with the first release in Q2 in which you’ll be able to monitor your workflows to easily see what’s currently in-progress, what’s completed, how long they took on average, and where the bottlenecks are.

bis

Of course, just like our forms, you can expect great-looking dashboards that work automatically on mobile devices, can be added to frevvo spaces, support access control etc.

Contact us if you’d like to learn more and watch this space for continuing updates.