Creating workflows and PDFs online with frevvo Live Forms is a piece of cake. (Try an example now.) It’s simple with frevvo’s easy-to-use drag & drop designer, but don’t you want to make it yours? Businesses generally need or want to have their company logo on legal documentation. The latest version of frevvo makes this possible with the PDF snapshots and custom header and footer feature.
You can now upload your logo image and configure the form/workflow so that it will be displayed on every page of the PDF print view. You can also generate page numbers, dates and times, set page margins and whatever else you may need for your documents. This allows for a great user friendly experience while still meeting business requirements with a one shot deal.
With frevvo Live Forms, the process is now an online workflow integrated with their Confluence wiki. Meeting notes use a structured format eliminating errors and missing fields. Built-in workflow ensures that the right members are notified at the right time.
The notes are saved to a Confluence page for easy access without searching through email.
School and college teachers, principals and administrators are extremely busy people. They’re dedicated to their students and would love to simply focus on teaching and helping students. Yet, they must deal with unnecessary paperwork for things like mileage reimbursements, conference travel expenses, leave approvals etc.
There’s a better way with Electronic Approval Workflows from frevvo. You can dramatically reduce this paperwork, free up time & resources to focus on students and help the environment. Watch this short video (less than 100 sec) to see how.
Fillable PDFs are even worse – often they simply don’t work unless you download and install a special app and if they require a signature, you’ll probably still have to print it anyway. Try it – here’s a General Permission form for a school. It’s a nightmare to use even with Adobe’s PDF Reader app. You have to pinch and zoom to fill out fields, it’s a frustrating user experience and most people simply give up. PDFs just aren’t responsive.
Is your paperless strategy fillable PDFs? No one’s going to fill them out!!
What should you do? For your web site, Luckily, creating responsive web forms that just work naturally on mobile devices isn’t that hard. Try the same form above on any device and you’ll see that it works smoothly and “responds” to the form factor of the device. Even with the limited real estate of a smart phone screen, it is reasonably easy to use. You can sign it right there without printing. It’ll automatically render in a different language if available and your phone is set to that language. Here’s the Spanish version.
There’s no doubt that green schools save taxpayers money. But green buildings and iPads are expensive, multi-year efforts.
Reducing paper use is one of the quickest and most budget-friendly paths to a green school. Electronic textbooks and assignments are important but schools also use mountains of paper for simple, day-to-day activities like parental consent, field trip chaperone lists and various staff approvals (conference, leave etc.). For example, Miami-Dade County has 2350 (!!) active forms. The majority of these need to be signed and will end up being printed on paper and stashed in filing cabinets for years. And, they’re not alone! The California Integrated Waste Management Board estimates that 47% of school waste is paper.
With frevvo, replacing these paper/PDF forms and workflows with fully electronic versions is fast, easy and affordable. We’ve already built many of these and they’re super easy to customize to fit your unique needs. They can be signed electronically, routed to the proper person(s) and used on mobile. When completed, they can generate documents that can be saved to Google Drive or to a document management system.
American Healthcare Technologies (AHT) provides technology-enabled services to a range of hospitals and medical practices.
They have several forms such as enrollment, medical test, consent and prescription forms as well as various questionnaires and surveys. Forms are often filled in by a patient or nurse and then sent to a physician for his/her signature and approval. With customers in many locations, the existing paper-based system is simply too inefficient.
With frevvo, they were able to roll out an Android tablet-based solution including the forms themselves, routing, and electronic signatures. It’s quick and easy and saves physicians invaluable time, reduces errors and saves data electronically.
Best of all – they needed to do this fast and were able to roll out a complex solution in under 3 months. Want to do the same for your business? Contact frevvo today.
Departments at the University of California, Davis offer several internships to students. At the Department of Animal Sciences, applying for one was a tedious and manual process:
The Student gets a form from the Advising Center, fills it out and submits it to the Center.
The Advising Associate checks it for accuracy.
The student then gets it approved/signed by the Field Supervisor.
The student then gets it approved/signed by the Faculty Sponsor.
The student then gets it approved/signed by the Master Advisor.
The student then returns it to the Advising Associate who issues a CRN number and sends it via email to the student.
The student uses the CRN number to register for the internship
The student has to track down multiple people and collect signatures/approvals – a time consuming and wasteful process. When any person is traveling, the approval gets delayed. The completed internship applications are paper documents stored in filing cabinets that are hard to locate and report on.
With frevvo, the Department now has all internship applications online. Check out this Case Study. The routing happens electronically freeing busy students from having to physically track down approvers. Field supervisors, faculty sponsors and advisors can instantly approve and sign online whether they are in Davis or anywhere in the world even using their mobile device. Documents are stored online as PDFs – they’re secure, easy to find and and report on.
It’s just one of many, many approval workflows that customers are automating with frevvo. Interested in learning more? Contact frevvo today.
If you’re a parent with one or more children in school, you’ve probably received a packet of paper forms from your school to fill out. At frevvo, we’re already working with K-12 school districts to turn these into electronic versions (more on this later). But, that’s not all K-12 schools are doing with frevvo right now.
Check out this new Case Study. Unfortunately, we can’t use the school district’s name yet (soon I hope) but it’s a large K-12 school district in California with close to 20,000 students. They’ve automated eight (8) approval workflows in just 3 months – bread & butter things like Absence Records, Mileage Reimbursement & Conference Attendance.
For the Absence Record, it was a paper form that must be filled out monthly by every single employee even those who didn’t have any absences that month. As you can imagine, it’s a tedious process. Someone has to drive to each school and pick up the absence records, which are then validated by someone, approved and signed by a supervisor. Then they’re processed by Payroll and, if necessary, sent to a Risk Manager depending on criteria in the form. All manual! Slow! Expensive! Error prone!
Now, it’s a fully automated frevvo workflow with solid validation, business rules, LDAP and database connectivity. There’s less to fill out, less duplication, fewer errors and nobody driving around to pick up paper forms.
Interestingly, they already own SharePoint but chose to use frevvo for these workflows because it provided an easy-to-use solution that fully met business requirements at a fraction of the cost.
The core of a purchase order workflow is filling out a form and getting it signed by your customer. Yet, in most cases, it’s unnecessarily painful. Someone fills out a PDF or Word document or an Excel spreadsheet. If internal approval is needed, that usually means print and sign. Then it’s e-mailed or faxed to the customer who goes through the same print, sign and fax back.
With frevvo, it’s easy and automated.
Create the PO electronically, enter your customer’s email address and Send the Order.
The customer will get an email with a link to the PO. Click it on any device and up comes the PO.
Review it, sign right then there and send it back.
frevvo will send a copy of the signed PDF to you as well as the customer by email.
That’s literally all there is to it. Check out this video – it’s just 70 seconds long. Want to try it for yourself? Workflows require an authenticated user but it’s easy – click here to sign up for a free cloud account and we’ll help you set this up in no time.
How easy is it to create signature forms? Simply drag and drop the Signature control into your form. You can also create digitally signed sections. When the user clicks to digitally signed, the same box pops up and he/she can sign using a touch screen or mouse.
Google for Work is an awesome suite of apps that brings together essential services for your business. It’s amazingly cost effective, cloud-based and you can access it anywhere, anytime. Add frevvo web forms and workflows to the mix and there’s so much you can do. Check out the short 5 min video below to learn more.