Workflow Templates & Guided Tours

frevvo is very powerful form and workflow software for automating your day-to-day processes. But, we recognize that there’s a learning curve. We offer numerous forms of no-obligation help including Online Chat, Office Hours and Templates.

Templates

frevvo’s recent V7.3 Cloud release includes several pre-built workflow and form templates. When you sign in to your Cloud account, you’ll see a box at the top.

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frevvo Cloud comes with several pre-installed templates

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Click the green install button

These are pre-built form and workflow templates. You can click the More template apps green button to view all available templates. When you hover over any template, a greenĀ Install button appears. Simply click the button to install the template and you will be navigated to the Forms or Flows page for that template.

The pre-built templates are designed to let you quickly try out a workflow. They don’t apply any routing to specific users or roles so it’s easy to run the workflow for the first time.

Guided Tours

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Guided Tours help you quickly try out templates

All workflow templates come with short Guided Tours. They usually take just a few minutes and we strongly recommend you follow along the first time. When you install a template, the Guided Tour should automatically launch. It’s walk you through the application screens, how to run the workflow and finally, how to modify the workflow to add some real routing.

If the tour does not launch for some reason or if you want to re-launch it, simply click the orange Guided Tour button on any screen. The tour will begin from that point on.

We hope you’ll find these pre-built workflow Templates and Guided Tours to be helpful in evaluating frevvo. We’re here if you need help. Click the yellow Online Chat at the bottom of your screen on our website or application. You can also sign up for Office Hours or Online Group Training on our website.