FormFusion Introduction and Advanced

This 2-day remote training is geared for new FormFusion designers and those requiring a refresher on the application. This hands-on course covers how to build FormFusion templates to enhance users’ documents and to customize their output for specific delivery methods.

Agenda

FormFusion Training - Introduction

Day 1 (4 hrs., 12:00-4:00pm ET)

• FormFusion Application Introduction
• User Interface & Navigation
• Processes and Print Parameters
• MapForm Template Component
• MapForm Properties and Field Mapping (Floating & Offset Fields)
• Basic Exercise (PO Template)
• FormStamp Template Component
• FormDirector Template Component
• Directors: Print, Email, Imaging, Script, DocuSign

FormFusion Training – Advanced Topics

Day 2 (4 hrs., 12:00-4:00pm ET)

• Continuation of any topics overflowed from Day 1
• CaptureForm Template Component
• CaptureForm Variables and Queries
• Template Copy (FormStamp & FormDirector)
• Additional Form Options
• Conditional Logic of Object, Form and Output
• Basic Template Design Exercise (Transcript or Student Bill Template)
• Test Print Template Option
• Additional Material (if there is remaining training time)
• Template Security Configuration
• FormFusion Troubleshooting Process Deep Dive
• Comprehensive FormFusion Support Options Overview

Prerequisites

Intermediate knowledge of Banner or Colleague and an understanding of query logic or basic SQL.

Necessary Supplies:

• Strong internet connection
• Dual monitors
• Headset (for better audio and interaction)
• Print out all materials sent by trainer