Eric Soya
VP of Branch Administration | United Bank
Ron Amstutz
EVP | Desert Financial Credit Union
We are pleased to provide you with registration information for the next IMM LiquidOffice Form Designer Training Class, which will be held virtually May 13-16, 2024. Class size is limited to 40 attendees and will be filled on a first-come, first-served basis.
Note: Minimum requirement of 12 registrants to host class; if minimum requirement is not met your registration will be moved to the next scheduled LiquidOffice Class.
The virtual class will be approximately four hours per day over four days (note that class times are EDT). The class will focus on designing and fielding documents in LiquidOffice Form Designer and attendees will learn best practices for customizing and building documents for IMM eSign. The concepts covered include importing existing PDF documents, mapping signatures for in-branch and remote signing, and using the JavaScript Code Generator.
Attendees will also learn to set up intuitive document selection and participate in the JavaScript Lab, where they will learn to use the Expression Builder and JavaScript to enhance document functionality.
Attendees will receive examples of commonly used Expression Builder calculations and custom IMM JavaScript code that existing financial institutions have used to streamline document processing. The class is a combination of videos and hands-on training. It features a technical and operational “How To” needed by financial institution personnel who plan on designing or maintaining documents for IMM eSign.
The cost of $2,500 covers the seminar course materials, an online training manual*, a training environment, and live Professors with daily Q&A sessions. To register for the class, please electronically complete the Class Registration Form.
The LiquidOffice Form Designer software is required and must be purchased in advance of the class. To purchase the software, complete the LiquidOffice Software Order Form. This form can also be used to order the JavaScript Code Generator (JSCG), which automates the process of generating JavaScript for global fields in eSign documents. Licenses for both LiquidOffice Form Designer and the JavaScript Code Generator are issued per workstation. Each workstation running the software needs to be licensed.
Dedicated support during class hours has been incorporated into the LiquidOffice Class agenda. Please be advised that any post class assistance with an instructor would be considered billable (see Document Pricing Guidelines for more information).
Note, the information below is preliminary and may change closer to the date.
Download AgendaInformation regarding the upcoming class.
Collects information about a Financial Institution’s documents for IMM to properly perform document mapping.
Order form to purchase the LiquidOffice Software.
Enrollment form to subscribe to the LiquidOffice Training Manual Program to receive an updated manual as it becomes available. IMM strongly recommends the annual subscription if the FI intends to design and maintain documents in-house.
LiquidOffice Manual and additional resources can be downloaded. This link is password protected.
Now that you have registered, click the link below to head over to our classroom.
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