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LiquidOffice Form Designer
Training Class

Registration is Open!

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.

What to expect

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.

How it works

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.

Cost

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.

Requirements

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.

Support

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).

Join Us


We look forward to your registration and the opportunity to provide you with the skill set to master and maintain your financial institution’s documents.




Preliminary Class Agenda

Note, the information below is preliminary and may change closer to the date.

Download Agenda
12:15 pm

Arrival & Setup

Log into Webex Event using credentials provided

12:30 pm

Welcome & Introduction

12:45 pm

Presentation

Overview of eSign and Best Practices

1:30 pm

Break

1:45 pm

LIVE Q&A, System Accessibility Check

Lesson 1-4 & Lesson 6 Training Videos Forms Designer Toolkit downloaded LO and JSCG installed and functional

2:30 pm

Break

3:00 pm

Presentation

Lesson 5: Guidelines for Creating eSign Documents

4:00 pm

Break

4:15 pm

Presentation

Lesson 5: Guidelines for Creating eSign Documents

12:15 pm

Arrival & Setup

Log into Webex Event using credentials provided

12:30 pm

Presentation

Lesson 5: Guidelines for Creating eSign Documents (Continued from day 1)

1:30 pm

Break

1:45 pm

Presentation & Hands-On Exercise

Lesson 6: Uploading and Processing Documents in eSign

2:30 pm

Break

3:00 pm

Presentation and Hands-On Exercise

Lesson 6: Uploading and Processing Documents in eSign

4:00 pm

Break

4:15 pm

Presentation and Hands-On Exercise

Lesson 6: Uploading and Processing Documents in eSign Quiz #1

12:15 pm

Arrival & Setup

Log in using credentials provided

12:30 pm

Presentation & Hands-on Exercises

Lesson 7: JavaScript Lab

1:30 pm

Break

1:45 pm

Presentation & Hands-on Exercises

Lesson 7: JavaScript Lab

2:30 pm

Break

3:00 pm

Presentation & Hands-on Exercises

Lesson 7: JavaScript Lab

4:00 pm

Break

4:15 pm

Presentation & Hands-on Exercises

Lesson 7: JavaScript Lab

12:15 pm

Arrival & Setup

Log in using credentials provided

12:30 pm

Presentation & Hands-on Exercises

Lesson 7: JavaScript Lab

1:30 pm

Break

1:45 pm

Presentation and Hands-on Exercises

Lesson 7: JavaScript Lab

2:30 pm

Break

3:00 pm

Presentation and Hands-on Exercises

Lesson 7: JavaScript Lab

4:00 pm

Break

4:15 pm

Quiz 2 & Class Closing

Head to Class.

Now that you have registered, click the link below to head over to our classroom.

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