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LiquidOffice Training Resources

Welcome! Subscribers may access the latest Training Manual using the link below. Please note the PDF will require a password to open. The additional information below is available to be used without a subscription.

Training Resources

Items below were last updated: December 27, 2022

The LiquidOffice Form Designer Training Manual teaches the basics of LiquidOffice Form Designer, outlines best practices for eSign document design, and provides information critical to implementing the eSign document solution.

To be able to download the future training manuals, IMM requires active annual subscription. IMM strongly recommends the annual subscription if the FI intends to design and maintain documents in-house.

Click the link to download the training manual. Use the password provided to open the training manual.

Download Training Manual

Items below were last updated: February 2022

The LiquidOffice Form Designer Installation Guide has installation steps and other important information related to LiquidOffice Form Designer and eSign. Click the link to download the installation guide.

Download Installation Guide

Items below were last updated: December 27, 2022

Here are the example documents which are referenced in the training manual, they can be used to implement your own documents.

Download Resources

Items below were last updated: February 2022

The reference videos below provide informational content on given topics.

Best Practices for Document Design

eSign 2020 or Higher Upgrade

Explore the changes in eSign 2020 that may impact your document design. Understand the updates that may be required when upgrading to the latest version of eSign.