Personalised.

Training. Sessions.

Overwhelmed by technology or want to get the most out of Forms Live? We’ve got your back!

*only available with an active Forms Live subscription.

Take a peek at our training style
digital forms training session

We understand that technology moves pretty fast, and if you don't stop and ask for help once in a while, you could miss out on some of our awesome features!

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Eliminate overwhelm
Has the thought of creating forms got you all panic & No disco? Eliminate the overwhelm with Forms Live training sessions.
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Personalised sessions
Online 1:1 training sessions with your team to help them make the transition to Forms Live and make transactions completely painless.
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Features deep dive
Learn all the ins-and-outs of Forms Live features, from uploading documents to having them available to use in the field.

Schedule a training session today!

To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.

*only available with an active Forms Live subscription.

Personalised Training Options

If you’re new to Forms Live, or want to get the most out of all the features, we’ve curated a training package just for you, over as many sessions as needed.

Account Onboarding

Admin Kickstart

New to Forms Live or looking for a refresher course? We will guide you through how to set up your account.

Account Customisation

Customise your account, from editing account details and passwords to user addons.

Transactions & Subscription

View invoices of purchases, auto renew subscription feature, and how to add/edit credit cards.

Adding Team Members

For agencies that have multiple users, we’ll show you how to add users, manage subscriptions, and user addons.

Integrations

Setup integrations with your CRM, utility connections, and third-party applications.

Agency Logos

Customise your forms by adding your company logo on the top right hand corner of each form.

Setting up 2FA

Setup Two-Factor Authentication (2FA), a security management feature, requiring two forms of identification to access your account.

Schedule a training session today!

To ensure you get the most out of Forms Live, book in for our Personalised Team Training sessions with one of our dedicated Business Development and Implementation Managers.

*only available with an active Forms Live subscription.

Team Training

Deep Dive

New to Forms Live or looking for a refresher course? We will guide you through how to set up your account.

Creating Forms

Create forms from start to finish, including how to setup templates.

Remote Signing

When you need a document to be signed by a party that is not present in the same location as you.

PDF Completion

Add text, signature fields, and checkboxes to attached PDFs so you can input information directly into the document.

Info Request

How to send draft forms to recipients for them to complete fields on your behalf.

Sign On-Screen

Allowing you to sign your form on-screen (using a tablet device) whist you are physically present with your client.

Printing & Downloading

Download a PDF version of a form to your local computer which can then be printed.

Have questions? We’re here to help!

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Hi there!
Need some help?

Hi there! Need some help?
We pride ourselves on our technical support team. When you contact tech support, you will talk directly with the development team who created Forms Live in Adelaide, Australia.

Our Learning Centre - like Netflix for forms.

We have a full suite of on-demand tutorials and live instructor-led training sessions are waiting for you!