LiquidOffice Form Designer Training Class

Important information about the May 2022 LiquidOffice Class

Based on the current LiquidOffice Class enrollment, we have made the decision to cancel the May class. As indicated on the registration form as well as in the class packet, a minimum of 15 registrants was required for the class to be held.

Therefore, your existing registration has been moved to the October 3-6, 2022 virtual training class.

If you are unable to attend this class but are interested in a future class, please email [email protected] and we will add your name to the next class when those logistics become available, they will be shared.

If you have any questions, please feel free to call. Thank you for being a valued client of IMM.

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 October 3-6, 2022. Class size is limited to 25 attendees and will be filled on a first-come, first-served basis. 

Special Note: Minimum requirement of 15 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 $1,800 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). 

 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.

***JavaScript Lab Overview

This class will NOT teach you how to write Acrobat® JavaScript code! The JavaScript lab will focus on how to use the LiquidOffice Form Designer Expression Builder and interpret the base code generated by the IMM JavaScript Code Generator. We will also provide some examples of common Expression Builder examples and JavaScript functions that are not part of the base code and show attendees how to modify this code as it pertains to specific documents. The lab will also be used as an open forum for questions about the document conversion process. Listed below are examples of what will be covered in the “Lab.”

 

Intuitive Document Selection: How to create “Criteria” that will add or remove documents from a document set based on a set of defined triggers. Examples:

  • If there is a Guarantor on a loan, add the “Guaranty Agreement.”
  • If the loan is denied, then add the “Adverse Action.”

 

Expression Builder Examples: The LiquidOffice Form Designer Expression Builder is used to perform simple arithmetic or text calculations. Examples:

  • How to Add/Subtract/Divide/Multiply fields
  • How to concatenate City, State, and Zip into one entry field

Helpful Resources for the Class

Class Registration Packet

Information regarding the upcoming class.

eSign Document Questionnaire

Collects information about a Financial Institution’s documents for IMM to properly perform document mapping.

Software Order Form

Order form to purchase the LiquidOffice Software.

Training Manual Subscription

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.

Training Manual for Subscribers

LiquidOffice Manual and additional resources can be downloaded. This link is password protected.

Head to Class.

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

Head to Class.

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