Training Videos

With the workflow software training videos, you can learn to:

  • Navigate the PerfectForms Dashboard
  • Plan your process
  • Build forms
  • Add workflow rules
  • Add intelligent, dynamic behaviors
  • Set notifications, reminders and escalations in your process
  • Manage access rights for different users at different stages of your process
  • Build reports
  • Create connections
  • Work with tables

After completing the training, you will have all the necessary tools to design, build, test and deploy your applications. If you need any additional assistance, please email us at


Dear Customer,
In order to ensure we provide the best experience possible, we have moved our training video access from the site to within the product. Please login to your PerfectForms account, click any ‘Help’ link, question mark icons, or enter a Support Ticket below.
Thank you,

Support Inquiry