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Hands-On Lab

Commercial Lines

(2832) Hands-On Lab: Mastering Indio Templates for Maximum Efficiency (Repeat)


Content Level: Intermediate

Personas: IT/Operations Manager

Products: Indio

Wednesday, September 30, 2026
1:30 PM - 2:30 PM East Coast USA Time
Are your teams using Indio® every day but still doing the heavy lifting of manually configuring forms, workbooks, and eSignatures? In this session for Indio admins, the presenter will dive into Indio templates and show you how to pre-configure workbook layouts, toggle required fields, and design eSignature workflows for standard PDF documents. You’ll learn how to drive organization-wide adoption by creating a consistent, familiar experience for your team. The presenter will also review how to incorporate form templates into lead capture pages to create intake forms that automatically generate prospect accounts in Indio.

Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.

Learning Objectives:

  • Thursday, July 16th, 2:00-2:45pm CT.