Kizeo Forms - Tutorials

First use: Your first steps with Kizeo Forms

Written by Benoît | Sep 16, 2016 4:00:00 AM

From the App download to data entry and saving options on your mobile device. Here are the first steps with Kizeo Forms

Stage 1. Download the Kizeo Forms' App.

Download the application on your Mobile device on the App Store (iOS) and the Google play (Android) Stage 2. Log in Kizeo Forms.

Once the app is installed, open it. Log in with your personal login details (ID, Password and company code) chosen when creating the account (or given to user(s) by the account administrator).

Stage 3. Select and fill in the form.

Choose the form you want to use amongst those available on the list that you created on the  back-office. Enter data on every fields used to create your form.

Stage 4. Reset writing and exploring the form.

This option deletes all previously introduced fields. This can be helpful to start over from the beginning. 

Stage 6. Lock, Draft, Transfer to, Save.

Once data is entered, you have got four choices:

1. Lock.

This option allows you to lock the data. You can then easily propose to your client to eview the information entered.

2. Draft.

Save your form as  draft. PDF (or other format) report is not sent out by email if from is set up accordingly. You can get it back from the 'draft' to continue filling in it.

3. Transfer to.

According to the way your form is set up when creating it, you can transfer forms to an other user. For more info on this option, please refer to our transfer of data between users tutorial.

4. Save.

The form (and data) is saved on the servers. The PDF report can be sent out by email if you set up the system accordingly (Forms' options). For more info on Emails, please refer to our  tutorial. You can also export the report form the back-office (please refer to our export your data in the format of your choice tutorial  for more info).

Swipe to add to favorites.

You can add one or more of your forms to your favorites. To do so, hold and swipe the desired forms to the left

 
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