Easily retrieve and analyze your form data from the History tab of the Platform. Export and edit your data, input your forms on the web, re-send e-mails &c.
In your Back-office History you can export data, modify them after inputting, input forms from your back-office, re-send your e-mails, display your data on a map, make pushes, and so on. To find out more, read this tutorial! The detailed sections will show you all the functions of this page. If you just want to consult one function in particular, go to the tutorial for that function. A link will allow you to access the start of each part.
First, we will through the basics principles of the History tab: display settings, selection, search, overview and deleting data. Always start by selecting the form on which you wish to work and the time period.
It's up to you to choose the elements to display in order to facilitate reading of your data or sort on screen. The configuration is done instantly and remains saved for your future visits.
You can select one or several lines of data to export or delete it.
You have two ways of searching your data input. First, using the Search bar where you can type any word present in a form (the name of a contact, an address, etc.).
You can see your data in web input format. To do so, click on the 'Action' button and then on 'Preview'.
You can export your data in different formats: PDF, Word, Excel or CSV. Please refer to the tutorial on exporting data.
Warning: you must authorize modification of this form beforehand! When your create or modify your form, go to its Options, on Mobile tab, check ' Enable editing of the form after its data entry'. If you wish for all users to be able to modify data, tick ' Authorize all users to modify other user's information'.
The Fill out form tab, located under the Data tab, allows you to complete a form from your computer on the online platform. Please refer to the tutorial on how to fill out a form from the platform.
Discover how to send your pre-completed forms from the office to the mobiles of those working for you, and follow the status of your messages. Please refer to the tutorial on the push.
In Option, History tab, you must select from the scroll-down lists:
Return to your form from History. From here, you can:
Then click on Selection and then Map.