Send reports by email from your smartphone with Kizeo Forms! Gets started now! Thanks to its options for sending an e-mail, Kizeo Forms allows you to distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You will save time, the need for call-outs and the responsiveness within your organisation. After this tutorial, the e-mail options will no longer be a mystery to [...]
Automatically sending your customized reports by email
Customize your reports and e-mails with the tags
Each component of your form is defined by an item tag, for example ##contact##. The item tags represent the reference code for each element and allows you to customize your reports and your e-mails.
Understanding and using the Hierarchical list
A Hierarchical list is a list that allows you to sort your information by categories. You can create up to 9 different levels. For instance, you can create a list with countries, states and cities. In the first level of your list, you select the 'country'. When selecting it, you will go the the second level which is 'States', you select one. And finally you will access the third level which is 'city', and you can select a city.
First use: Your first steps with Kizeo Forms
From the App download to data entry and saving options on your mobile device. Here are the first steps with Kizeo Forms
Creating and modifying a form
Here are the basics for creating your first form.
Secure your form using the signature element
Signature element to prevent any change to your form after it has been signed and saved. With Kizeo Forms, the user and the customer will be able to sign reports when onsite using the signature element. Furthermore, this signature can lock the form. Securing a form containing signatures prevents it from being changed once it is signed. In fact, if the user attempts to change it, the signatures will be deleted and they will no longer be [...]
Understanding and using the Choice element
The "choice" element enables the app users with a direct preview of a list on their mobile device. This is very useful for surveys, questionnaires and short choice lists. A Choice list may be single, multiple or ranked. For example: being the owner of a cinema, you want to improve your establishment in order to better respond to the expectations of your customers and so you conduct a survey. You want to know among other things the [...]
Export your data in the format of your choice
Retrieve entered data with Kizeo Forms in the format of your choice: PDF, Word, Excel, CSV and automation.
The Push: Send pre-filled forms to your field workers!
Discover how to send your pre-filled forms from the office to the mobiles of your field workers, and follow the status of your 'Push' (forms transfered). Want to pre-fill forms and send them to your field workers for them to complete it? Got a job list for the day with information upstream from these jobs? Want to send these jobs to your onsite staff or filed workers?
Understanding external lists
When you create a form, you may have to use the same list in several elements of your form or you may even use it in different forms. With Kizeo Forms, you can create a list that you can re-use multiple times. They are called external lists.
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