29Dec, 2016
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How to send custom reports easily by email to multiple recipients?

Distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You would like to send your custom reports by e-mails to your customers or partners? Save time with Kizeo Forms by sending your data, in the form of your choice to your recipient(s)! With a list or choice field. You can define a list of contacts for sending e-mails. This list […]

27Dec, 2016
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Pre requirements: operating systems: iOS, Android and Windows

The Kizeo Forms mobile application is available for the following operating systems: Android version 4.2 onwards iOS version 8 onwards Windows Phone version 8.1 onwards Windows version 8.1 onwards   The platform www.kizeoforms.com is compatible with the following internet browsers: Chrome, Firefox, Safari, Internet explorer 9/10/11, Edge.   We recommend that you update your Internet browser regularly  to provide more security, so that you can get the best from Kizeo Forms. You do not have an […]

27Dec, 2016
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Integrate Kizeo Forms in your systems

To integrate Kizeo Forms into your systems, there are several methods, depending on your internal development capacities: Export CSV data with FTP solution Our CSV export has been specially designed with the aim of being easy to integrate through another software. In the context of a software integration, we recommend using CSV format instead of Excel format. From the option of your form, you can configure […]

26Dec, 2016
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Share your files on a FTP server!

The FTP server is a centralised platform  for all kinds  0f documents, which offers a structured files/folders environment to help you get organised. Unlike attachments to emails, the FTP is a scalable file-sharing solution. Step 1: Configuration of the FTP server In Kizeo Forms, the FTP option allows you to share files (CSV, XML and media types) on a FTP server chosen by you and configured beforehand. Technical prerequisites are required to implement […]

26Dec, 2016
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Configure your unique identifier for each of your forms

Add your unique reference that will increment automatically for each of your form! Are you in the habit of adding, to your final reports, an unique intervention number or a reference for a customer estimate? With Kizeo Forms, you will be able to configure it and no longer think about it! The record number. Each new saved data creates a record number you can use in your exported […]

26Dec, 2016
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Go further in customising your forms

You can customise the input fields of your forms or your separators by modifying their size, color and adding different icons. You can also customise your lists in the choice element. Customise your input fields. Go to the options of your field to be modified, Display tab. In the “Size of the item” drop-down list, select “Normal“, “Greater” or “Smaller” to adjust the size of your field. To change the […]

23Dec, 2016
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Kizeo Forms option: edit the name of the exported file.

When you export your data, the name of the report is the name of the form by default. In this tutorial, you will discover how to edit the name of your exported file. This customisation will be effective on custom-made reports (Word, PDF and Excel) and on the Standard PDF. Configuration Go to the Configuration menu, Forms tab.  Select a form. Go to Options in the form […]

23Dec, 2016
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The Kizeo Forms settings: The mobile tab

Manage the way your form works, on your mobile. The Mobile tab contains the full range of features that help decide how your forms will work on your mobile: enable editing of the form after its data entry, allow all users to view the history, authorise all users to modify other user’s data, allow data transfer between users, allow push of data and check mandatory fields while transferring. Go to the Configuration […]

23Dec, 2016
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The Kizeo Forms settings: General options tab

The General options tab lets you classify your form in headings and change its starting record number. Go to the Configuration menu -> Forms tab. Select a form. Go to the Form Options and then click on the General options tab. Presentation. Heading. It allows you to classify your form in a group of forms. You can : Add a form to an existing group by clicking […]

23Dec, 2016
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Understanding the element options

Each element of your form has a number of possible settings: features, visibility, advanced options, display options and help. The options that will be detailed in this tutorial are to be set in each element that makes up your form. You can do it by clicking on the green pencil icon. General properties Under the Features tab, you will find various options relating to the specific element: Title: Rename the element. In […]