Category Archives
How to adapt your forms to make them conform to the GDPR?
This tip is accompanied by an example form present in our library. You can find it from the menu Forms -> Library–> Authorization of personal data collection form To bring you in line with the GDPR, we present here some tips to help you automate this procedure! Identify items containing personal data via an export containing all of your fields Following a request by email, […]
How to view suggested lists on your form?
In order to facilitate the entry of elements for your employees in the field, you can offer them a suggested list or in other words an input field linked to a predefined list. This could be, for example, a list of sites to inspect, collaborators, etc Choose the input field from a suggested list on your phone! To view the suggested list option: Step 1: […]
Generate a link to open Google Maps directly from the form
Open the GPS navigator directly from the Kizeo Forms application to get to your place of intervention. Learn how to save time with this feature. The calculation tool on the application can generate a link that helps you launch Google Maps from the application. Step 1 : Configure your site list Create an intervention list (external list) with references. Ensure the list contains the latitude and longitude of […]
How to store and organize your custom reports within your Dropbox account
Did you know that you can store and classify your reports generated with Kizeo Forms directly in your Dropbox account? It means that when you are done collecting data on your mobile device, you can choose to have your custom reports stored and organized automatically and instantly on your Dropbox account. You can even create files and sub-files just by configuring previously your form on […]
Get automatic timestamp and geolocation of each element in your custom-made reports
Knowing the exact date, time and geolocation of each elements in your digital form can be a relevant information. Did you know that with Kizeo Forms you can get this information automatically in your custom-made report? Get the timestamp of your elements It is possible to get a timestamp for the following elements: Photo, Signature, NFC tag, Barcode and Geolocation. This information will be displayed in […]
How To Configure Different Email Scenarios
With Kizeo Forms, it is now possible to set different emails according to what has been written in your digital form. Let’s take the example of the Delivery voucher template available in the library. Once the driver filled out the form upon delivery, several customized emails will be sent: An email to the customer service (only if a damage on the package was notified) with […]
The different statuses to manage your Kizeo Forms account
With Kizeo Forms, there are three different statuses: the administrator, the group leader and the user. Let’s see each one of them and what there are allowed to do. To go a little bit further… How to organize and manage your account. How to manage the data transfer between users. How to manage the right of access to a form for each one of your […]
Users’ rights: Manage the rights of access to your forms
You are a Kizeo Forms account administrator? You want to allocate different forms to different users? It can be done! Example. You manage a team in your business. You use Kizeo Forms to produce your expense accounts, your activity reports, etc. You want certain employees to have access to certain forms only. How do you allocate your forms? Option to allocate rights to all users by default. Go […]
Group of users and Group leader
Create an organisation chart, organize your users by location, etc. in your Kizeo Forms account and add a Group leader Let’s take an example, a director wants to deploy Kizeo forms on several locations. To save time and facilitate the management of forms, she decides that a group = a location. For organisation purposes only one Kizeo Forms account is created and she will be […]
How to access your documents stored in Google Drive from the Kizeo Forms application?
The vast majority of professionals store their work documents in a cloud. The most commonly used tool for this is the Google Drive. Next, we will teach you how to access the documents stored in your Google Drive directly from the Kizeo Forms application. It can be useful during an intervention to consult a technical manual or any informative document. To achieve this, it is […]
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