27Sep, 2016
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Creating An External List From Excel And Importing It

Create your external lists more quickly and easily by creating them in Excel. When you create your form, you may be required on more than one occasion to insert defined lists for the same elements, whether for the same form or different forms. With Kizeo Forms, you will be able to create a standard list that avoids having to input the same list each time! We call this an External […]

27Sep, 2016
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Exporting your data: the CSV format

Export your data in CSV format in order to retrieve all your data entered for a defined period. The data is “compiled” in the same file, in a list; each field is separated by a semicolon. For example, in order to facilitate the internal processing of your data, you would like to be able to extract your entries into a single CSV file. Retrieve your […]

21Sep, 2016
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How to use Kizeo Forms application in 3 steps

Learn how to use Kizeo Forms: When you’ve just created your trial account, you can see this window appear: Step 1.  Create a form. Click on guided tour of your back office to understand how to use Kizeo Forms.   Please refer to the article ‘How to create and modify a form?’ for more details on how to create your first form. Step 2.  Download Kizeo Forms on your mobile. Go […]

19Sep, 2016
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Configure your unique identifier for each of your forms

Add your unique identifier 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 […]

16Sep, 2016
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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 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 […]

16Sep, 2016
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Creating and modifying a form

Here are the basics for creating your first form.  stage 1. Go to “Create a form”. Log on to the online platform (Form builder) and click on ‘Forms’ and click on ‘Create a form’. Choose if you prefer create a new personalised form or use a template from the library. Kizeo offers some pre-built forms in its ‘Library’. They are common examples of what you can […]

16Sep, 2016
8Comments

Fill out a form from your computer on the platform

How to fill out a form from your computer (Web entry) Log in your back-office: www.kizeo-forms.com. Web entry: Fill out your form from the Platform. Select the “Fill out form” tab from the ‘Data’ menu. Select the form you want to fill out (in this example we chose risk assessment form’), and click the ‘OK’ button. You can also use the search bar tool  to get the form you’re looking for: […]

16Sep, 2016
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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. To export your data collected in the field by users, log in your Kizeo Forms backoffice: www.kizeoforms.com. Data saved on the server may only be retrieved once in one of the formats offered by Kizeo Forms. What format? For what purpose?  Standard PDF: For printable reports. Our tutorial: Get the most […]

16Sep, 2016
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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. The item Tags. To customize your Word, PDF, Excel files or your e-mails, you need to know the item tags of your element. Click on the pencil  and go to the Help tab to find the item tags of your […]

16Sep, 2016
6Comments

Automatically sending your customized reports by email

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 […]