19Sep, 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 easy steps to get started with Kizeo Forms

Stage 1. Download the Kizeo Forms’ App.

Download the application on your Mobile device on the App Store (iOS), the Google play (Android) store and the Windows store (Windows OS).

Download Kizeo Forms app on the Google Play store.

Download Kizeo Forms app on the App Store.

Download Kizeo Forms app on the Windows Store.

Stage 2. Open Kizeo Forms.

Once the app is installed, open it.

To avoid any misunderstanding between the different OS, the three examples are are used all along this article (iOS on the left, Android in the middle and Windows on the right).

Click on the Kizeo Forms icon.

Stage 3. Log in.

Log in with your personal login details (ID, Password and company code) chosen when creating the account (or given to user(s) by the account administrator).

Log in Kizeo Forms

Stage 4. Select a form.

Choose the form you want to use amongst those available on the list that you created on the back-office.

Select the form to fill out

Stage 5. Fill in the form.

Click on each fields in order to enter data. Repeat this action to enter data on every fields used to create your form.

Fill in the corresponding fields that compose your form.

Example : We used the Address field. Once filled in, click on the “OK“/”Return” button top left corner on iPhone, bottom left corner on Android and bottom in the middle on Windows, to exit the ‘address section’ and keep on filling in the remaining fields on form.

Fill in your form.

Stage 6. Save, Transfer or Draft.

Once data is entered, you have got three choices:

1. Save.

The form (and data) is saved on the servers. The PDF report can be sent out by email if you set up the system accordingly (Forms’ options). For more info on Emails, please refer to our tutorial. You can also export the report form the back-office (please refer to our export your data in the format of your choice tutorial for more info).
Save the form once data entry is done.

2. Transfer.

According to the way your form is set up when creating it, you can transfer forms to an other user. For more info on this option, please refer to our transfer of data between users tutorial.
You can transfer your form.

3. Draft.

Save your form as draft. PDF (or other format) report is not sent out by email if from is set up accordingly. You can get it back from the ‘draft’ to continue filling in it.

You can save your forms as draft

To get it back, go to ‘History’ tab, and then ‘Draft’.

To get your form back, go to the history tab.

click draft.

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All your questions, comments and suggestions are most welcome!

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