30Apr, 2019
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Customize your tables in your Word and Excel reports

Do you use the table element in your forms for your purchase order or inspections? Learn how to format it in your Word and Excel templates to customize your reports. The “Excel/Word Table” form has been added to the Kizeo Forms library to illustrate the examples below. Tip #1 Formatting in Word. Row data Insert a table with as many columns as you need and […]

27Mar, 2019
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Add your company logo on the Standard PDF document, the form as well as your custom reports!

Do you know that you have the possibility to add your logo on the Kizeo Forms application? You can add your logo on the Standard PDF document, the form as well as your custom reports. TIP 1: Add your logo to the Standard PDF Document To do this, on your administrator account, go to the Back Office Settings tab. Select your image on your computer, […]

25Feb, 2019
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Automatically send an email to the field manager upon form completion

Do you want to automatically send an email to the employee’s direct manager during a new registration? Find out how, using customizable user fields, add one or more email addresses and automate sending! This tutorial discusses advanced concepts of Kizeo Forms like: Customizable user fields Sending email to multiple recipients If you are not familiar with the above notions yet, we recommend that you first […]

15Jan, 2019
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What to do if your custom report does not work?

Your personalized report does not appear as you wish? Information is missing? To make it easier for you to improve it, find below some tips! Tip #1. Analyze your model From the options on your Exports tab form, you have the option to analyze your document. This function allows you to easily identify correctly entered tags and those that simply do not exist. For this […]

18Dec, 2018
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How to set up form validation on Kizeo Forms?

In this tip, we explain how to set up one or more supervisors, who will validate the registration of data in Kizeo Forms. As a result, your employees in the field can only transfer the information to their manager. This tutorial discusses advanced concepts of Kizeo Forms such as: Custom user fields Advanced transfer The visibility If you do not know the above notions yet, […]

26Nov, 2018
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How to obtain the geolocation in a personalized report?

In order to dig deeper on the customization of your Word and Excel reports, discover how to display your geolocation as a map, link or QR code! In the examples below, we will use as a tag for our Geolocation element: ##geolocation##. The standard Geolocation tags. ##geolocation##: It displays the GPS coordinates with a link. Example: 40.714587593160424,-73.99821728467941. ##geolocation:latitude## and ##geolocation:longitude## . they provide latitude and longitude. Example: 40.714587593160424 and -73.99821728467941. […]

11Oct, 2018
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Block Tags or Paragraph Delete Option?

Through the Kizeo Forms application, you have several ways to show or hide a paragraph in your custom word document. In this tip, we will introduce you to the distinction between the block tags and the Delete paragraph option in the custom Word if empty or hidden data is present. Do not hesitate to leave your comments ! We are available to answer your questions, […]

07Sep, 2018
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Get the date and time automatically in your reports!

Learn how to automatically retrive the date and time of your fields and your entries on your customized reports or emails! Tip 1: Customize your reports with the Date and Time field. Using the Date and Time field you can automatically obtain the date and/or time you have previously entered. You can customize it with the following tags: Tip 2: Get the date and time […]

10Jul, 2018
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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, […]

25May, 2018
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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: […]