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
Download the application on your Mobile device on the App Store (iOS), the Google play (Android) store and the Windows store (Windows OS).
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).
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).
Choose the form you want to use amongst those available on the list that you created on the back-office.
Click on each fields in order to enter data. Repeat this action to enter data on every fields used to create 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.
Once data is entered, you have got three choices:
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).
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.
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.
To get it back, go to ‘History’ tab, and then ‘Draft’.
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All your questions, comments and suggestions are most welcome!