Review a "Summary" of a mobile form before submitting

 

 

 

About

View a summary of a form before submitting it on the iOS mobile app.  This is useful for checking that all data has been entered correctly, or for showing a customer a view of all data entered before asking them to sign off. 

 

View a Summary on iOS 

  1. On the mobile app when filling a form, open the page listing by tapping Return_to_Listing.png. Select Summary


    summary.png

  2. A summary will open listing all answered questions. Skipped pages will not be summarized. 
    • Note: Viewing a summary does not submit the form. Tap Close to return to the form, and submit it from there. 

      review_a_summary_of_a_mobile_form...._2.png
  3. To print or share the summary, tap Share.png and select the preferred sharing method. 


    summary_share.png

  4. To return to the form, close the summary by tapping Close_Summary.png

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View a Summary on Android

  1. On the mobile app when filling a form, open the page listing by tapping menu.png. Select Summary.

    Form_Menu_Option.png

  2. A summary will open listing all answered questions. Skipped pages will not be summarized. 
    • Note: Viewing a summary does not submit the form. Tap Close to return to the form, and submit it from there. 

      Summary_View_3.png
  3. To save the summary, tap print.png and select the preferred save method.  
    Note: To share the summary, open your preferred email or messaging app and send as an attachment.  


    Print_Options.png

  4. To return to the form, close the summary by tapping your phone's back button.

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Comments

  • Avatar
    Thomas Esters

    Hello Support Team,

    thank you for developing this function. Our customer is very happy for providing this function.

    Thomas