• About
• View a Form Summary: iOS 
• View a Form Summary: Android

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 . Select Summary. 
   
   
   
   
   
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. 
  
  
  
3. To print or share the summary, tap  and select the preferred sharing method. 
   
   
   
   
   
4. To return to the form, close the summary by tapping . 
   
   

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View a Summary on Android

1. On the mobile app when filling a form, open the page listing by tapping . Select Summary.
   
   
   
   
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. 
  
  
  
3. To save the summary, tap  and select the preferred save method.  
   Note: To share the summary, open your preferred email or messaging app and send as an attachment.  
   
   
   
   
   
4. To return to the form, close the summary by tapping your phone's back button.

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