Review a "Summary" of a mobile form before submitting

About

View a summary of a form before submitting it on one of the mobile apps. 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 back. Select Summary.

    "Summary" at the bottom of the form page listing.

  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.

    A mobile form summary page

  3. To print or share the summary, tap the share button and select the preferred sharing method.

    The iOS share/download menu.

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

View a Summary on Android

  1. On the mobile app when filling a form, open the page listing by tapping the options menu. 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 PRINT 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.

View a Summary on the Windows 10 app

  1. In the Windows 10 app, open the form that you want to work on.

  2. After you answer some or all of the questions, select the action menu to display the Index.

    Page of a form that shows the action menu at the top left

  3. From the Index, select Summary.

    Index with the Summary link at the lower right

    Result: The summary opens and displays all answered questions. Skipped pages are not included in the summary.

    Summary page with answers displayed

  4. Do you want to print the summary?

    • If yes, select the print icon. Result: A printable version opens, which you can save and then share.

    • If no, select the check mark icon to return to the form.