Starting MOBIDI Office

Thank You for Joining Us;

You will start using MOBIDI Office in 5 steps. If you have a license you have already completed the first step. If you do not have one yet, please follow the steps on www.mobidi.com.

There may be slight differences between Cloud MOBIDI Office and MOBIDI Office installed on your own computers.

Enjoy MOBIDI Office

Adım/Step Installation Steps Advanced Topics

1

At the Beginning

We’ve sent you an e-mail about your license. If you cannot find it, please also search in spam mails.

Please follow the links in the mail.

Cloud users will be directed to cloud.mobidi.com.

Otherwise download the setup file and install it. The system requirements are on the
System Requirements: MOBIDI Office and Mobile App

System Requirements: MOBIDI Office and Mobile App

Troubleshooting

2

Let’s Start MOBIDI Office

Cloud users should use the registered e-mail to login. The application will ask you to create a new password.

If you have installed it in your environment, start MOBIDI Office (Installation may already have done it for you). Log in with the e-mail you used for the license, The application will ask you to create a new password.

Troubleshooting

Office User Management and Authorization

3

Your First Project

A MOBIDI Office project brings forms, reports, panels and rules together. It makes it easy to manage the system.

You can choose your first project among dozens of projects covering different needs in different sectors. You will be able to customize this choice but for now, we suggest that you choose one and continue.

Forms, panels and reports will be created automatically with your choice. These will allow you to track mobile activities and anlyze them when mobile users start collecting data.

MOBIDI Office

How to create a new form, how to modify forms?

Barcode and QRCode Reading

How to capture a wet-ink signature on Mobile Device

Lists and Advantages

Reports

Dashboards

Smart Assignments

Troubleshooting

4

Mobile Users

Now it is time to define mobile users. You will define users from the Mobile Users menu.

After definition, we send an SMS for new users to easily install the mobile software.

Mobile User Management and Authorization

Mobil app, MOBIDI, Setup

Smart Assignments

Office User Management and Authorization

Troubleshooting

5

Updating Mobile Users

Now it is time to update mobile users. In other words, to transfer the information we create in the Office to mobile users.

When you make a change that requires mobile users to be updated, MOBIDI Office will indicate this in the menu.

Mobile User Management and Authorization

Smart Assignments

Troubleshooting

Congratulations!.

Mobile users can now start collecting data.

There is a panel in your first project. With this panel, you can monitor data from users. Your panel will renew itself in every minute.

If you want to send a message to users, you can do so from the “Mobile Users” tab.

The DECE team is always with you to answer your questions and offer you solutions. Please call us.

6

Panels

Panels will be your most valuable tool for monitoring progress and evaluating general data. Panels are created with very easy interfaces.

You can determine who can access the panels. In this way, you can create separate panels for each level or for different roles in your management network.

With panels, each unit or person can see the tasks or pending jobs. So you can monitor and manage processes.

Dashboards

Queries

Workflows

Office User Management and Authorization

7

Map

The map can tell you much more than hundreds of pages of reports.

Maps

8

Continue with GEODI…

Text and photos collected with MOBIDI can be transferred to GEODI in your institution for different purposes.

  • GEODI allows you to access all data of your organization, Archive, Social Media, ERP, CRM, eBYS and more from a single point. You can include your MOBIDI data as well.
  • You can process photos collected with MOBIDI with GEODI object recognition tool, ImagePro. With ImagePro, you can count products on the market shelves, find street furniture in photos or count trees.
  • You can send documents to the archive from mobile. You made a delivery, got the document signed, took a photo of the signed document and attached it. GEODI turns this document into text by OCR processing and you find it when you search.
  • ..
GEODI Integration

9

Team Management

Your teams mani job may be de collect data or record the works. But communication with them, and also presenting the jobs is an important part. MOBIDI Office has various tools for team management.

  • Send messages to individual users or group.
  • Assign tasks with Smart Assignments
  • Create panels that show only the necessary deşals for the users and managers.
  • Re assign old record to complete the missing information like photographs, or other details.

10

Information and Advanced Topics for System Administrators

MOBIDI Office offers you many advanced features besides low-code features.

Here you will cover very complex business processes, connecting to a different database, creating complex reports and other issues.

Reports

Sub Forms

Zapier Integration

Notifications&Integrations

Workflows

Create new List Templates for MOBIDI Office