Editing our customer layout form on mobile devices using google sheets. 


By popular demand, we've got an article on how to edit our customer layout form on mobile.


As much as you can get the best out of our latest version of the customer layout form on your laptop, PC or Mac (using this guide), it's still possible to fill it out on mobile devices and tablets using the google sheets app. It's a little more long-winded to open it, but here's a quick step by step guide. 


The below guide is based on an iPhone or an iPad, the Android guide will be out soon. 


You'll need the following. 
Safari the web browser 
The google sheets app (available on both IOS and Android systems).
The google drive app (optional). 
An idea of what your finished conversion will look like. 



How to open the customer layout form on mobile devices.

Please note, as much as we love to use Ecosia as our main browser, this only works in Safari. 


Step 1a - Click here to download the customer layout form. 


Step 1b - Click the share button (circled in red below) 


Step 1c - In the apps section of the share page, click more. 


Step 1d - Select copy to Google Sheets, this will now take you into the Google Sheets app and offer to save the sheet to your google drive, 


Step 2 - Select "Save to drive". The document will now open


From here you can continue to fill out the layout form using the same guide as for your desktop. Click here to read this. 


Let us know if you've found a smoother way of editing this. 


Have a nice day and we look forward to seeing your finished layout