# Epicollect5 User Guide ## Epicollect5 User Guide - [What is Epicollect5](https://docs.epicollect.net/readme.md): Free and easy-to-use mobile data-gathering platform. - [Projects and Entries Syncing](https://docs.epicollect.net/about/projects-and-entries-syncing.md): Learn about manual project selection, device data storage, manual uploads, and referencing downloaded entries to maintain data integrity when using the Epicollect5 platform. - [Our Community](https://docs.epicollect.net/about/our-community.md) - [Privacy Policy](https://docs.epicollect.net/about/privacy-policy.md) - [Cookie Policy](https://docs.epicollect.net/about/cookie-policy.md) - [News & Papers](https://docs.epicollect.net/about/news-and-papers.md): A collection of articles and papers showcasing the diverse applications of Epicollect5. This compilation highlights the versatility and impact of our platform across various fields and industries - [Epicollect5 Citation](https://docs.epicollect.net/about/epicollect5-citation.md): Proper citation is crucial for acknowledging the sources of your information and giving credit to the original authors. - [Intro](https://docs.epicollect.net/web-application/web-application.md) - [Create a Project](https://docs.epicollect.net/web-application/create-a-project.md) - [Project Info & Privacy](https://docs.epicollect.net/web-application/set-project-details.md): The project details section enables users to conveniently add or modify essential information regarding their project details and effectively manage access control. - [Delete Projects (Web)](https://docs.epicollect.net/web-application/delete-projects.md) - [View Projects](https://docs.epicollect.net/web-application/view-projects.md) - [Search Projects](https://docs.epicollect.net/web-application/search-projects.md): Projects can be searched on the web & the mobile app - [Viewing Entries](https://docs.epicollect.net/web-application/viewing-data.md) - [Print Entries](https://docs.epicollect.net/web-application/print-entries.md) - [Add & Edit Entries - Web](https://docs.epicollect.net/web-application/adding-data.md): Entries can be added by using the Epicollect5 web app accessible from any browser. - [Manage Entries](https://docs.epicollect.net/web-application/manage-entries.md) - [Entries Limits](https://docs.epicollect.net/web-application/manage-entries/entries-limits.md) - [Entries Bulk Deletion](https://docs.epicollect.net/web-application/manage-entries/entries-bulk-deletion.md): Permanently delete all project entries. Only Creators can perform this action. The project must be locked, and deletion applies to one project at a time. Data is not recoverable—backup first! - [Entries Bulk Uploads](https://docs.epicollect.net/web-application/manage-entries/bulk-uploads.md): Upload entries from CSV files. - [Entries Ownership & Metadata](https://docs.epicollect.net/web-application/manage-entries/entries-ownership-and-metadata.md): In Epicollect5, understanding the metadata associated with entries, especially the email field, is important when managing ownership and privacy settings. - [Manage Users](https://docs.epicollect.net/web-application/manage-users.md): Epicollect5 offers granular access control to projects and their data. - [Transfer Ownership](https://docs.epicollect.net/web-application/transfer-ownership.md): Transfer the ownership of projects to other users - [Manage Entries](https://docs.epicollect.net/web-application/manage-entries-1.md) - [Data Mapping](https://docs.epicollect.net/web-application/mapping-data.md) - [Downloading Data](https://docs.epicollect.net/web-application/downloading-data.md): Download project data as csv or json files - [Downloading Media](https://docs.epicollect.net/web-application/downloading-media.md) - [Metadata](https://docs.epicollect.net/web-application/metadata.md) - [Clone Project](https://docs.epicollect.net/web-application/clone-project.md): Easily create duplicates of project structures - [Rename Projects](https://docs.epicollect.net/web-application/rename-projects.md) - [Import & Export Projects](https://docs.epicollect.net/web-application/import-and-export-projects.md): Export just the project definition - [Web Link to Add Entries](https://docs.epicollect.net/web-application/web-link-to-add-entries.md) - [Projects as App Links](https://docs.epicollect.net/web-application/projects-as-app-links.md) - [Intro](https://docs.epicollect.net/formbuilder/build-your-questionnaire.md): Epicollect5 provides an intuitive and easy to use drag & drop form builder. - [Languages and Translations](https://docs.epicollect.net/formbuilder/languages-and-translations.md) - [Question Types](https://docs.epicollect.net/formbuilder/input-types.md): There are several question types available to use - [Add Questions](https://docs.epicollect.net/formbuilder/add-inputs.md) - [Edit Questions](https://docs.epicollect.net/formbuilder/edit-inputs.md) - [Linking Forms](https://docs.epicollect.net/formbuilder/multiple-forms.md): Use multiple forms on the same project in Epicollect5 - [Rename Forms](https://docs.epicollect.net/formbuilder/rename-forms.md) - [Print Forms](https://docs.epicollect.net/formbuilder/print-form.md): Get a paper or pdf version of your forms for quick reference - [Remove Forms](https://docs.epicollect.net/formbuilder/remove-forms.md) - [Search](https://docs.epicollect.net/formbuilder/search.md): The SEARCH question type behaves like an autocomplete search bar. - [Jumps (If-Else)](https://docs.epicollect.net/formbuilder/jumps.md): Conditional logic on your form(s). - [Branches](https://docs.epicollect.net/formbuilder/branches.md): Branches can be seen as dynamic lists, or sub-forms. - [Groups](https://docs.epicollect.net/formbuilder/groups.md): Groups is a way to display more questions on the same page on the mobile device. - [Title](https://docs.epicollect.net/formbuilder/title.md): Enhancing Entry Visibility with Titles on Epicollect5 - [Uniqueness](https://docs.epicollect.net/formbuilder/uniqueness.md): Many times on a survey the answer to a question needs to be unique. For example a class code, a student ID, a patient NHS number, and so on. - [Double-entry Verification](https://docs.epicollect.net/formbuilder/double-entry-verification.md): To increase the data accuracy of some critical questions, Epicollect5 provides the advanced option called "Double entry verification". - [Import & Export Forms](https://docs.epicollect.net/formbuilder/importexport-forms.md): Share your forms with other Epicollect5 users. - [Import & Export Possible Answers](https://docs.epicollect.net/formbuilder/importexport-possible-answers.md): Import and export possible answers using csv files. - [Edit Possible Answers](https://docs.epicollect.net/formbuilder/edit-possible-answers.md) - [Intro](https://docs.epicollect.net/mobile-application/intro.md) - [Platforms and Media](https://docs.epicollect.net/mobile-application/mobile-application.md): Epicollect5 mobile app is available for Android and iOS. - [Mobile App Authentication](https://docs.epicollect.net/mobile-application/mobile-app-authentication.md): Mobile App Security: Single-Device Authentication with Continuous Web Access - [Mobile App Permissions](https://docs.epicollect.net/mobile-application/mobile-app-permissions.md): To deliver a smooth and efficient user experience, Epicollect5 requests several permissions on your device. Here's why these permissions are essential. - [Add Projects](https://docs.epicollect.net/mobile-application/add-projects.md) - [Add Entries - Mobile (Single Form)](https://docs.epicollect.net/mobile-application/add-an-entry.md): Add entries to a project that consists of a single form using the mobile app - [Add Entries - Mobile (Multiple Forms)](https://docs.epicollect.net/mobile-application/add-child-entries.md): Add entries to a project that consists of multiple forms using the mobile app - [Edit Entries](https://docs.epicollect.net/mobile-application/edit-entries.md) - [Re-use answers](https://docs.epicollect.net/mobile-application/re-use-answers.md): TEXT and TEXTBOX question types feature a look-up on previously entered answers to save time when collecting entries. - [Save & Resume Entries](https://docs.epicollect.net/mobile-application/saveresume-entry.md) - [Upload Entries](https://docs.epicollect.net/mobile-application/upload-entries.md): Entries must be uploaded manually by the users as there is not any automatic syncing feature in Epicollect5. - [Upload Errors](https://docs.epicollect.net/mobile-application/upload-entries/upload-errors.md): Sometimes entries uploaded are invalid therefore they will generate an error when trying to upload them. For example missing required questions or answers not being unique. - [Incomplete Entries](https://docs.epicollect.net/mobile-application/upload-entries/incomplete-entries.md): For consistency, each entry must be completed by answering all its questions. An entry flagged as incomplete cannot be uploaded. - [Missing required aswers](https://docs.epicollect.net/mobile-application/upload-entries/missing-required-aswers.md): Entries with required questions not answered cannot be uploaded. - [Unsync entries](https://docs.epicollect.net/mobile-application/upload-entries/unsync-entries.md) - [Export Entries - Mobile](https://docs.epicollect.net/mobile-application/export-entries-mobile.md): Export your project data and media directly from the mobile app, without relying on external integrations or APIs. - [Entries Limits](https://docs.epicollect.net/mobile-application/entries-limits.md) - [Download Entries](https://docs.epicollect.net/mobile-application/download-entries.md) - [Delete Entries (App)](https://docs.epicollect.net/mobile-application/delete-entries.md) - [Delete Projects (App)](https://docs.epicollect.net/mobile-application/delete-project-mobile-app.md) - [Location Questions](https://docs.epicollect.net/mobile-application/location-questions.md): Location of the user device can be acquired adding a LOCATION question. - [Add Bookmarks](https://docs.epicollect.net/mobile-application/add-bookmarks.md) - [Project Info](https://docs.epicollect.net/mobile-application/project-info.md) - [Share Media Files](https://docs.epicollect.net/mobile-application/export-photos.md) - [Adjust Font Size](https://docs.epicollect.net/mobile-application/adjust-font-size.md) - [Filter Entries](https://docs.epicollect.net/mobile-application/filter-entries.md) - [Beta Updates](https://docs.epicollect.net/mobile-application/beta-program.md) - [Xiaomi Troubleshooting](https://docs.epicollect.net/mobile-application/xiaomi-troubleshooting.md): There have been some reports of the Epicollect5 app having issues on Xiaomi devices. - [Intro](https://docs.epicollect.net/developers/intro.md) - [API](https://docs.epicollect.net/developers/api.md): Get data out of Epicollect5 programmatically - [Apps](https://docs.epicollect.net/developers/apps.md) - [Google Maps](https://docs.epicollect.net/integrations/google-maps.md) - [Google Earth](https://docs.epicollect.net/integrations/google-earth.md): How to view your Data on Google Earth - [Microreact](https://docs.epicollect.net/integrations/microreact.md): Microreact is a tool for open data visualization and sharing for genomic epidemiology. - [Survey Toolkit](https://docs.epicollect.net/integrations/survey-toolkit.md) - [Google Sheets](https://docs.epicollect.net/integrations/google-sheets.md): Connect a Google spreadsheet to an Epicollect5 public project - [Matrix Style Questions](https://docs.epicollect.net/common-use-cases/matrix.md) - [Consolidate data](https://docs.epicollect.net/common-use-cases/consolidate-data.md): When retrieving data from Epicollect5, individual files are generated for each form and branch. To facilitate data linkage, Epicollect5 assigns unique identifiers, integrated into the dataset. - [Jumps 101](https://docs.epicollect.net/common-use-cases/jumps-101.md): Example Implementation of Jumps in the Epicollect5 Platform - [Other, Please Specify](https://docs.epicollect.net/common-use-cases/specify-answer-with-jump.md): Handling "Other, Please Specify" in Epicollect5 Forms - [Non-Hierarchical Forms](https://docs.epicollect.net/common-use-cases/non-hierarchical-forms.md) - [Users Working Groups](https://docs.epicollect.net/common-use-cases/users-working-groups.md): Managing multiple projects for multiple sites and compare all the data - [Excel and UTF-8](https://docs.epicollect.net/common-use-cases/excel-and-utf-8.md): Microsoft Excel may struggle to properly display UTF-8 compliant CSV files when they contain non-English characters. However, this issue is not related to Epicollect5. - [Excel All Data in One Cell](https://docs.epicollect.net/common-use-cases/excel-all-data-in-one-cell.md) - [Barcodes](https://docs.epicollect.net/common-use-cases/barcodes.md) - [Child Forms vs Branches](https://docs.epicollect.net/common-use-cases/child-forms-vs-branches.md) - [Dependent Dropdowns](https://docs.epicollect.net/common-use-cases/dependent-dropdowns.md) - [Referencing Parent Form Responses](https://docs.epicollect.net/common-use-cases/referencing-parent-form-responses.md): Reference responses from a parent form while collecting data. - [Cyclic workflows (follow-ups)](https://docs.epicollect.net/cyclic-workflows-follow-ups.md): Epicollect5 entries cannot be pre-filled with the data from the previous entry. Instead, the recommended pattern for cyclic workflows (like follow-up visits) is to use either child forms or branches. - [Converting UTC Timestamps to Local Time](https://docs.epicollect.net/converting-utc-timestamps-to-local-time.md) - [Useful Links](https://docs.epicollect.net/extra/useful-links.md) - [Demo Projects](https://docs.epicollect.net/extra/demo-projects.md) - [FAQ](https://docs.epicollect.net/extra/faq.md) - [How-to Videos](https://docs.epicollect.net/extra/how-to-videos.md): Epicollect5 videos made by our users - [Known Issues](https://docs.epicollect.net/extra/known-issues.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.epicollect.net/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.