Overview
The Quantity feature in the Quik! App allows you to launch multiple instances of the same form within a single package. The first form in the set can be prefilled with client data (if available), while all duplicate forms will remain blank. This is especially useful when you need to generate identical forms for different people or accounts without carrying over the same prefilled data.
💡 Related article: How to Prefill Forms in the Quik! App
Prerequisites
Access to the Add People and Finalize tabs in the Quik! App.
Forms must be added to the package before setting quantities.
Client data must be linked if you want the first form to prefill.
Step-by-Step Instructions
1. Add People to Your Package
Navigate to the Add People tab.
Add the required individuals or accounts that will be associated with the forms.
2. Set the Quantity of Forms
Go to the Finalize tab.
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In the Qty column next to your selected form, enter the number of copies you want.
Example: Enter 2 to create the original plus one duplicate.
3. Launch the Forms
Click Launch Forms.
4. Review the Forms in the Viewer
First form: Prefilled with client data (if applicable).
Duplicate forms: Blank, with no prefilled data.
Helpful Tips & Extras
Use Alternate Data Buttons in the blank duplicate forms to pull in certain data (e.g., from a different role) if it’s already present in the first form.
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This is ideal for scenarios like:
Creating the same form for multiple clients.
Generating the same form for different account numbers.