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Quik! Vault - Adding New Client Record

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Kim C.
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Introducing: Client Vault mceclip0.png

The Client Vault gives users a secure place to store and manage client data. You can upload a CSV or enter information manually, then use that data to prefill forms. This feature is useful for users who do not have a connected CRM.

For: Users without a CRM integration or those using manual client data

💡 Tip: See How to Upload Client Data into the Vault for CSV import steps.

Prerequisites

  • Multi-Factor Authentication (MFA) must be enabled

  • CSV file (optional) for data import

  • Admin or user access to the Quik! App

Step-by-Step Instructions

1. Access the Client Vault

  1. Log in to your Quik! account.

  2. Set up Multi-Factor Authentication if you haven’t already.

  3. Return to the home screen.

  4. Click the Vault icon to open the Client Vault.

2. Add Clients to Your Vault

You can add client data in two ways:

Option A: Import a CSV

  • Follow this guide to upload a CSV file into your Vault.

Option B: Manual Input

  1. Click Manual Input.

  2. Fill out the client’s information.

  3. Use the scroll bar to view and complete all available fields.

  4. Click Save to add the client to your Vault.

3. Search and Select Forms

  1. Go to your Quik! dashboard and click Search Forms.

  2. You will see three main steps: CHOOSE FORMS, ADD PEOPLE, FINALIZE.

How to Search for Forms

  • Companies: Use the dropdown or type to filter public companies. Click the star icon to follow a company.
    ➤ See How to Add Followed Companies

  • Form Search: Search by form name (e.g., "Beneficiary", "529", "Kit").

  • State, Form/Lit Number, Form ID: Search using metadata.

4. Add People to Your Forms

Click the ADD PEOPLE tab to add client records from your Vault.

Step 1: Choose a CRM

Step 2: Search for a Contact

  • Use the search field to find your client by name.

  • Matching results appear below.

Step 3: Select a Client

  • Click the name of the client you want.

  • The selection will be highlighted in red.

Step 4: Assign a Role

  • Click the + next to the role (on the right) to assign the person.

  • A client can fill multiple roles.

  • To remove someone from a role, click the X next to their name.

Step 5: Add Financial Professionals (Optional)

Note: You don’t need complete data for each person. If a field on the form matches a Vault record, it will prefill. Empty fields stay blank.

5. Finalize and Launch Forms

Click the FINALIZE tab to review your form setup.

6. E-Sign Forms (Optional)

You can send forms for e-signature using DocuSign or SIGNiX.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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