Overview
As a form provider, API customer, or Quik! App customer, you can access your forms library in several convenient ways. Whether you need an offline list of your forms or want to search for and generate them in the Quik! App, this article will guide you through your options.
Who this article is for: Form Providers, API Customers, and Quik! App Users.
💡 Tip: If your firm has proprietary forms, learn How to Add Proprietary Forms to the Quik! App.
Prerequisites
- You must have an active Quik! account.
- For Quikforms Manager access, you must be set up by our team.
- For proprietary forms, they must already be published in Quik! App.
Ways to Access Your Forms Library
Request an Excel Spreadsheet Library List
We can provide an Excel spreadsheet listing all forms in your library. The report includes:
- Library Name
- Quik! Form ID
- Form Name
- Description (if applicable)
- Literature Number (if applicable)
- Revision Date
- State Associations
To request your latest library report, email forms@quikforms.com. We will send the most up-to-date version of your library.
Use Quikforms Manager
We can set you up with a Quikforms Manager account, allowing you to view and manage your forms library through our website.
With Quikforms Manager, you can:
- Browse your full forms library
- Download built PDF files
- View forms in HTML
- Manage library metadata and settings (if permissions allow)
Access Forms in the Quik! App
If your proprietary forms are published:
- Your forms will appear in your firm’s Forms Library in the Quik! App
- You can search for your forms by entering your company name (for example, Steve’s Financial Services, Inc.) in the search bar
- Only users with the appropriate permissions (based on public or private library settings) will be able to view and generate your forms
Helpful Tips
- If you are unsure whether a form is already published in your library, email forms@quikforms.com to verify.
- If your firm has recently submitted proprietary forms, please note that it may take up to 10 business days for the forms to appear in your library.
- You can use the Favorites feature in the Quik! App to quickly access your most used forms.