What's the Point?
It's pretty simple-- in order to launch a form, you first need to find it! Use this page to search for the forms you need. Note that this page allows you to search for individual forms, rather than forms that belong to Form Bundles. See How to Search Form Bundles if you are looking for forms that have been added to a Form Group.
From the home screen, click on the magnifying glass button under Search Forms. You will now see 3 tabs across the top of the page, indicating the 3 main steps of this process: SEARCH, ADD CLIENTS, and LAUNCH. This help page describes how to use the SEARCH tab.
Make sure the toggle is set to Forms (not Groups) to ensure that you are performing an Individual Form Search. You now have 3 options to search for forms: Companies, Form Name, and Advanced Search.
- Companies: Click in the Companies field to see a drop-down of all the companies your account is subscribed to. You can either type into the field to narrow down the list, or simply scroll through the drop-down to select a company. Either way, once you click on a company name, you will see all of their forms displayed on the right.
Optional: Some users may see the Select my Company box in this section. Check this box to display forms that belong to your account via API. This option is only available for select enterprise users.
- Form Name: Search for forms by their Form Name in this field.
- Advanced Search: Click Show Advanced Search to see a number of other ways you can search for forms based on their metadata. You can search for forms based on Categories, State, Lit Number, and Quik! Form ID.
Every time you search based on one of the criteria described above, you will see that search tag above the list of forms on the right. Click the X on each criteria tag to remove it from your search results, or remove them all with the Clear all button. Search results can be sorted by many different fields, and displayed in both List View and Icon View.
Select which forms you would like to launch by clicking the blue SELECT button next to each Form Name. Every time a form is selected, it is added to your forms basket. The first time you search for a form, the basket will expand on the right. Just click back into the main app window to close the basket, and continue searching for and selecting forms to add.
Once you have searched for and selected your forms, it is time to move on to either ADD CLIENTS or LAUNCH by clicking on the tabs at the top.