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Launching forms is a core action in Quik!. After selecting your forms (or bundles), you launch them to start completing information in your browser using the Quik! Form Viewer. Once launched, you can fill, save, print, or sign the form as needed.

This article is for all users who are ready to fill out forms after adding them to their basket.
💡 Tip: You can also add clients to prefill forms.

Prerequisites

• You must have already searched for and selected forms

• Optional: Add client data for prefill

• Popups must be allowed in your browser

Step-by-Step Instructions

Launch Forms from the FINALIZE Tab

1. Click the FINALIZE tab at the top of the page.

2. On the FINALIZE page, review your form selections:

   • Re-order forms by dragging them into the preferred order.

   • Remove forms you no longer need.

3. Review your client prefill selections:

   • You can remove clients if needed.

4. (Optional) If using e-signature:

   • Select your ESign Connection from the dropdown.

   • Your last used signing method will be saved as the default.

5. (Optional) Enable Print Editable PDF to allow post-print editing.

6. When ready, click the green LAUNCH FORMS button.

🔔 Popups must be enabled for the Form Viewer to open in a new browser tab.

Once the Quik! Form Viewer opens, complete your form. To re-launch with different information, return to the FINALIZE page and click LAUNCH FORMS again.

Launch Forms from the Forms Basket

1. Click the Forms Basket icon in the top-right corner of the screen.

2. In the basket window, click the FINALIZE icon at the top.

3. You will be taken to the FINALIZE page.

4. Follow the same steps listed above to review, modify, and launch your forms.