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You can save a form while working in the Quik! Form Viewer using the Save button. Saved forms are stored in your account for up to 180 days. This guide is for all users who need to pause and return to in-progress forms.

💡 Want to continue working on a saved form? Learn how to re-launch a saved form.

Prerequisites

• Access to the Quik! App

• A form launched in the Quik! Form Viewer

Step-by-Step Instructions

1. Launch a form in the Quik! App.

2. In the Quik! Form Viewer, click the Save button at the top.

3. In the Document Name field, enter a clear name for your form.
   Example: “Peter Parker – IRA App”

4. Click Save.

5. A confirmation window will appear at the top of your screen. Click OK.
   🔒 Important: If you don’t click OK, the form will not save to your account.

6. Your form is now saved.
   You can find it by going to the Home screen in the Quik! App and selecting Resume Workflow > Saved Forms.

📝 Helpful Tips & Extras

• Saved Form Expiration
  Saved forms remain in your account for 180 days. After that, they are deleted automatically. Each form shows an expiration date.

• Read-Only Forms After Signature
  Once a form is sent for signature, it becomes read-only in the Saved Forms section. You can print it as a PDF, but you won’t be able to resubmit it for signature.

• Data Security
  When you save a form, all entered data is encrypted field by field and stored on secure Quik! servers. Quik! does not store client data at any other step in the workflow.

• Form Updates
  If the Quik! Forms Team updates the form template while it's saved, the latest version will load the next time you re-launch the saved form. All your data will remain intact.