Once you launch a form, you have the ability to save it in the Quik! Form Viewer with the Save button.
Click the Save button, enter a descriptive name (e.g. "John Doe's IRA App") in the Document Name field, and click Save. This will save the form to your account. You can locate your saved forms on the right side of the Quik! App Home Screen, under Resume Work > Saved Forms. A few important notes about saved forms:
- Saved forms exist in your account for 30 days. After 30 days, they will be deleted automatically.
- When a user chooses to save a form, the form and its contents are stored on the Quik! server. This is the only time in which Quik! stores any client data (whether read in from a CRM or manually entered by the user). To secure this data, Quik! individually encrypts every single field on the form. Breaching our system and accessing data would not only require passing through many layers of system architecture (e.g. firewalls, private networks, etc.) but then uniquely breaking the decryption of every single field on a form, simply to view an unfinished form where the state and validity of the data is unknown since Quik! form data is not associated to any actual transaction. Quik! has taken these extra steps to obfuscate and encrypt form data to ensure the safety and security of client data stored in this step of the user workflow.
- If a form ID is updated by the Quik! Forms Team while it is saved, the latest version will be reflected when the saved form is re-launched by the user, with all field data still intact. For steps on how to re-launch a saved form, see here.