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Step 1: How to Choose Forms

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Ben Cortez
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To launch a form, you need to search for it first. The Search Forms feature lets you find forms using company names, form IDs, or keywords. This guide covers how to use the ALL tab to search.

For other options, see:

This article is for all Quik! users.

Prerequisites

  • Access to the Quik! App home screen

  • At least one company followed (optional, but helps with search filtering)

Step-by-Step Instructions

1. Open the Form Search

  1. From the home screen, under Start Form Packages, click Search Forms.

  2. You’ll land on the Choose Forms page, with three tabs across the top:

    • CHOOSE FORMS

    • ADD PEOPLE

    • FINALIZE

    By default, you’ll start on the ALL tab under Choose Forms.

2. Use the Search Tools

You can search for forms using the following options:

Companies

  • Click the Companies field.

  • Use the dropdown list to scroll or type a company name.

  • Select a company to view their forms on the right.

🔹 If a search box is grayed out, select a company first.

Form Search

  • Once a company is selected, narrow the form list using keywords like:

    • Title

    • State

    • Lit Number

Form ID

  • Enter the form’s ID in the Form ID field if you already know it.

  • This is a Quik!-specific number. It is not shown on the form author’s version.

3. Review and Manage Search Results

  • Your search criteria appear as green tags above the form list.

  • Click the X on a tag to remove a filter, or click Clear All to reset everything.

  • Choose between List View or Icon View to browse results.

  • Use the sort options to organize results by different fields.

4. Select Forms

  • Click the blue SELECT button next to each form you want.

  • Selected forms appear in your forms basket on the right.

  • The basket opens automatically the first time you add a form.

  • To close it, click back into the main app window and continue your search.

5. Proceed to the Next Step

  • Once you’ve selected your forms, click the ADD PEOPLE or FINALIZE tab at the top to continue.

📝 Helpful Tips & Extras

  • You can also search from other tabs: FOLLOWED COMPANIES, FAVORITES, or FORM BUNDLES.

  • Favorite frequently used forms for quicker access later.

 

 

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