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Favoriting forms helps you find frequently used forms faster. Instead of searching through thousands of options, you can save the ones you need in one place. This feature is helpful if your firm works with a limited number of companies.
💡 How to Add Followed Companies
Prerequisites
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You must be logged in to the Quik! App.
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You must have companies added to your Followed Companies list.
Step-by-Step Instructions
1. Open the Search Forms page
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From the home screen, click the Search Forms icon.
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Go to the Followed Companies tab.
To learn how to add companies to this tab, see How to Add Followed Companies.
2. View forms by company
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In the Followed Companies tab, click the arrow next to a company name to expand the list.
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Select one or more companies. Forms from selected companies will display on the right side.
3. Favorite a form
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In the form results, find the heart icon 🤍 to the left of each form name.
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Click the heart to mark the form as a favorite. The icon will turn red ❤️.
4. View or manage favorites
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To access your favorites, go to the Favorites tab.
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To remove a form from favorites, click the red heart ❤️ to return it to an empty heart 🤍.
You can favorite as many forms as you want. Favorites help you skip long searches and focus only on forms you use.
IMPORTANT:
- There is a limit of 101 Favorite forms.