What's the Point?
If you have a brand form to add into your library or an updated version to an existing one, you'll need to make sure it gets uploaded correctly into our system so that our Forms Team can process the form accordingly.
How To
- From the home screen, select Upload New Forms under Manage Forms.
- Next, choose either Upload New Version Of Existing Form to update a form that's already in the system or choose Add New Form to upload a form that's never been in Quik!.
- If you chose to Upload New Version of Existing Form, it will take you to the Form Search screen. You'll need to then search for the form you want, select the Edit button, and hit Submit.
Next, it will take you to the record edit screen. You'll need to update the record in the same way you would when updating the metadata for a form. At the bottom of the screen, you'll need to put in the Requested Due Date and then select Choose File to select the updated PDF you want to attach. Hit Save and the process is complete. - If you chose to Add New Version, it will take you to a fresh record page where you'll need to choose the Dealer Name, Form Name, Category, States, Revision Date, and Literature Number.
Scroll to the bottom, put in your Requested Due Date and select your file from Choose File. Hit Save and you're finished.
Note: Only Dealer Name and Form Name are required fields.