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  1. Quik! Forms
  2. Quik! App

Quik! App

Essential, Premium, and Enterprise App Customers

Getting Started with the Quik! App

  • What is the Quik! App?
  • Getting Started
  • Step 1: How to Choose Forms
  • Step 2: How to Add People (Optional) Using Your CRM
  • Step 3: How to Launch Forms
  • Step 4: Which E-Signature integrations does the Quik! App support?

Using the Quik! App

  • How to Add Followed Companies
  • How to make form favorites ❤️
  • How to Add and Use Financial Professional Information
  • How to Single Sign-On (SSO) from Redtail into the Quik! App
  • How to Create and Manage My Form Bundles
  • Getting Started as a User
See all 21 articles

Quik! App Integrations

  • How to Connect a DocuSign Account
  • How to Connect to Redtail
  • Redtail - Which form fields are prefilled?
  • How a User can Connect a DocuSign Account
  • How to E-Sign Forms Using DocuSign
  • Practifi - Which form fields are prefilled?
See all 19 articles

Quik! App Account Managment

  • How to Reactivate your Quik! App account
  • How to use the Billing Tab
  • How can I change my password?
  • How do I Reset my Password?
  • How do user roles and permissions work?
  • How do I Add a User?
See all 9 articles

FAQs

  • Clearing your cache and cookies
  • Troubleshooting Misaligned Fields on HTML Forms
  • Can I still launch forms even if I don't have a CRM?
  • Add Connection Visibility
  • Can I try the Quik! App for free?
  • How does billing work?
See all 25 articles
Quik! Forms