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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)
  • 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
  • Favorites ❤️ - How to Make Form Favorites
  • Financial Professional Information - How to Add Information and Use It
  • 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 26 articles

Quik! App Integrations

  • DocuSign - How to Connect to an Account
  • How to Connect to Redtail
  • Redtail - Which form fields are prefilled?
  • How a User can Connect a DocuSign Account
  • How to Connect to AdvisorEngine
  • AdvisorEngine - Which form fields are prefilled?
See all 20 articles

Quik! App Account Managment

  • How to Reactivate your Quik! App account
  • Quik! App Discount Codes
  • Billing tab - How to Update Credit Card and Plan Details
  • How can I change my password?
  • How do I Reset my Password?
  • How do user roles and permissions work?
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 24 articles
Quik! Forms