Quik! App
Getting Started
- How to Single Sign-On (SSO) from Redtail into the Quik! App
- Getting Started
- Getting Started as a User
- How to Connect to Redtail
- Which form fields are prefilled from Redtail?
- How to Connect a DocuSign Account
Using the Quik! App
- How to Choose Forms
- How to Add Followed Companies
- How to Add People (Optional) Using Your CRM
- How to make form favorites ❤️
- How to Add and Use Financial Professional Information
- How to Launch Forms
Quik! App Integrations
- How to Connect a SIGNiX Account
- How to E-Sign Forms Using SIGNiX
- Which form fields are prefilled from Advisors Assistant?
- How a User can Connect a SIGNiX account
- How to Connect to Wealthbox
- Which form fields are prefilled from Wealthbox CRM?
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?
FAQs
- Clearing your cache and cookies
- Which E-Signature integrations does the Quik! App support?
- Which CRM integrations does the Quik! App support?
- Can I still launch forms even if I don't have a CRM?
- Add Connection Visibility
- Can I try the Quik! App for free?