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  1. Quik! Forms
  2. Quik! App
  3. Using the Quik! App

Using the Quik! App

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Guides on how to use 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
  • Quik! Vault - Deleting & Editing Client Records (BETA)
  • Security - Setting up Multi-Factor Authentication (MFA)
  • Quik! Vault - Uploading Client Data (BETA)
  • Quik! Vault - Adding New Client Record (BETA)
  • Duplicate Forms Quantity - How to Launch Forms
  • Alternate Data Buttons
  • Field Mapping Tool
  • Optional Signatures - How to Configure Them
  • How do I reset a User's Password?
  • How do I change my Username?
  • Can't Log In?
  • Which CRM integrations does the Quik! App support?
  • Public Form Bundles - How to Create and Manage
  • How to Search Form Bundles
  • Save button - What Does It Do?
  • How to Re-Load Saved Forms
  • What are Recent Forms?
  • How to Add an Attachment
  • How to E-Sign Forms Using Native E-Sign
  • How to Report a Bug
Quik! Forms