Using the Quik! App
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
- My Form Bundles (User) - How to Create and Manage
- How to Troubleshoot Single Sign-On (SSO) Login Issues in the Quik! App
- How to Add and Manage SSO Certificates
- How to add a Logo in Quik!
- How to E-Sign Duplicate Forms
- Quik! Vault - Deleting & Editing Client Records (BETA)
- How to Set Up Multi-Factor Authentication (MFA) for Your Quik! Account
- 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 to Reset a Quik! App User’s Password
- How do I change my Username?
- Can't Log In to you Quik! App Account?
- Which CRM integrations does the Quik! App support?
- Public Form Bundles (Admin) - 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 Report a Bug