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
- 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