Using the Quik! App
Guides on how to use 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
- How to Create and Manage My Form Bundles
- How to Configure Optional Signatures
- How do I reset a User's Password?
- How do I change my Username?
- How to Create Public Form Bundles
- How to Search Form Bundles
- What does the Save button 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