How can I manage my forms?

With the Quik!, you have access to a public library of thousands of financial services forms that Quik! actively maintains. In addition, many Quik! customers have their own forms that they need to access to within the app, which should be kept private from other organizations.

Quik! maintains a separate system for form owners to manage their forms-- it's called the Quik! Forms Manager. Here you can upload new forms for the Quik! team to build, make modifications on a form's metadata (e.g. change the Form Name or Literature Number), generate reports, and much more. Again, you will only have access to your company's proprietary forms here-- you cannot modify any other forms.

Please contact us if you have your own forms and would like an account for the Quik! Forms Manager.

Note that if an organization wants Quik! to host their forms, it is not required to have a Quik! Forms Manager account. Form files (PDFs) can be emailed to Quik!, and Quik! can upload and manage them in the Quik! Forms Manager on the customer's behalf.