Dashboard Overview

This page will walk you through the main components and features of our dashboard interface, helping you get the most out of your experience.

Getting Started

• At the top, you'll discover the hamburger menu, which gives you access to your Customer ID and Settings options. Settings will allow you to manage your account and personalize your experience.

• On the top-left, you have the ability to update your Company Logo, providing that personal touch to your workspace.

• Should you wish to return to the Home Page dashboard at any time, simply click on the 'Quik!' logo for swift navigation.

• Your Basket, located in the top-right corner, is where your forms can be viewed after you select them during your workflow.

Starting a Workflow

Search Forms

• Utilize the Search Forms function to easily locate the specific forms you need.

Form Bundles

• Form Bundles allow you to organize related forms, saving you the time and effort of locating individual forms each time you need them, especially useful for launching a set of forms together.

Resuming a Workflow

Recent Forms

• Recent Forms is a time-saving feature that automatically adds your recently used forms to the homepage, streamlining access without the need for manual searching.

Saved Forms

• Once you've initiated a form or bundle, you can save your work-in-progress in the Saved Forms section. This feature is handy when you're not yet ready to submit the forms for E-Signature, allowing you to review them later.