Quik! Vault

The Client Vault feature provides a secure place for users to upload and submit client data for use within the Quik! App. It allows users to export a CSV file from their preferred data source and upload it into the Client Vault to fill out forms, making it perfect for those without integrated CRMs. The Client Vault allows users to save and use client records like a CRM or a typical data source.

Here are some helpful articles to get you started

Security - Setting up Multi-Factor Authentication (MFA) - Set up your MFA to get started!

Quik! Vault - Adding New Client Record (BETA)

Quik! Vault - Uploading Client Data (BETA)

Quik! Vault - Deleting & Editing Client Records (BETA)