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Feature Detail: Restarting Generated Forms
Feature Detail: Restarting Generated Forms
Overview
Each time you start a form, Quik! will automatically track which forms were started for which clients and advisor information. There are several benefits to this:
- If you ever need to restart the exact same forms for the same clients you can do it one click.
- When you restart forms, you get the latest version of the forms with the latest client data.
- You can run a report on the forms you started for clients.
Instead of saving a copy of the forms on your computer, Quik! only stores the information necessary to restart the forms thus avoiding the risk that you will be working with outdated forms or outdated client data.
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For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK