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How To Use Quik! Transaction Manager Desktop
How To Use Quik! Transaction Manager Desktop
- Cheryl Dillon (Unlicensed)
Owned by Cheryl Dillon (Unlicensed)
Generating forms prefilled with your client and advisor data only requires three steps.
- Step 1: Select Form Packages
- Step 2: Choose Clients
- Step 3: Generate Forms
We recommend that you start with this basic 1, 2, 3 navigation and use the icons to move forward and backward in the process.
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For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK