Quik_Start | QuikForms

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Getting Started with the Quik! App

Let’s Make This Quik!

The fastest way to get the Quik! App working for you

You’re busy and you don’t have a lot of time to spend getting to know Quik! We designed this page for you. First, we’re going to take you through the three simple steps to start. Then we’re going to take you through the three steps to generate your forms.

After that, if you keep scrolling down, you find a lot of other ways to help you get even more from Quik!

3 Simple Steps to Set Up Quik!

Enter your Financial Advisor Information - You can put in as much as you’d like but all you need is your name and your numbers.
Connect to your CRM
Add your E-sign connection

That’s all for now. You can go into greater detail after you’re generating forms.

Set Up Your Quik! App

Step 1: Enter your Financial Advisor Information

After logging into Quik! follow these steps:

1 Hamburger Menu.png

2 Click On Settings.png

3 Settings Screen.png

4 Add Record Screen.png

5 Financial Professional Screen.png

Step 2: Attach your CRM

1 Integrations Tab screen.png

2 Integrations screen.png

3 Add Data Source Options.png

4 Add data source Window.png

5 Add Redtail.png

Step 3: Set up E-Signature

1 Pick DocuSign.png

2 Connection Options.png

3 Add Connection Environment.png

4 Add DocuSign.png

Now you are ready to use Quik!
Let's Generate a Form in 3 Steps

Step 1: Select your Form(s)

Return to the main screen and follow these steps:

2 Search Forms screen.png

3 Select Forms screen.png

4 Pick American Funds Screen.png

5 IRA Forms Screen.png

6 IRA Beneficiary Change.png

Step Two: Choose People

If you don’t have a CRM attached to Quik! then skip this step and go to finalize.