Have a question that starts with "How do I..."? You'll
find all the how to questions we could think of or have been asked by our
customers. Or... You can download our support
documents in Acrobat PDF format for easy reference or printing.
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How do I backup my Quik! Forms Library system data
(including my rep information, form group definitions and other user data)? |
Please visit our How To Backup page.
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How do I request a form that you don't have? |
For detailed instructions on how to request a form,
click here. Or, send it now by visiting our
Submit A Form page. |
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How do I force a form to download even if it is already
up to date? |
Sometimes it is necessary to update a form regardless of when it was last
updated. To force Quik! to download one or all of your forms again, open your
Update Service program, check for updates and then select each form in the list
you wish to download. By default, only the forms that require an update are
selected, however the program will download each file you select. When ready,
choose the "Start" button to download each file you selected.
NOTE: You may need to change your Settings to run the Update Service manually.
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How do I create a new group of forms? |
See the section "Creating a New Group" in our help file. |
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How can I get a form that is not on the Quik! website? |
If we don't have a form you want, please tell us. The best way to
tell us is to Submit a Form or Dealer Request
or to email an electronic copy of the
form to us. If you do not have an electronic copy of the form you want, you can
also mail one to us. |
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How do I get forms from a dealer that you don't
currently have (e.g. my broker dealer forms)? |
We are constantly updating our list of forms and dealers that we
work with and will be happy to notify you when forms for a particular dealer
are available. Visit our dealer alliance page and request a particular dealer
be added to our list. We will notify the dealer of your interest and do our
best to form an alliance. Believe it or not, while many dealers support
providing you with this solution, some do not see the world from your
perspective. Your voice can be heard by telling us your desire for a particular
dealer to join us. Additionally, feel free to tell your dealer which solutions
you would like them to support and provide. We welcome an introduction you can
provide to your dealer and will reward you for your efforts with free software
and services. |
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How do I get an updated form? |
Form updates happen automatically each time you
run the Quik! Update Service. The Update Service checks the website for
any changes to each form since you last downloaded. Depending on your settings,
the program will automatically retrieve and install updated forms periodically.
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How do I know if a form has been updated? |
The Quik! Update Service takes care of this for you. Each time a
form is updated, your Update Service can find out and automatically download
the file for you. It is recommended that you schedule your Update Service to
run once per week to check for updates. Typically forms are only updated once
per year or two, so checking weekly should be sufficient for most users. |
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How do I install a new form? |
Forms are installed automatically once chosen on the Quik! website
(www.etiforms.com). Login to the website, choose "Find Forms" and search for
the form you need. Once found, add it to your My Forms list. Then, the next
time you run the Update Service, the
form will be installed automatically.
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How do I uninstall a form? |
Uninstalling a form is virtually the same process as installing a
form. Login to the Quik! website (www.etiforms.com), click on "My Forms" and
checkmark the form you wish to uninstall. Click the Submit or Next Page button
to confirm and the form will be removed. Then, the next time you
run the Update Service, the form will be uninstalled automatically. |
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How do I setup rep information for Quik!? |
Setting up rep information is a two-step process. First, login to
the website and click on My Account. From there, choose to Setup and Manage
Users. This link will give you a list of existing reps or fields for new reps.
The number of reps you can setup depends on if you bought a multi-rep license
or not - most users only have one rep name. After entering the rep name as
you'd like it to appear on your forms, click Update and logout. Next step is to
run the Update Service to download the rep name(s) you setup. Once the
update service is done downloading, you can finish entering the rep information
for each rep by opening your Quik! Forms Library and choosing the Rep Info
button.
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How do I add more reps to Quik!? |
To add more reps to Quik!, you can upgrade to a multi-rep license
by logging on to the website, choosing My Account and clicking on the Upgrade /
Renew Account link. Select the number of rep users that you need and follow the
prompts to complete the upgrade. At the end of the process, you will be given
the ability to setup new reps on the website. The Update Service will
automatically download these new reps and allow you to setup their information. |
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How do I add more users to Quik!? |
You can have an unlimited number of users, but a limited number of
reps. To setup multiple users, install Quik! on a network server and follow the
instructions to setup each pc on your network to access Quik!. The setup
instructions can be found in the help menu from within Quik! or online at our
Support page. |
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How do I find forms for Quik!? |
To find forms, login to the Quik! website (www.etiforms.com) and
click on the Find Forms link. You can search for forms by dealer, by category
or by keyword. Once you find a form you want, simply place a check mark next to
each one and continue your search by choosing the Next Page OR choose the Add
Selected Forms button to confirm your selection. The next time you
run the Update Service, the forms you selected will be downloaded. |
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How do I know which forms will be downloaded? |
To see a list of forms you have subscribed to, login to the
website (www.etiforms.com) and click on "My Forms". My Forms shows a list of
all the forms you have selected to download when updates are available. You can
also view which forms will be downloaded when you run the Update Service. The
Update Service checks for forms to be updated and displays each form that is to
be updated in the Update Service interface. Each form to be downloaded will
have a checkmark next to it and the status will be To Be Updated. |
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How do I add forms to My Forms? |
To add forms to your list of My Forms, go to Find Forms and search
for forms you wish to add to your list. Check mark each form you wish to add
and then select the Add Selected Forms button or Next Page button in your
search results to add the forms to your list. |
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How do I change my password? |
To change your password, login to the website and click on My
Account. From there choose to change your username and/or password.
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How do I change my contact information? |
To update your contact information, login to the website and click
on My Account. From there choose to update your contact information. Update any
of the relevant fields and update your record. |
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How do I update my billing information? |
To update your billing information, login to the website and click
on My Account. From there choose to update your billing information. Update any
of the relevant fields and update your record. |
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How do I renew my subscription? |
To renew your subscription to Quik!, login to the website, click
on My Account and choose to Renew Subscription link and then follow the
prompts.
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