Library Subscription

What this does

A library subscription is how your Quik! account gets access to a set of forms. Without at least one library subscription, the API has nothing to generate.

Quik! uses a publish-subscribe model. You subscribe your account to a library (a collection of forms from a specific company or program). Any time Quik! updates one of those forms, you automatically get the latest version. Subscribe to a new library and the new forms appear in your account.

When to use this guide

Initial setup. Your account is new and needs at least one library before you can generate forms.
Expanding access. Your business is adding support for a new financial institution and you need access to that institution's forms.
Adding a private library. You have your own custom forms built by the Quik! Forms Team and need them attached to your account.
Cleaning up. You no longer need access to certain forms and want to remove them so your form search results stay relevant.

Accounts vs. Libraries

A common source of confusion: accounts and libraries are different things.

Accounts (Customer IDs)	Libraries
Used to log in to Quik!.	Used to access forms.
Required for every customer.	Optional, added as needed.
Each account has unique login credentials.	No login credentials, just access permissions.
One account per customer, linked to your partner relationship.	One account can subscribe to multiple libraries.

If you need login credentials, you need a new account. If you need access to more forms, you need a library subscription. They are requested separately.

The two types of libraries

Public libraries are shared form sets that any subscribed account can access. Examples: Schwab, Fidelity, Pershing, American Funds, and other major financial institutions. You can subscribe to public libraries yourself in the Quik! Customer Central (see below), or Quik! Support can assist on request.

Private libraries are custom form sets the Quik! Forms Team builds specifically for you. Common reasons: your firm has proprietary forms, you need fields built that are not in the public Field Definition, or you want User-Defined Fields maintained over time. Private libraries are subscribed for you by Quik! Support.

How to do it

Option 1: Self-serve in Quik! Customer Central

Use this when you have admin access to your Quik! account and you are subscribing to a public library.

Log in to Quik! Customer Central at https://qcc.quikforms.com/.
Under Use Your Quik! Products, click Quik! Forms Enterprise.
Click Choose Forms.
Pick the subscription method that matches your need:

Method	What it does	Use when
Auto-Subscribe by Company	Subscribes to every form from a company now and in the future.	You want every form from a company without managing it form-by-form.
Individual Form Method	Subscribe (or unsubscribe) to specific forms one at a time.	You only need certain forms, or you want to remove specific forms from an auto-subscribed company.
Auto-Subscribe plus Individual exclusion	Auto-subscribe to a company, then unsubscribe the specific forms you do not want.	You want most of a company's forms but need to exclude a few.

Click Save when finished. Your account is updated immediately.

To view the full list of currently subscribed companies, go to Auto-Subscribe by Company and look under Current Auto-Subscribed Companies. Set Records Per Page to 1000 to see everything at once. Use Ctrl+F to find a specific library.

Option 2: Email Quik! Support

Use this when you need a private library, when you do not have admin access, or when you are requesting a new account at the same time.

Send an email to support@quikforms.com with:

A clear statement of whether you are requesting a new account, a library subscription, or both.
The Customer ID of the account that needs the subscription (if the account already exists).
The name of the library you are subscribing to.

If you are requesting a new account at the same time, include:

Partner Name
Customer's company name
First name, Last name
Phone, Email
Address, City, State, Zip
Whether the Quik! App product is needed (Yes/No)

Quik! Support will reply once the Customer ID is created or the library is attached to your account.

Pitfalls

Browser session bleed when managing multiple accounts. If you log into one account, change form subscriptions, then open another tab or window and log into a second account without clicking Log Out, the second account can pick up the subscription changes from the first account. Always log out fully before switching accounts.
You can only build Form Groups from subscribed forms. If a form is not in your library, an administrator must subscribe it before it can be added to a Form Group.
Unsubscribing does not delete data. Forms that were generated before unsubscribing remain accessible via their UNIDs, but new generations will fail for any Form ID no longer in your library.
A library subscription does not include login credentials. If a customer also needs to log in to Quik! directly, they need a separate Customer ID (account), not just a library.

Continue with these articles to understand the related concepts and workflows:

Introduction — Start with the high-level overview of how Quik! form access works.
Authentication — Learn how secure access connects to your available form library.
Launch a Form — See how subscribed forms are used when generating a form.
Field Mapping — Understand how available forms connect to the fields you can map and prefill.

HTML vs PDF Execution

Launch a Form