In order to To ensure your long-term success with Quik!'s forms processing solution, we spend a large amount of time and energy up front to get you set up and moving in the right direction from day one. We enjoy working closely with our customers and partners closely, diving deep into solving problems, and doing everything in our power to create a successful implementation that results in less work for your team both now and ongoingin the future.
Setting up Quik! for both a proof of concept (POC) and for your production usage includes a variety of services and capabilities from our team. This page highlights the various parts of an implementation and how Quik! supports it.
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Credentials - establishing your account
Adding Forms - building and subscribing to forms in the library
Form Settings - creating form groups, field rules, and field attributes
E-Sign Settings - linking to your e-sign account and configuring options (E-Signature Setup and Enable E-Signatures on Forms)
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Customer Success Kick Off- our : Our Director of Customer Success would love to meet with you, introduce the team and make sure , ensure you know how to get support, and to ensure you’re happy with our team.
Technical Kick Off Meeting - meet Meet with your technical team to discuss details of the implementation, review API guides, and ensure you get started on the right path. Technical Kick-off Guide.
Form Setup - our forms teams should meet to hand off the forms and get them built the right way the first time.
Ongoing Status Meetings - if you’d like us to participate in any of your periodic meetings, please invite us to join, and we will.
Field Mapping Training - we recommend having your team sit down with us to review our field mapping methodology to ensure you implement Quik! in the best, lowest-cost way. Field Mapping Guide
Form Group Setup - if you are going to set up a lot of form groups, let’s discuss how we can make that process easier for you by building the form groups in Excel and having us upload them into our system.
Webinars and Training - To the extent we can assist with outreach to your field, our marketing and service team are happy to help with ideas, content, delivery and execution of training programs.
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The Quik! product you’re implementing (whether that’s our APIs and creating your own user experience or integrating with and deploying our Quik! App hosted solution) will play a factor in how much support we can provide directly to your users. In all cases our team is ready to help you with:
Ideas - we We can share what we know has worked for others and ideas for content and format.
Benefits - help Help your users see the benefits.
We know the core benefits our solution can provide over alternatives (like progressive prefill, draft mode, householding, form copies, seamless and deep e-sign integration, higher data capture, etc.) to help your users see how your new forms solution will improve their lives.Content - we We have content that may be useful and you can use at your convenience - videos, articles, FAQs, Powerpoints, etc.
Webinars - when When appropriate (especially for Quik! App users) we can host or co-host webinars to train your users on the features and usage of our products. (NOTE: we We are not able to do this for your proprietary systems using our APIs but we are happy to be a co-host to bring inspiration, insights and answer questions).
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One of the challenges in implementing any system is to know which API endpoints to use for a given purpose. Although we provide extensive documentation about our APIs, we believe that a personal touch in the form of meetings, chats, Slack messages, calls, etc. can greatly speed up a customers implementation process. We are happy to talk about the APIs, figure out which ones are best suited for your particular purpose and to help troubleshoot issues that can sometimes arise.
Form Generation Options
When it comes to the point in your workflow(s) where you want to generate forms there are over 200 different configuration options that you can leverage. The minimum options are the list of FormIDs you want to generate, and the second most important part is the list of fields and their values to prefill on the form. Beyond that, the rest of the options pertain to various user experiences, data management and form options (some of which have been discussed earlier in this document). Below are additional concepts to review and our team can help you determine how best to use them.
For a list of the most common configurations, please look at this section that contains several detailed articles on each type: Configurations
E-Sign Configurations
Quik! supports Docusign and SIGNiX e-sign integrations. These integrations are very robust and include a lot of potential options and configurations (approximately 50 options each). Each configuration options has it’s own details.
Form Copies and Form Group Instances
A common use case with forms is to have multiple copies of the same form in a single form package or e-sign envelope. For example, multiple asset transfer forms when combining multiple accounts to a single account. To add duplicate copies of forms, please review this section of our documentation: Adding Duplicate Forms To A Package
Another common request is to create multiple form packages in a single request so users can sign all of them in a single envelope. For example, for households that multiple accounts. This type of functionality is referred to as Form Group Instances and is detailed here: Configuring Form Group Instances
User Interface Changes
When using the Quik! API there are a variety of ways to change and affect the Quik! Form Viewer. The simplest and most common item is to change the Quik! logo with your own, yet you can also do very complex changes using CSS and javascript. See this section for details: The Quik! Form Viewer
Custom Javascripts
One of the ways to enhance the user experience when using forms is to add custom javascripts that perform custom actions. For example, perhaps you want to look up an address and validate it. Javascripts can be added to the form when calling the Quik! Forms Engine API (execute/html method) in a variety of ways. Please see this section for more: Configuring JavaScripts
Go-Live and Post-Live Support
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