Page Comparison

Regardless of your chosen implementation type, the basic flow for a user should be approximately the same. The recommended steps are listed as 1, 2, 3 and optional steps as a, b, c below:

1. Find Forms
   1. Perform a form search
   2. Display pre-existing form groups
   3. Select forms from a list
2. Choose Clients
   1. Call the Quik! Forms Engine Config Web Service to generate a list of client roles by FormIDs
   2. Choose clients (or data sets) to prefill onto Quik! forms
   3. Type data onto a web form to pass to the Quik! form
3. Generate Forms
   1. Choose one or more reps/agents to prefill onto the Quik! form
   2. Determine the order of forms to display
   3. Apply form configurations, append external documents and disply the Quik! HTML form

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