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| Field Name | Data Type | Length | Required? | Description |
|---|---|---|---|---|
| TransactionID | String | 36 | YES | The TransactionID value Quik! sent to Signixe-sign vendor |
| DocumentSetId | String | YES | Document SetId from SignIXe-sign vendor | |
| DocSetDescription | String | YES | The DocSetDescription Quik! sent to Signixe-sign vendor | |
| ClientID | String | YES | Customer ClientID Or Party ID from ClientODS system | |
| AccountID | String | NOAccount | Id from ClientODS systemCustomer AccountID | |
| RepCode | String | 3 | YES3 | digit code assigned for each advisorCustomer RepCode |
| BDID | String | YES | Customer Broker dealer Dealer identifier | |
| FormName | String | YES | Name or description of the form | |
| FormID | Integer | YES | Unique form ID within Quik! to differenciate differentiate one form from another. If the record is an attachment the FormID will be a zero. | |
| PageCount | Integer | YES | Number of pages for the FormID | |
| FormOrder | Integer | YES | Order of the documents in the package | |
| StatusID | Integer | YES | The status of the records to include (1 = Active, 2 = Inactive, 3 = Pending, 4 = Delete) | |
| CreateDate | Date | YES | The Date & Time the document ready for signing ceremony. | |
| FullFileName | String | YES | The expected file name of the PDF sent to the e-sign vendor. (NOTE: The PDF file name for forms is not stored in Quik!, only attachment file names are stored. Therefore, to return this value for forms, the file name is estimated and could possibly change between the time the PDF is sent to the e-sign vendor and when this service is called. To reliably match the file name between Quik! and the e-sign vendor, use the PartialFileName and match the right-most portion of the filename.) | |
| PartialFileName | String | YES | The right-most portion of the file name that will never change. Use this value for matching file names between Quik! and the e-sign vendor – match against the right-most portion of the e-sign vendor’s filename. | |
| AttachmentFlag | Boolean | YES | If TRUE then the record is an attachment and the FullFileName and PartialFileName fields will be identical and reliable for matching, and the FormID value will be 0. If FALSE then the record is a form with a valid FormID. |
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