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Production URL: https://websvcs.quikforms.com/ESign/MetaDataAPI/5300/ESignMetaData.asmx

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Quik! hosts a web service method to retrieve a list of TransactionIDs for documents sent to e-sign vendors (DocuSign and SIGNiX) from Quik!. All transactions on this service will work for a CustomerID and all subsidiary CustomerIDs. When a form is submitted to the e-sign vendor, Quik! will store meta data about that transaction for customers to retrieve. The following methods are used:

  • GetESignTransactions
  • UpdateESignTransactions

Customers can set their metadata values for forms generated using the appropriate Quik! Forms Engine properties (ESignMetaData.AccountCode, ESignMetaData.ClilentCode, etc.) After forms have been generated and submitted to an e-sign vendor by the user, customers can then call GetESignTransactions to get transactions in a specified status (e.g. Active), . Customers can also call the e-sign vendor to get their list of transactions, match the results, and determine which transaction records need further processing. When a record is done/processed, customers can call UpdateESignTransactions to change the transaction's status, removing it from returned results in future calls to GetESignTransactions.

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