New Features for 5.3
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| Features | Sub Feature / Properties | Required | Description |
|---|---|---|---|
| Signix E-Signature | - | Implemented Signix as a vendor for Electronic Signature on forms. Additional information on Signix can be found on the Signix page in our documentation. | |
| Native E-Signature | - | Native E-Signature support via HTML5 for Tablets and Mobile Devices using a stylus, finger or mouse. Additional information can be found on the Native E-Signature page. | |
| Signing with Javascript in Form | Native E-Sign Popup – Displays a signature box with the name of the role that is to sign. | ||
Geolocation Tagging | Capture the signer’s location using HTML5 Geolocation. (http://www.w3schools.com/html/html5_geolocation.asp) | ||
Signature Summary Page | Adds a dynamically generated signature summary page that lists the signers and related data.
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| Navigate To Sign Fields | Walk the users through the signing process via a javascript that navigates to each signature field.
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| Display Sign Page Thumbnails | Display page thumbnails with a signature icon to indicate pages that need signing.
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| New Field Properties | Field Background Color | Field Background Color – allows customer to set the background color of fields in HTML. Set Field Background Color Methods – provides various methods to set the background color
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AttachFile | Attach File – adds an attach file icon/button next to the field for the user to supply a file attachment. Set to TRUE to display the file attachment button | ||
| AttachTitle | AttachTitle – optional – the title to display to the user (e.g. “Proof of Citizenship” so user uploads a copy of their ID or birth certificate) | ||
| MaxFieldLength | Restrict how many characters can be entered into a field by adding the “maxlength” attribute to the field. | ||
MinValue | Allows user to set the minimum accepted value for a field by setting the “min” field attribute with a value | ||
| MaxValue | Allows user to set the maximum allowed value for a field by setting the “max” field attribute with a value | ||
| RegEx | The pattern attribute specifies a regular expression that the <input> element’s value is checked against by setting the “pattern” attribute with a reg-ex expression value. | ||
| AutoComplete | if TRUE add the “autocomplete” attribute to the field. Give user the ability to add this feature at the “form” attribute level instead AND the field level. | ||
| SemiRequired | A required field is evaluated when the submit button is clicked the first time and ignored/bypassed on the second submit button click in a row (if the submit button is clicked and fields are modified, start the two-click count over). | ||
| RequiredByRefField | (Required) Specifies a reference field that if not empty makes this field required. | ||
| RequiredByRefFieldValues | (Optional) Specifies one or more values separated by commas that cause the field to become required when the reference field value matches the values in provided in this property. | ||
| Spellcheck | TRUE turns on spellcheck for the field by adding the spellcheck=”true” attribute to the field (HTML5 only). | ||
| ToolTip | Sets the “placeholder” field attribute with a tool tip value. A default placeholder value should be specified for fields named in the Quik! Field Defintion by using the field description value, | ||
| FieldType | Converts a textbox field into one of the following field types (user must specify relevant values and this feature only affects textboxes) by setting the appropriate input type or HTML element type: Drop-down list - The <select> element defines a drop-down list and the <option> elements defines the options to select.
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| New Form Properties | Set Field Background Color | ||
| AutoComplete | |||
| Buttons and Button Name Properties | New Button – Email | Displays an email pop-up window to capture the recipient’s name, email address and a verify code. Verify Code is stored with the Routing Status in tblFormPackageRouteStatus | |
| HTMLButtonClearName | Renames the Clear button | ||
| HTMLButtonResetName | Renames the Reset button | ||
| HTMLButtonSaveName | Renames the Save button | ||
HTMLButtonLoadName | Renames the Load button | ||
| HTMLButtonSubmitName | Renames the Submit button | ||
| HTMLButtonPrintName | Renames the Print button | ||
| HTMLButtonSignName | Renames the Sign button | ||
| EnableNativeESign | Turns on Quik!'s native e-signature capability for use with tablets and touch screens | ||
| HTML4Compatible | When TRUE the HTML output will be backwards compatible to HTML 4 browsers including Internet Explorer 8.0 | ||
| SignHideEmptySigners | When TRUE any signing roles on the form that do not have a person's name (first, middle, last or full name) or email address will not be displayed in the e-sign popup | ||
| SignMultipleDocs | When TRUE each Form in the package will be available in it's own PDF within the e-sign envelope vs. a single combined PDF of all forms (when this property is FALSE) | ||
| SignOrderLock | When TRUE the sign order is locked so users cannot change it in the e-sign popup | ||
| FieldAttributesManagerTest | When TRUE any field attribute rules in TEST mode will be included in the HTML form output for testing | ||
| FieldAttributesManagerOff | When TRUE no field attributes in the Field Attributes Manager will be included in the HTML | ||
| RoutingRulesOn | When TRUE routing rules are turned on and applied to the form (for use with ViaForms and FormLinks only) | ||
| RoutingRuleFormGroupID | To run the routing rules associated to a form group, pass the Form Group ID | ||
Calculated Field Pop-Up | - | When a user begins editing a value in a calculated field, display a pop-up that shows the underlying fields that calculate the field (e.g. FullName should display Prefix, Fname, Mname, Lname, Suffix fields). Completing the entry re-calculates the field and updates the underlying base fields that populate the rest of the form, including other instances of the calculated field. | |
Custom Alternative Data Buttons | - | The customer can add an Alt Data Button next to any single field name and provide a list of fields to use (similar to a dropdown list but displayed as a “+” button). | |
| DocuSign Integration Enhancements | SignHideEmptySigners | When set to TRUE, hide any signing roles in the E-Sign Popup screen where a Fullname or Fname field exists on the form and contains no value (i.e. no person was entered on the form and is therefore not expected to sign). If no Fname or Fullname field exists for the signing role, then do not hide the role in the E-Sign popup – always show it. | |
SignMultipleDoc | When set to TRUE, put each FormID into the DocuSign envelope as a single PDF. When FALSE (current, default behavior) the form package is delivered to DocuSign as a single PDF. | ||
SignOrderLoc | If TRUE, set the sign order fields as read-only and not editable by the user. | ||
Sign Type Modification | All the roles on the e-sign popup are signers, so the Sign Type should default to “Email To Sign” (in the future other signing options will be added to the dropdown list so this needs to remain a drop-down list). The easiest solution is to remove the “Send Copy” option and force the user to use the “Add Recipient” button to send copies instead. | ||
| Add Recipient Button | Clicking the Add Recipient button adds a row to the e-sign popup for additional recipients to receive a copy after all other recipients. | ||
Send On Behalf Of (SOBO)
| No | (DocuSign Feature) Allows a single user in an account to authenticate for other members of the account. When originally conceived, it was meant for sending fully-defined envelopes only. Since then, most other API functions have been allowed - making this really an "authenticate on behalf of" function instead of just a sending function.
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New HTML Field Types | DropDown Boxes | Convert from existing drop-down in PDF, or convert any field into a drop-down with values | |
| User-Added Attachments | - | When AttachFiles (Property) is set to TRUE, displays the file attachment panel and file attachment image button. Displays a list of attachments to remove or add more. Attachments can be a file that we convert to PDF or a photo captured by their device. | |
Attachment List | The Quik! Form Viewer now displays a list of attachments that have been added to the form (see the Attachments section on the right side of the form viewer). | ||
| Upload Attachments | Users can upload their own attachments to the form for printing and signing. | ||
| Javascripts | Auto-Shrink Text in Textboxes | Text in fields now automatically shrink to fit the size of the text field | |
iScroll Modification | By default iScroll is now off and must be turned on if desired for touchscreen devices | ||
Disable Print Button | The PRINT button is now disabled upon loading the form until all operations are complete (to avoid printing before the document is done loading) | ||
| Disable Send Button | The SEND button is disabled after the user clicks it to avoid double-clicks | ||
| Quik! Enterprise Manager Overhaul | Form Groups | Users can create public-facing form groups for their customer account | |
Form Search | An enhanced form search is now included in the enterprise manager | ||
Field Attribute Manager | A new way to create and manage field rules has been introduced with the Field Attribute Manager. Using this tool makes it possible for a non-programmer to make fields required, set field formats, and much more. | ||
Routing Rules | Routing Rules are designed for use with Form Links and ViaForms to route forms to clients, operations and any email address or user. | ||
Edit Route Message Content | Each time a form routes to the next recipient a custom message can be included. | ||
Form Links Manager | The new Form Links Manager makes it possible to create and manage Form Links | ||
Account Setup | Set up your logo and email settings for your account |